• Asian equity markets struggled for firm direction following the mixed lead from Wall St where most major indices eventually saw some composure
• US President Trump said he doesn't think China will retaliate to an increase in tariffs and understands the September meeting between negotiators is still on
• Fed Chair Powell reportedly banned Fed staff from any public appearances and is determined not to fuel the struggle between an independent Fed and President...

• Asian indices are weaker as the region follows the subdued lead from Wall St. and ahead of a long weekend
• Reports suggest US & China have set a tentative trade talks timeline; with a deal potentially to be signed as early as late May
• Looking ahead, French, German, EZ, & US PMI (Flash) UK & US Retail Sales, US Initial Jobless Claims & Business Inventories, US Philly Fed Business Index, Fed’s Bostic, Supply from...

• Mon: US Construction Spending (Dec)
• Tue: RBA, Spanish Parliament dissolves, EZ final PMIs, EZ Retail Sales, US ISM non-Mfg, PMIs, US New Home Sales (Dec)
• Wed: BoC, Fed's Beige Book, Aussie GDP, US & Canada Trade Balance (Dec), US Factory Orders, US New Home Sales (Jan)
• Thu: ECB, Aussie Retail Sales & Trade Balance, US & Canada Trade Balance (Jan)
• Fri: US & Canadian Labour Market Report

14th September 2018

• Surprise UK Industrial Output miss reverses GBP early rise, German ZEW conditions miss hits EUR
• European equities largely higher following in step with Asia in a news-thin morning
• Looking ahead, highlights include, APIs and ECB’s Lautenschlaeger

• Asian equity markets traded mostly higher on the momentum from Wall St where the DJIA notched its best performance in a month
• The head of the Conservative 1922 Committee indicated that he did not receive the 48 letters required for a leadership challenge
• Looking ahead, highlights include Norwegian CPI, UK monthly GDP, output, trade, German ZEW, APIs, ECB’s Lautenchlaeger

• UK agrees on white paper proposal with Dominic Raab announced as new UK Brexit Secretary; David Davis resigns
• European Equities in the green but FTSE underperforms on a stronger GBP
• Looking ahead, highlights include, ECB’s Praet, Draghi and Fed’s Kashkari

• Asian stocks began the week higher across the board as the region followed suit to Wall St’s performance on Friday
• UK Brexit Secretary Davis resigned, stating that PM May’s policy is now more likely to break the manifesto pledge and leaves the UK in a weak negotiating position
• Looking ahead, highlights include German trade, ECB’s Praet, Draghi and Fed’s Kashkari

• Norges Bank to publish its rate decision and new economic projections at 09:00 BST
• Rates expected unchanged
• Growth, inflation profiles may be revised up
• Central bank expected to stick to its hawkish stance