Morgonmötet 5 juni PDF

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Trading Strategy Morgonmötet 5 juni 2015 Claes Måhlén, +46 (0) , Pierre Carlsson, +46 (0) , Nyheter Fed: Tarullo noterar att den amerikanska

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Trading Strategy Morgonmötet 5 juni 2015 Claes Måhlén, +46 (0) , Pierre Carlsson, +46 (0) , Nyheter Fed: Tarullo noterar att den amerikanska tillväxten förlorat momentum och allt beror inte på väder, hamnstrejk och säsong Grekland, Grekland, Grekland: fortsätter sitt politiska maktspel I veckan: Förhandlingar parter emellan ska utveckla sig bra enligt bägge sidor, förslag ska ha upprättats. Grekland säger sig klara betalningen den 5 juni Igår: Tsipras bekräftar att dagens betalning om 300 mln kommer att fullgöras, oroa er inte Grekland har gjort betalningar förr och kommer fortsätta med det Igårkväll: Grekland begär uppskov med dagen betalning, och begär klumpsummebetalning (~1.6 mdr) den 30 juni (vilket senast gjorts av Zambia under mitten av 80-talet) Tsipras: kreditgivarnas förslag kan inte utgöra basen för ett avtal, det grekiska är bättre. Vidare förekommer uppgifter om att Tsipras begärt en förtroendeomröstning i parlamentet 2 Marknaden Sedan torsdag 16:15 Börser: Lägre, Kina högre Räntor: viss flackning FX: EUR svagare Råvarupriser: koppar och brentolja lägre Marknadsinformation Latest % vs 16:15, (04-jun) % vs 16:15, (28-m aj) EUR/USD USD/JPY GBP/USD EUR/GBP EUR/CHF EUR/NOK USD/NOK EUR/SEK USD/SEK AUD/USD USD/CAD NZD/USD S&P500 future Oil prices (Brent) Gold spot Copper (LME) Wheat bp vs 16:15, bp vs 16:15, Latest (04-jun) (28-m aj) US 2y US 10y US 30y German 2y German 10y Sw eden 2y Sw eden 10y Fed funds futures 4 Tysk 10y 5 US 10y 6 Brentolja: OPEC-möte idag (sve/eng) 7 EURSEK och räntespread 8 EURNOK och räntespread 9 Det händer idag USA Unemployment rate, payrolls 14:30 Consumer credit 21:00 Storbritannien GfK inflation next 12M 10:30 Norge Manufacturing production 10:00 G7 summit (söndag-måndag) Fed Dudley 18:30 ECB Liikanen, Mersch 08:00 Norges Bank regionalt nätverk 10:00 10 USA (14:30): Payrolls spås sidledes Konsensus spår total sysselsättning på 226K från 223K Konsensus spår privat sysselsättning på 220K från 213K Arbetslösheten förväntas ligga kvar på 5,4% 11 USA (14:30): Löner spås sidledes i årstakt AHE tänks till 0,2/2,2% för maj från 0,1/2,2% 12 Norge (10:00): Tillverkningsproduktion spås lägre IP Manufacturing väntas på -1,7% i apr från 3,20% 13 Norge (10:00): Regional nätverk i fokus 14 Tjuvkik in i nästa vecka - höjdpunkter USA: NFIB (tisdag), retail sales (torsdag) och Michigan (fredag) EMU: industrial production (fredag) Storbritannien: industrial production (onsdag), RICS (torsdag) Sverige: industrial production (onsdag), CPI (torsdag) och HOX (fredag) Norge: CPI (onsdag) 15 Trading Strategy Morgonmötet 5 juni 2015 Claes Måhlén, +46 (0) , Pierre Carlsson, +46 (0) , Disclaimer Research Disclaimers Handelsbanken Capital Markets, a division of Svenska Handelsbanken AB (publ) (collectively referred to herein as SHB ), is responsible for the preparation of research reports. 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