Recap 2014-11-25




  • US FHFA House Prices were flat MoM vs +0.4% exp
  • US Consumer Confidence declined to 88.7 vs 96.0 exp and 94.5 prev
  • Canada Retail Sales rose 0.8% MoM vs 0.5% exp
  • Kuroda saying that it is imperative to restore trust in Japan’s fiscal health and underscored the need for fiscal reforms. On the FX he declined to comment on the level of FX while expressing concerns about the impact of weak yen on SMEs and importers.


  • Wed: UK 3Q GDP, US Durable Goods Orders, Us Jobless Claims, Personal Income, Core PCE, Chicago PMI, Pending Home Sales, AU 3Q Capex
  • Thu: US Holiday, German Employment, Consumer Confidence, Japan Employment, CPI, NZ Business Confidence, UK Consumer Confidence
  • Fri: Month End, Japan Housing Starts, UK House Prices, EU CPI Estimate, Canada 3Q GDP
  • Mon: Australia PMI, Japan Capital Spending, China PMI, Japan PMI, EU PMI, UKPMI, US ISM, Australia Current Account, Building Approvals, RBA
  • Tue: Australia GDP, Services PMI, China Services PMI, Japan Services PMI