US dominates the data agenda - SocGen

The US dominates the data agenda, with the Janet Yellen's swan-song FOMC meeting, the ISM data and then the monthly payroll jamboree to come, as well as the State of the Union address, according to Kit Juckes, Research Analyst at Societe Generale.

Key Quotes

“Monday morning Asian trading moves aren't a great indicator of the week ahead's trends, but the US economy is in good shape and the resilience of risk assets (equities, credit and EM) to the rise in US yields so far, does suggest we will probably see more. Donald Trump could talk about trade, and the FOMC could revise inflation language slightly higher. The dollar can only go on weakening if correlations between relative yields and FX remain broken.”