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Market Participants Expect Yellen To Signal December Rate Hike

Published 26/08/2016, 10:45 am
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Markets Overview:
  • Equities: Nikkei (-0.28 %), Hang Seng (+0.08 %), CSI 300 (-1.00 %), ASX 200 (-0.36 %)
  • Commodities: WTI Crude $46.89 (+0.26 %), Brent Crude $49.11 (+0.12 %), Natural Gas $2.80 (+0.02 %), Gold $1326.58 (+0.19 %), Copper $209.85 (+0.65 %)

What traders are talking about:

Dollar slightly weaker

The Greenback fell against most major currencies overnight. There were no notable data releases or any significant news and flows in G10 FX were rather light. GBP/USD caught the attention of traders in the early session as it rallied to 1.3265, but it quickly ran out of momentum and fell back to 1.3220. USD/JPY traded within a 100.35-60 range, but is now feeling some heat into the EU session open. Expect decent support in the 100.00-10 area, while intraday resistance lies at 100.60 and 101.00. The market's focus is now on Jackson Hole and Fed Chair Yellen's speech tomorrow, so it is unlikely that we'll see any large moves in FX before that.

Citibank Jackson Hole survey

Citibank asked their clients what they expect of the upcoming speech by Fed Chair Yellen at Jackson Hole tomorrow. The US investment bank had around 350 responses and 85% of them see Yellen as leaning to one 2016 hike. More than two thirds of the respondents expect an indication of a December hike, but in a rather dovish context. As a reminder, Yellen will speak tomorrow at 1400 GMT.

ANZ expects further GBP/AUD gains

The Australian bank released a note overnight in which it said that GBP/AUD is likely to weaken on a tactical basis. UK data has surprised to the upside and the BoE is now unlikely to deliver further measures for some time, according to ANZ. Further, the bank sees GBP as a big catch-up candidate given the extremely oversold nature of the currency.

Reuters poll shows 60 % see further BoJ easing

The latest Reuters poll showed that 60% of the economist surveyed expect further easing from the Bank of Japan next month, while 40% anticipate no change.

What the Charts are saying:

Silver is trading within a key area, which acted as key support and resistance several times before. A clear bounce off that area would confirm that short-term techs remain bullish and signal a move back towards $20. However, a break and daily close below $18.40 would signal further losses are ahead, with $17 the next key support level to watch then.

Chart

Economic Calendar:

  • 09:00 BST - German IFO Business Climate
  • 09:00 BST - German IFO Business Expectations
  • 13:30 BST - US Durable Goods Orders
  • 13:30 BST - US Initial Jobless Claims
  • 14:45 BST - US Services PMI

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Originally published by AxiTrader

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