Societe Generale in its early Monday economic news summary pointed out:
-- Euro Stoxx futures -0.1%, yields soft, foreign exchange range trade ahead of "blockbuster" week. Eight central banks including the Federal Reserve, Trump/Putin phone call on Tuesday, German lower and upper house vote on spending. The clock ticks down to April 2 reciprocal and sectoral tariffs.
-- France AA- rating affirmed by Fitch, outlook stays negative. Greece raised to investment grade (Baa3 from Ba1) by Moody's on improved public finances and resilience. Romania's outlook cut to negative from stable by Moody's. Fitch affirmed Poland at A-, outlook stable.
-- China's January-February activity data beats forecasts: retail sales 4.0% year over year, industrial production 5.9%, FAI 4.1%. Data points to over 5% gross domestic product growth in Q1. Property investment -9.8% ear over year versus consensus -8.9%. China announces measures to boost consumption.
-- Week ahead: Fed, Bank of Japan, Bank of England, Sweden, South Africa, Chile forecast to keep rates on hold, Swiss central bank to cut by 25bps, Brazil to hike 100bps. U.S. retail sales on Monday, Germany ZEW survey on Tuesday, eurozone final consumer price index on Wednesday. United Kingdom employment on Thursday.
-- CFTC foreign exchange positioning: hedge funds turn net long euro 1.8% of OI, yen longs trimmed to 30.0%, sterling longs raised to 11.8%, Australian dollar shorts cut to 18.6%, Canadian dollar shorts reduced to 41.39, Swiss franc shorts lowered to 36.8%, Mexico's peso longs raised to 18.1%.
-- Nikkei +0.9%, EUR 10-year IRS unchanged at 2.74%, Brent crude +0.8% at $71.1/barrel, Gold flat at $2,988/oz.
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