Friday, 14 August 2015

Weekend Update – Jam Tomorrow!!!



Prediction is very difficult, especially if it's about the future.

Niels Bohr

Below, Euroland misses again!  But not to worry, it’s all going to be jam tomorrow, say the experts.  Not if Brussels has any say in the matter.  But the future looks bright in China, as in adding almost 19 tonnes of gold in July.

"[The] Eurozone economy is still growing at a middling pace based on a variety of leading indicators," Eric Lascelles, chief economist at RBC Global Asset Management, said.
"Looking forward, we expect the quarterly growth rate to pick up to 0.5 per cent to 0.7 per cent over the next year (consistent with more than 2 per cent annualised growth) as fiscal austerity fades, risk appetite returns and lending conditions continue to improve."

I never think of the future - it comes soon enough.

Albert Einstein

Eurozone economic growth misses expectations in the second quarter
14 August 2015 10:05am
The Eurozone economy put in a disappointing performance in the second quarter, despite the European Central Bank's (ECB) generous stimulus package.

A flash estimate from Eurostat showed the 19-country bloc grew 0.3 per cent in the three months to June, down from 0.4 per cent at the start of the year, and missing economists' expectations for no change. 

It follows months of disappointing economic surveys - such as industrial production, retail sales and construction.

And it's hardly surprising given earlier data showed the Eurozone's two biggest economies - Germany and France - experienced lacklustre growth in the second quarter. Additionally, economic expansion in Italy and the Netherlands was also weaker than forecast.

French economic output was zero in the three months to June, according to its official statistics body Insee. This came in below economists' expectations for a 0.2 per cent increase. It was weighed down by declines in investment and inventories, as well as consumer spending.

Germany's economy grew by an anaemic 0.4 per cent during the same period according to its official statistics body Destatis. This was also below the 0.5 per cent economists had forecast. While exports had received a boost from the weak euro, investment declined.

At the beginning of this year it looked like the Eurozone economy had turned a corner. This was thanks to a happy confluence of the ECB's bond-buying programme, a weak euro and low oil prices.

Since then the Greek debt crisis has hit business and consumer confidence. Meanwhile fears surrounding a slowdown in the Chinese economy rage on. But analysts predict the Eurozone economy will shrug this off in the second half of this year.
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But it doesn’t look like jam tomorrow to the oil patch. If commodities are correctly calling the future, a deflationary bust or worse lies ahead.

Oil's Worst-Ever Summer Signals Price Rout Is Nowhere Near Done

August 14, 2015 — 11:29 AM BST
If crude’s slump back to a six-year low looks bad, it’s even worse when you reflect that summer is supposed to be peak season for oil.

U.S. crude futures have lost 30 percent since the start of June, set for the biggest drop since the West Texas Intermediate crude contract started trading in 1983. That beats the summer plunges during the global financial crisis of 2008, the Asian economic slump in 1998 and the global supply glut of 1986.

It even surpasses the decline of 2011, when prices fell as much as 21 percent over the summer as the U.S. and other large oil-importing nations released 60 million barrels of oil from emergency stockpiles to make up for the disruption of Libyan exports during the uprising against Muammar Qaddafi.

WTI, the U.S. benchmark, fell to a six-year low of $41.35 a barrel Friday. It may slide further, according to Citigroup Inc.

“Summer is when refineries are all running hard, so actual demand for crude is as good as it gets,” Seth Kleinman, London-based head of energy strategy at Citigroup Inc., said by e-mail.

OPEC’s biggest members are pumping near record levels to defend their market share and U.S. production is withstanding the collapse in prices and drilling. The oil market is still clearly oversupplied and “it will get more so as refiners go into maintenance,” Kleinman said.

Oil demand usually climbs in the summer as U.S. vacation driving boosts purchases of gasoline and Middle Eastern nations turn up air-conditioning. 
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UPDATE 1-China gold holdings up in July in 2nd monthly update

Judy Hua and Manolo Serapio Jr  54 Mins Ago

Reserves updates seen coming more frequently in transparency bid

* Holdings rise to 53.93 mln troy oz, from 53.32 mln at end-June

(Adds analysts' comments, details)

BEIJING/MANILA, Aug 14 (Reuters) - China's gold reserves rose by nearly 19 tonnes in July from June, the central bank said on Friday, disclosing its holdings for the second time in two months in a move seen as a Beijing bid to increase transparency.

Before China announced its gold holdings for end-June last month, the last time it had adjusted its reserves figure was in April 2009.

The gold reserves stood at 53.93 million troy ounces by the end of July, up from 53.32 million at end-June, the central bank said, an increase of about 610,000 troy ounces or nearly 19 tonnes. 
The increase is equivalent to about $680 million at current prices.

"If they're now reporting every month and the numbers are different then it certainly does a lot for the transparency of the gold market in China," said Victor Thianpiriya, commodity strategist at ANZ Bank in Singapore.

China had previously considered its gold holdings a state secret and did not report its holdings on a monthly basis to the International Monetary Fund as most other countries do.
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The future ain't what it used to be.

Yogi Berra

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