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US Durable Goods Orders – mixed

BETTER: US Durable Goods Orders (May): 1.1% vs 0.4% est (prev -0.2%, R- from 0.2%; WORSE: US Durable Goods Orders ex-Transport (May) 0.4% vs .7% est (prev -0.6%) CFDs & Spread Betting with Accendo Markets

UK CBI Reported Retail Sales – much better

UK CBI Reported Retail Sales – much better than expected 42 vs 15 est (prev 21); Highest since Dec 10 (Jubilee effect); Jul Retail Sales Vol expected +32 CFDs & Spread Betting with Accendo Markets

UK Mortgage data – worse

UK BBA Loans for House Purchase (May) 30.3K vs 33K est (prev 32.1K) Net Mortgage Lending £-0.1bn vs 0.5bn in April (people paying down mortgages) First Net Mortgage Repayment Since BBA Records Began in 1997 CFDs & Spread Betting with Accendo Markets

US House Price data – better

BETTER: US Case-Shiller 20-City House Prices (Apr, SA) 0.7% MoM vs 0.3% est (prev 0.7%, R+ from 0.09%) BETTER: US Case-Shiller 20-City House Prices (Apr) -1.9% YoY vs -2.65% est (prev -2.57%) CFDs & Spread Betting with Accendo markets

Spain bond auction – Yields up sharply

Spain sells €3.08bn vs €2-3bn est; but short-term borrowing costs up significantly €1.6bn 3-month bills: 2.362% yield vs 0.846% prev; demand 2.6x vs 3.95x prev €1.48bn 6-month bills: 3.237% yield vs 01.737% prev; demand 2.8x vs 4.3x prev CFDs & Spread Betting with Accendo Markets  

UK Public Finances take wind out of GBP

UK Public Sector Net Cash Requirement – PSNCR (May) Better: £-4.4bn vs £4.0bn est (April: £-23.2bn) UK Public Sector Net Borrowing – PSNB (May) Worse: £15.6bn vs £14.0bn est (April: -19.9bn R-) UK Public Sector Net Borrowing ex-Interventions – PSNBx (May) Worse: £17.9bn vs £14.8bn est (April: -17.6bn R-) GBP/USD and GBP/EUR off their highs…

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