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Awaiting German ZEW & UK CPI

Published 11/15/2011, 02:14 PM
Updated 07/09/2023, 06:31 AM
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All eyes on UK Nov inflation German ZEW for the latest on those fired up prices in the UK and the latest signs of a recession in the Ezone's largest economy. Both Germany & France await Q3 GDP. RBA Minutes boost Aussie as they prove less dovish than expected, Latest on Premium Intermarket Insights.

Germanys November ZEW survey on investor sentiment will be closely awaited for the latest on the slowdown in the Eurozones largest economy. Due at 10:00 GMT, ZEW current situation exp at 32 from 38.4 (lowest in Jul 2010), ZEW econ sentiment exp at -55.3 from, 51.2 (lowest since Aug 2008).

Due at 6:30 am GMT France Q3 GDP exp +0.4% q/q from flat q/q and +1.6% y/y from +1.4% y/y. at 7:00 am GMT, German Q3 exp at 2.4% q/q and 1.4% y/y.

GBP traders await the 9:30 GMT release of the November UK CPI, expected to edge down to 5.1% from Octobers 3-year high of 5.2%. The figures will be a prelude to Wednesdays quarterly inflation report from the Bank of England, which Ashraf referred to in Mondays Premium piece.

Mondays Premium Intermarket Insight trades on EUR/JPY, AUD/NZD, USD/JPY (2 trades), USD/CAD, EUR/GBP, silver are still in progress; CLZ (US crude) hit all targets while gold and ES were both stopped out.

The minutes of the latest RBA board boosted AUD across the board as the deliberations suggested that the 25-bp rate cut was not only a close call, but also kept an uncertain view on the next rate cut. The minutes were interpreted to have produced a rate cut that was mainly defensive pre-emptive in nature and not necessarily a result of sudden deterioration in Aussie fundamentals. More specifically, the easing was aimed principally at any contagion from the Eurozone and the possibility of further cooling in China.

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