Macro Roundup (Apr 10)

April 10, 2018 / news.metal.com / Article Link

SHANGHAI, Apr 10 (SMM) – This is a roundup of global macroeconomic news last night and what is expected today.

Last night

The US dollar edged down 0.3% to 89.83 overnigh as euro climbed up. Most base metals rose. SHFE nickel rose close to 2%, aluminium increased over 1%, copper gained 0.7%, and zinc and tin inched up. SHFE and LME lead edged down. LME zinc dropped close to 1%, while copper, nickel and tin jumped over 1%. LME aluminium surged close to 4% following US sanctions on Russian oligarch Oleg Deripaska and his companies that included aluminium producer Rusal. Rusal produces about 6% of the world’s aluminium.

The Sentix investor confidence index for the eurozone fell from 24 in March to 19.6 in April, slightly below the expected 20. The index has edged down for three consecutive months on fears that growing US-China trade tension could slow global economic growth. The index assesses the six-month economic outlook for the eurozone and compiles data from a survey of about 2,800 investors and analysts. A reading above zero indicates optimism while one below zero indicates pessimism.

Day ahead

Key factors to watch today include data on China’s March financial economy, the US’ March producer price index (PPI) and February wholesale inventories.

China’s M2 money supply in March is forecast to rise to 8.9% from February’s 8.8%. The M2 is a broad measure of the money supply that covers cash in circulation and all deposits.

China’s new loans in March are expected to jump sharply to 1.2 trillion yuan from 839.3 billion yuan in February.

Total social financing (TSF), a broad measure of credit and liquidity in the economy, is likely to climb to 1.9 trillion yuan in March from 1.17 trillion yuan in February. The TSF includes off-balance sheet forms of financing that exist beyond the conventional bank lending system, such as initial public offerings, loans from trust companies and bond sales.

The US annualised rate of March PPI is forecast to rise to 2.9% from February’s 2.8%, with core PPI up to 2.6% from 2.5%.

A month-on-month decline to 0.8% from 1.1% is likely in March’s wholesale inventories.

The US dollar is expected to remain rangebound today and base metals are likely to continue their strong performance.

 


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