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US: Focus on Fed speak and jobless claims – TDS

According to analysts at TD Securities, in today’s US session, markets will focus on a trio of Fed speakers amid a quiet session for data.

Key Quotes

“Kaplan is scheduled to speak at 9:15 ET ahead of a 9:30 event with Governor Clarida, in which he will explore the global factor in the neutral rate. Finally, at 19:30 ET Bullard will speak about the economic outlook and monetary policy.”

“Jobless claims are the lone event on the data calendar and are projected to revert back to 223k after last week's pop to 253k.”

USD/JPY: Risks clearly remain - Westpac

According to Robert Rennie, head of EM strategy at Westpac, improved risk sentiment in a range of markets including credit, EM equity and peripheral E
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GBP/USD plummets to mid-1.2800s, 2-1/2 week lows post-BoE

   •  The BoE MPC had a unanimous vote to maintain status-quo.    •  Economic growth forecasts for 2019/20 revised downward.    •  The BoE sees CPI
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