Plenty of central bank speeches on the agenda today, and much else besides

2245GMT - New Zealand - Card Spending for March

  • Retail expected +0.5% m/m, prior -0.3%
  • Total, prior +0.1%

2300 GMT - Reserve Bank of New Zealand McDermott to speak on inflation and targeting

2301 GMT - UK house price data for March

  • RICS House Price balance, expected 2%, prior 0%

2350 GMT - Japan money stock for March, also international securities flows for the week

0030 GMT - Bank of Japan Governor Kuroda speaking

  • At a BOJ branch managers meeting

0045 GMT - PBOC Governor speaking again today, will be joined by IMF MD Lagarde

0100 GMT - Australia - Consumer inflation expectations (April)

0130 GMT - Australia - Housing finance data for February (the data focus for the session)

  • Home loans expected -0.4% m/m, prior -1.1%
  • Investment lending prior +1.1%
  • Owner occupier lending, prior +0.5% m/m
  • Markets are looking for further evidence of a 'soft landing' (or otherwise ...) - I'll have more to come on this separately

0130 GMT - Australia again - credit card purchases and balances for February, prior AUD 25.6bn and AUD 51.6bn respectively

0300 GMT - PBOC dep gov Pan Gongsheng speaking

Later, due at 06015 GMT - China vice fin min speaking

And, later still, due at 0630 GMT - Bank of England Broadbent speaking (in Australia)