HALISTER1: DBRS: BMO Reports Lower Linked Quarter Results for Q2 2017 on Lower Gains, Higher PCLs

DBRS: BMO Reports Lower Linked Quarter Results for Q2 2017 on Lower Gains, Higher PCLs

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
BMO CN (Bank of Montreal)

People
Peter Stavropoulos (DBRS Ltd)

Topics
Credit Analysis Research
Credit Research
Earnings Review Research
Fixed Income Research
Investment Research

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UUID: 7947283

HALISTER1: U.S. ECO PREVIEW: GDP, Durable Goods Due in 5 Minutes

U.S. ECO PREVIEW: GDP, Durable Goods Due in 5 Minutes

(Bloomberg) -- Following are forecasts for today’s U.S. economic releases as compiled by Bloomberg News:
  • GDP 0.9% q/q; range 0.3% to 1.1% (78 estimates)
  • PCE 0.4% q/q; range 0.3% to 0.7% (14 estimates)
  • GDP Price Index 2.3% q/q; range 2.1% to 2.4% (26 estimates)
  • Core PCE Prices 2% q/q; range 2% to 2% (9 estimates)
    • "Upward revisions to construction spending and retail sales could push overall growth slightly higher. However, the picture of weak economic performance in 1Q, due to consumers taking a pause, will remain intact": Bloomberg Intelligence
    • Initial first-quarter GDP estimate registered 0.7 percent increase, weakest since early 2014
  • Durables -1.5% m/m; range -3.9% to 0.8% (76 estimates)
  • Durables Ex-Trans 0.4% m/m; range -0.6% to 1.1% (52 estimates)
  • Cap Gds Nondef Ex Air 0.5% m/m; range -1% to 1% (23 estimates)
  • Cap Gds Ship Nondef Ex Air 0.5% m/m; range -0.3% to 0.7% (5 estimates)
    • "Core durable-goods orders and shipments have trended steadily higher as the factory sector emerges from a soft patch that weighed on aggregate demand from 2011-15": Bloomberg Intelligence
    • Total orders have been on the rise since December

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER1: Driver UK Master S.A. acting for and on behalf of its Compartment 3 - DBRS Rating Report

Driver UK Master S.A. acting for and on behalf of its Compartment 3 - DBRS Rating Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

People
Paolo Conti (DBRS Inc)

Topics
Credit Analysis Research
Credit Research
Fixed Income Research
Investment Research
Reports

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UUID: 7947283

HALISTER1: Gilt 2/10 Curve May Flatten to 88bps and Beyond, Charts Suggest

Gilt 2/10 Curve May Flatten to 88bps and Beyond, Charts Suggest

(Bloomberg) -- Gilt 2s10s curve could come under further bull-flattening pressure, with 88bps support now cropping up on radar, the year-to-date low, Bloomberg technical analyst Sejul Gokal writes.
  • See live chart here; 2s10s now at 93bps
  • 2s10s curve steepening has faltered right against 13-DMA resistance at 98bps, with overhead ichimoku cloud providing further headwinds this week
    • MACD histogram is negative and far from Feb. and April extremes, suggesting flattening leg/momentum in its infancy
  • Interim curve support at 91bps (May 18 low); deeper compression level seen at 88bps (low of French 1st round election day); larger objective at 76bps (61.8% Fibonacci of 2016 widening move)
    • A steeping move above 100bps could challenge the flattening bias, with a move above 105 bps (at close) to firmly negate the outlook
  • Weaker-than-expected U.K. 1Q growth data, lower oil prices and narrowing gap between the Conservative and Labour parties in latest election poll have collectively helped underpin long-end gilts this week
  • GBP OIS forward markets show decreasing bets on a rate hike by mid-2018. The implied odds of a 25bps increase by June 2018 has slumped to 32% vs. 80% about two months ago (assuming 4bps Sonia-base rate corridor)
  • NOTE: Sejul Gokal is a technical strategist who writes for Bloomberg. The observations he makes are his own and are not intended as investment advice.

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283