Les dépêches vendredi 15 mars

  • US President Trump said US-China trade talks are going « really well ». A decision can be expected in the next few weeks. Trump and Chinese President Xi will not meet this month. Markets have priced in a deal and are unlikely to react.
  • North Korean President Kim is to make a statement on resuming nuclear testing
  • The EU-UK divorce continues. Of course it does. Parliament voted to delay exit. A second referendum was defeated by a large majority, with the opposition Labour Party abstaining.
  • Eurozone CPI is due. This is not likely to be a focus – with a broadly stable set of data expected.
  • Car registration numbers might be worth a glance, as January’s German industrial weakness was focused on the auto sector.
  • US industrial and manufacturing production is due. The US was not the driver of last year’s manufacturing weakness, but the uncertainties of trade taxes make this a number to look at.
  • Meanwhile, Chinese Premier Li was reiterating « employment first » and stimulus for all in remarks at the end of the National People’s Congress.

  • Ralentisssement dans l’industrie US, baisse du rdt du 10 ans 


Reuters] Asian stocks up as Sino-U.S. trade talks in focus, dollar supported

[AP] Premier: China needs ‘strong measures’ to support economy

[Bloomberg] China Growth Mystery Scares Global Economy in Weakest Shape in Years

[Bloomberg] Junk Debt Investors Win Few Breaks on ‘Worst Ever’ Covenants

[Bloomberg] Hong Kong Seen Spending Billions More to Defend Currency Peg

[Reuters] Premier Li says China opposes Taiwan independence

[Reuters] North Korea considering suspending nuclear talks with U.S.: TASS

[FT] China new house prices pick up pace in February

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