Key US events line-up - ANZ

Analysts at ANZ explained that last night was just the warm-up for a big week for US bonds.

Key Quotes:

"TomorrowTrump’s State of the Union address, house prices, consumer confidence, T-bill auction."

"Jan 31: Treasury quarterly refinancing plans, FOMC (Janet Yellen’s swan-song), a swathe of second-tier US data."

"Feb 1: A bunch more data including ISM manufacturing and unit labour costs."

"Feb 2: Another US data dump: Non-farm payrolls, average hourly earnings, goods orders, consumer confidence, and San Francisco Fed’s John Williams is scheduled to speak."

"Add to that macro pile a bunch of key company earnings reports as well (Apple, Microsoft, Alibaba, Amazon, Facebook, PayPal, Boeing…)."

"Meanwhile, regional Fed surveys continue to suggest building US inflation pressure (last night’s Dallas Fed index showed prices received for finished goods rising to the highest since 2011), but whether the US exports inflation depends on the path of the USD."