美国核心零售销售数据令人失望.

During yesterday’s American session, the US Core Retail Sales rate came in lower than expected, striking down ambitions that the Fed may have been temporarily given some lee-way, should they decide to continue their rate hiking path. The lower than expected rates, is a stark reminder that the high-interest rates imposed by the bank, may be making their way to the surface, thus traders who may have hoped that the greenback would have gained some support following the release, were left disappointed. Furthermore, Canada’s CPI rates were released yesterday, which where indicative of easing inflationary pressures on the economy as the CPI rates came in lower than expected on all accounts, thus market analysts appear to be divided over whether or not the BoC will hike in their next meeting. In the US Equities markets, we note that Reuters is reporting that Johnson and Johnson (#JNJ) who is due to release their earnings tomorrow, will have to pay $18.8 million to an individual who claimed he developed cancer, as a result of exposure to the company’s baby power. Furthermore, Ford appears to be taking a page out of Tesla’s playbook, by cutting prices on their electric F-150 lighting pickup by as much as $10,000. In addition, we would like to highlight yesterday’s earnings report by Morgan Stanley (#MS) and Lockheed Martin (#LockheedMT) who both outperformed analysts’ expectations. However, what might be interesting during today’s earnings release is Goldman Sachs (#GS) with many anticipating a horrendous earnings release by the bank, that may not be even near to that of their competitors. For today’s earnings, we would be paying close attention to the earnings releases of IBM (#IBM), Tesla (#TSLA) , Netflix (#NFLX).Lastly, we note that during today’s Asian session BOJ Governor Ueda has once again re-iterated the bank’s commitment to maintaining its ultra-loose monetary policy after stating that “If our assumption (that sustained achievement of 2% inflation remains distant) is unchanged, our overall narrative on monetary policy remains unchanged“. Thus, indicating the banks unwillingness to conduct drastic changes at this point in time.

在美国股市, 我们注意到据路透社报道将于明天发布其收益报告的Johnson and Jonhson (#JNJ), 将不得不向一名声称因接触该公司婴儿产品而罹患癌症的个人支付 1880 万美元. 此外, Ford 似乎正在效仿特斯拉，将其电动 F-150 照明皮卡的价格降低多达 10,000 美元. 此外，我们还想强调昨天 Morgan Stanley (#MS) 和Lockheed Martin (LockheedMT) 发布的收益报告，两家均超出了分析人士的预期. 然而, 在今天的收益发布中，有趣的可能是Goldman Sachs (#GS) ，许多人预计央行将发布可怕的收益报告, 这甚至可能不及竞争对手的财报.

对于今天的收益发布, 我们要将密切关注IBM (#IBM), Tesla (#TSLA) ,Netflix (#NFLX)的财务发布 . 最后我们注意到，在今天的亚洲时段，日本央行行长Ueda 再次重申央行维持超宽松货币政策的承诺，此前表示“如果我们的假设（持续实现 2% 的通胀率仍然遥远）不变，我们对货币政策的总体叙述也将保持不变”。因此，表明银行目前不愿进行重大变革”.