Euro Recovery Lost Steam, Weakens On Greek Impasse

Published 06/01/2015, 05:16 AM
Updated 03/09/2019, 08:30 AM

Euro's recovery seemed to have completed as the common currency weakens generally today on Greek impasse. European commission president Jean-Claude Juncker warned over the weekend that a Greek exit could damage trust in Euro. He noted that if a country were to withdraw from Euro, "it would fix the idea in heads that the euro is not irreversible". Juncker will meet German Chancellor Angela Merkel and French President Francois Hollande today. Greece is rushing to speed up the negotiation this week and is facing a deadline on June 5, when it need to pay the first of four payments to IMF. German's EU commissioner expressed optimism today that Greece would strike a deal with international creditors this week. Oettinger, however, didn't expect any result from the meeting from the meeting between Juncker, Merkel and Hollande.

On the data front, Italy manufacturing PMI rose to 54.8 in May versus expectation of 53.1. Swiss SVME PMI rose to 49.4 in May versus expectation of 48.4. Australia building approvals dropped -4.4% mom in April, TD securities inflation rose 0.3% mom in May. Japan capital spending rose 7.3% in Q1 versus expectation of -0.1% fall. From China, the official manufacturing PMI climbed 0.1 point to 50.2, the highest level in 6 months, in May from April's 50.1, in line with expectations The non-manufacturing PMI fell to 53.2, the lowest since December 2008, from 53.4 in April. Meanwhile, the final reading of HSBC/Markit PMI edged up to 49.2 in May, up modestly from the preliminary reading of 49.1 and April's 48.9. Disappointingly, the "new exports" sub-index plunged to 46.7, the lowest level since June 2013, from April's 50.3. As HSBC noted in the report, "a solid fall in new export work contributed to fewer new orders, which in turn led to the first contraction of output in 2015 so far". On the whole, HSBC suggested that China's economy has shown "little sign of a pickup" in the first 5 months of 2015. It expects "more aggressive policy easing, including a 50-bps reserve ratio cut in the coming weeks".

Looking ahead, UK PMI manufacturing is the main focus in European session. German CPI will also be watched. From US, market will have attention on personal income and spending, construction spending. But main focus will be on ISM manufacturing.

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