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Europe Roundup: Pound firms on prospects for more aggressive rate rises, European shares rebound, Gold trades flat, Oil rises on geopolitical risks, supply shortage-January 31st,2022

Posted at 31 January 2022 / Categories Market Roundups


Market Roundup

•Spanish Jan CPI (YoY) 6.0%,6.7% forecast,6.5% previous

•Portuguese GDP (YoY) (Q4) 5.8%,4.2% previous

•EU GDP (QoQ) 0.3%,0.3%forecast,2.2% previous

•EU GDP (YoY) 4.6%,4.7% forecast, 3.9% previous

Looking Ahead - Economic data ahead (GMT)

• Canada Dec RMPI (YoY) 29.0%,36.2% previous

•Canada Dec RMPI (MoM)  -2.9%,-1.3% forecast,-1.0% previous

•Canada Dec IPPI (YoY) 16.1%,18.1% previous

Looking Ahead - Economic data ahead (GMT)

•14:00 French 12-Month BTF Auction -0.663% previous

•14:00 French 3-Month BTF Auction-0.672% previous

•14:15 US Jan Chicago PMI   61.7 forecast, 63.1 previous

•15:30 US Dallas Jan  Fed Mfg Business Index 19.2 previous

•15:30 US 3-Month Bill Auction 0.190% previous

Looking Ahead - Economic events and other releases (GMT)

•No significant events

EUR/USD: The euro recovered some ground against dollar on Monday as traders put aside concerns about interest rate rises and the crisis in Ukraine. The standoff over Ukraine also remains a thorn in the markets' side, with concerns a Russian invasion would cut vital gas supplies to Western Europe. The Bank of England, the European Central Bank meets this week but is expected to stick to its argument that inflation will recede over time. The euro has shed 1.8% in January to hit its weakest since June 2020. On Monday it rose 0.1% to $1.1163. Immediate resistance can be seen at 1.1209(50%fib), an upside break can trigger rise towards 1.1239(61.8%fib).On the downside, immediate support is seen at 1.1169(38.2%fib), a break below could take the pair towards  1.1100 (23.6%fib).

GBP/USD: Sterling  firmed against dollar on Monday at the start of a week where the Bank of England is expected to raise interest rates for the second time in as many months. The pound was up versus the dollar at $1.34, having earlier risen as high as $1.3458 but staying above one-month lows of $1.3359 hit last week. The British currency is set to end January with a loss against the dollar, which has benefited from the rapid ramping up of Fed rate hike bets. Against the euro it is up more than 1% this month .Most economists expect the Bank of England on track for second rate rise in under two months to raise rates to 0.5% on Feb. 3 from 0.25%.Immediate resistance can be seen at 1.3429 (38.2%fib), an upside break can trigger rise towards 1.3449(23.6%fib).On the downside, immediate support is seen at 1.3369(50%fib), a break below could take the pair towards 1.3312(61.8%fib).

USD/CHF: The dollar initially gained against the Swiss franc on Monday but gave up ground as investors continued to digest hawkish comments by a Federal Reserve official. With the Fed clearly signalling its intent to raise interest rates as early as March after its meeting last week, money markets and major Wall Street banks are now expecting as many as five rate hikes this year. But some investors expect policymakers are preparing the markets for a faster pace of rate increases this year to check inflationary pressures especially after last week's strong data. Immediate resistance can be seen at 0.9324 (23.6 % fib), an upside break can trigger rise towards 0.9343 (Daily high).On the downside, immediate support is seen at 0.9297  (Daily low), a break below could take the pair towards 0.9271(38.2% fib ).

USD/JPY: The dollar edged higher against the Japanese yen on Monday as investors eyed on major central bank meetings after a decidedly hawkish U.S. Federal Reserve. Hawkish comments by a Federal Reserve last week has boosted the dollar. The Fed plans to raise interest rates in March on the assumption the economy will largely steer clear of fallout from the Omicron coronavirus variant and keep growing at a healthy clip. The greenback rose as far as 115.59 yen, its highest since Jan 11th before retreating to 115.36 yen. Strong resistance can be seen at 115.49(Jan 29th high), an upside break can trigger rise towards 115.73 (23.6%fib).On the downside, immediate support is seen at 115.12 (38.2%fib), a break below could take the pair towards 114.62 (50%fib).

Equities Recap  

Tech stocks led a rebound in European shares on Monday, even as worries lingered over policy tightening, soaring inflation and geopolitical tensions ahead of key UK and European central bank decisions due later this week.

 At (GMT 13:44 ),UK's benchmark FTSE 100 was last trading up at 0.28 percent, Germany's Dax was up  by 0.55 percent, France’s CAC finished was down by 0.18 percent.

Commodities Recap

Gold prices steadied on Monday but remained poised for their worst monthly showing since September as the U.S. Federal Reserve's plans for interest rate hikes boosted the dollar, driving away bullion investors.

Spot gold was flat at $1,790.87 per ounce by 1219 GMT, and has lost about 2.1% so far this month. U.S. gold futures rose 0.3% to $1,791.70.

Oil rose on Monday as a supply shortage and political tensions in Eastern Europe and the Middle East put prices on track for their biggest monthly gain in almost a year.

Brent crude had risen 87 cents, or 1%, to $90.90 a barrel by 1228 GMT. The front-month contract for March delivery expires later in the day. The most-active Brent contract, for April delivery , was trading at $89.03, up 51 cents, or 0.6%.


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