Daily Update – 1st August 2019
The central bank also announced the end of the balance sheet reduction program two months earlier than anticipated. Powell speech confirmed that the rate cut was “preventive” as the Fed still sees a favorable outlook. Among other things, Powell said that the central bank would never move rates because of political factors or to prove its independence. The American dollar continued advancing afterward, also backed by early US data, as the ADP survey showed that the private sector added 156K new jobs in July, while June’s reading was upwardly revised to 112K. European data released this Wednesday supported the ECB’s dovish stance, as German Q2 GDP came in below the market’s expectations, A less-dovish than anticipated outcome sent the pair back south, as not only the dollar got benefited from the news, but Brexit chaos persists in the background. The pair finished the day at around 1.2150. The Bank of England will have a monetary policy meeting this Thursday, and speculative interest is eagerly waiting for what Carney & Co. have to say about the latest escalation of hard-Brexit chances. So far, the central bank has been quite optimistic, with policymakers inclined to a rate hike rather than a cut. The BOE will also publish its quarterly inflation report, and the event will end with a speech from Governor Carney. Thursday will bring the final versions of the Markit Manufacturing PMI for both economies, with the EU index seen unchanged at 46.4 and the US one, steady at 50. The US will also release the official ISM Manufacturing PMI, expected at 52.0 vs. the previous 51.7. Also, the country will publish minor employment-related data, relevant ahead of the Nonfarm Payroll report to be out next Friday.Yesterday's Focus
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