HEADLINES…
– Markets: Bourses up solidly in CHN/Europe/US as CHN & US data impresses, Treasuries modestly weaker, dollar little changed. The Nikkei followed Wall St higher early Friday, as did most other Asian bourses. Chinese bourses modestly softer.
– US: Manufacturing PMI rises 0.2pts to 51.7 in Oct, above mkt, new orders rise to 54.2.
– US: Conf. Bd consumer confidence index rises 3.8pts to 72.2 in Oct, below mkt but 4-year high.
– US: ADP private payrolls rise 158k in Oct, above mkt
– US: Initial Jobless Claims fall 9k to 363k last wk.
– US: Non-farm productivity rises 1.9% saar in Q3.
– US: Construction spending rises 0.6% mom in Oct.
– US: Markit PMI revised down 0.3pts to 51.0 in Oct.
– US: Auto sales preliminary estimated at about 14.4m saar in Oct, Sandy est. to have cut sales by 300k saar.
– UK: Manuf. PMI down 0.6pt to 47.5 in Oct, below mkt.
– CHE: Manuf. PMI up 2.5pts to 46.1 in Oct, above mkt.
– CHE: Retail sales up 5.4%yoy in Sep.
– DNK: PMI survey up 5.1pts to 55.6 in Oct.
– DNK: Unempl. rate up 0.1pp to 4.8% in Sep, at mkt.
– NOR: PMI down 0.4pt to 48.7 in Oct, below mkt.
– SWE: PMI survey falls 1.6pts to 43.1 in Oct, below mkt.
– JPN: Money base rises 10.8% yoy in Sep.
– AUS: PPI rises 0.6% qoq/1.1% yoy in Q3.
Click here to read the full report: Daily Forex 11.02.12
Deutsche Bank