MARKET ANALYSIS:
ECON DATA:
TODAY'S TALKING POINTS:
HEADLINES:
Australia unexpectedly loses jobs - Bloomberg
No added stimulus from the BOJ as Inflation ticks higher - Bloomberg
No added stimulus but status quo remain from BOJ sending Asian shares higher - Bloomberg
Taper Taper & more Taper from FED talk - Market watch
We Really aren't earning anything - Zerohedge
Top FED Contenders side by side - NBC
The Carney Carnage Post mortem of the BOE QIR - The Australian
Asian Shares Rebound after weak start to the week - WSJ
ECON DATA:
| Currency | ECON Data | Forecast | Previous |
| EUR | German Trade Balance | 15.2B | 14.1B |
| JPY | BOJ Press Conference | ||
| EUR | ECB Monthly Bulletin | ||
| USD | Unemployment Claims | 336K | 326K |
| USD | 30-y Bond Auction | 3.66|2.3 |
TODAY'S TALKING POINTS:
- QIR catches market off guard with a non-committal FG.
- Mixed Bond data keeps Bond Traders on edge with B/C falling but lower yields suggesting strange continued good appetite in a weakening market.
- After Asia's equity rebound overnight we will likely see a positive sentiment spillover into the European session. Should be Short Bonds Long Equities.
- No Major speakers on the Docket today
On Going Market THEMES:
FED Tapering in Sept / Debt Ceiling / Student Loans and Muni's Defaults....
Australia unexpectedly loses jobs - Bloomberg
No added stimulus from the BOJ as Inflation ticks higher - Bloomberg
No added stimulus but status quo remain from BOJ sending Asian shares higher - Bloomberg
Taper Taper & more Taper from FED talk - Market watch
We Really aren't earning anything - Zerohedge
Top FED Contenders side by side - NBC
The Carney Carnage Post mortem of the BOE QIR - The Australian
Asian Shares Rebound after weak start to the week - WSJ