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Dentalfloss

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Good Morning: The Long & the Short of it and The Bigger Picture - 13 August 2019 - ADM ISI


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Ostwald, Marc
08:43 (20 minutes ago)

to Marc





- Digesting Singapore GDP revision and forecast downgrade along with dire
India Auto Sales, awaiting UK labour data, German ZEW, US CPI and NFIB
Small Business Optimism; UK 30-yr, US 1-yr bills; politics, protests and
trade wars to continue to rule the roost

- UK: Employment expected to rebound modestly, details key; base effects
to help push Average Earnings to fresh cyclical high

- Germany ZEW: DAX and dire data and forecasts expected to see further
down move

- US CPI: gasoline to temporarily push headline higher, core seen around
target

- Charts: Corn future, YouGov poll on proroguing; EUR?GBP & GBP/USD

- Audio preview:
https://www.mixcloud.com/MOstwaldADM/adm-isi-morning-call-13-august-2019/

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