Recap 1-29-14




  • FOMC statement was notable in the lack of notable surprises.
  • EU Money Supply fell further, although in real term the numbers hold up better.

Upcoming Data:

  • Thu: GermanyCPI, US Jobless Claims, Pending Home Sales, Japan PMI, CPI
  • Fri: Month End, Japan Housing Starts, EU Employment, CPI, CanadaGDP, US Personal Income, PCE Deflator, Chicago PMI, UMichigan Confidence, China PMI
  • Mon: Australia PMI, Building Approvals, China Non-Mfg PMI, EU PMI, US ISM, RBA
  • Tue: UK PMI Construction
  • Wed: EU Services PMI, US ADP, CanadaBuilding Permits, ISM Non-Mfg, Australia Retail Sales,