Week ahead: Janet Yellen, UK employment data in focus

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Sharecast News | 07 Jul, 2017

Focus next week will be on testimony from the head of the Federal Reserve before a US Congressional panel.

On Wednesday, Janet Yellen will deliver her semi-annual testimony before the House of Representatives's Committee on Financial Services, with investors keen for further clues about the Fed's plans after the minutes of its 13-14 June policy meeting appeared to show divisions at the central bank about when to start rolling back its balance sheet.

Against that backdrop, also on Wednesday ONS will release the latest monthly employment report for the UK.

Those figures will arrive amid increased speculation of a possible hike in Bank Rate following recent more hawkish comments from Bank of England chief economist Andy Haldane himself and even his own boss, Mark Carney.

Nonetheless, analysts at Fathom Consulting and Oxford Economics remain unconvinced that a hike is on the cards any time soon.

"With economic growth set to soften further through the second half of this year, either the Committee will pull the trigger next month, or rates are on hold more or less indefinitely. We suspect it will be the latter," said Joanna Davies at Fathom Consulting.

For his part, Anrew Goodwin at Oxford Economics is of a similar view.

In a research note sent to clients on 7 July, Goodwin said: "against this backdrop of soft activity and signs that inflationary pressures are weakening it is hard to fathom why some MPC members have taken a more hawkish view of late.

"We think it unlikely that there will be more than two votes to raise interest rates at the August meeting and in our view markets are significantly overstating the probability of a rate hike this year."

Goodwin forecast British gross domestic product in the second quarter of 2017 would grow at an unspectacular rate of 0.3% quarter-on-quarter and perhaps even by as little as 0.2%.

Further out in the week, Friday will see a barrage of top-tier economic data releases in the States, including readings on consumer prices, industrial production and retail sales.

In the euro area, the spotlight will be trained on industrial production numbers for May on Wednesday and readings on harmonised consumer prices in Germany, France and Spain on Thursday.

Monday July 10

QUARTERLY PAYMENT DATE

XP Power Ltd. (DI)

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Consumer Credit (US) (20:00)

Current Account (GER) (07:00)

FINALS

Accrol Group Holdings, Falanx Group Ltd

DRILLING REPORT

Centamin (DI)

EGMS

SerVision

AGMS

Aberdeen Japan Investment Trust , Capital Gearing Trust

FINAL DIVIDEND PAYMENT DATE

3i Infrastructure, Great Portland Estates, Nasstar, Safestyle UK

Tuesday July 11

INTERIMS

Amino Technologies, Low & Bonar, Polar Capital Global Financials Trust

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Wholesales Inventories (US) (13:30)

FINALS

Collagen Solutions, Gateley (Holdings) , Ilika, Polar Capital Technology Trust

AGMS

JPMorgan Euro Small Co. Trust, LondonMetric Property, Marks & Spencer Group, Northern Investors Co, Palace Capital , Perpetual Income & Growth Inv Trust, Pets at Home Group , Shires Income, U And I Group, Young & Co's Brewery 'A' Shares, Young & Co's Brewery (Non-Voting)

TRADING ANNOUNCEMENTS

Carillion, Galliford Try, Gocompare.com Group, Marks & Spencer Group, Pagegroup

UK ECONOMIC ANNOUNCEMENTS

RICS Housing Market Survey (00:01)

Wednesday July 12

INTERIM DIVIDEND PAYMENT DATE

Hollywood Bowl Group

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Crude Oil Inventories (US) (15:30)

Industrial Production (EU) (11:00)

MBA Mortgage Applications (US) (12:00)

FINALS

Micro Focus International, The Fulham Shore

DRILLING REPORT

Hochschild Mining

AGMS

Altitude Group, Biotech Growth Trust (The), BT Group, Global Fixed Income Realisation Limited, Magnolia Petroleum, MyCelx Technologies Corporation (DI), Nex Group , Northern 2 VCT, Speedy Hire

TRADING ANNOUNCEMENTS

Barratt Developments, Burberry Group, Eve Sleep PLC, Nex Group , Robert Walters, Wetherspoon (J.D.), Xaar

UK ECONOMIC ANNOUNCEMENTS

Claimant Count Rate (09:30)

FINAL DIVIDEND PAYMENT DATE

Alliance Pharma

Thursday July 13

INTERIM EX-DIVIDEND DATE

Autins Group, Blackrock Income And Growth Investment Trust, Chrysalis VCT, Netcall, Safestore Holdings, Schroder UK Mid Cap Fund, Treatt, WH Smith

QUARTERLY EX-DIVIDEND DATE

JPMorgan Asian Investment Trust, Merchants Trust, Middlefield Canadian Income PCC, Primary Health Properties

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Initial Jobless Claims (US) (13:30)

Producer Price Index (US) (13:30)

FINALS

AdEPT Telecom, Dart Group

IMSS

ITE Group

SPECIAL EX-DIVIDEND DATE

Chrysalis VCT, Establishment Inv Trust

AGMS

Atalaya Mining, Babcock International Group, BTG, Burberry Group, Helical, JPMorgan Income & Capital Inv Trust, Land Securities Group, Northern 3 VCT, Redt Energy , Renewi , Sports Direct International, Summit Germany Limited, Telford Homes, Templeton Emerging Markets Inv Trust, Templeton Emerging Markets Inv Trust, Templeton Emerging Markets Inv Trust, Triple Point VCT 2011, Wynnstay Properties

TRADING ANNOUNCEMENTS

ASOS, Babcock International Group, Hays, Premier Oil, SSP Group

FINAL DIVIDEND PAYMENT DATE

Inspired Energy, Young & Co's Brewery 'A' Shares, Young & Co's Brewery (Non-Voting)

FINAL EX-DIVIDEND DATE

Anpario, Calculus VCT 'D', Castings, Cropper (James), D4T4 Solutions, Dekeloil Public Ltd, Establishment Inv Trust, F&C Global Smaller Companies, Halma, Invesco Asia Trust, Mission Marketing Group, Mountview Estates, Sirius Real Estate Ltd., Supergroup, Ventus 2 VCT, Ventus VCT, VP

Friday July 14

INTERIM DIVIDEND PAYMENT DATE

Britvic, Elegant Hotels Group , Maven Income & Growth 3 VCT, Maven Income & Growth 4 VCT, Maven Income & Growth VCT, Topps Tiles

QUARTERLY PAYMENT DATE

Regional REIT Limited, Schlumberger Ltd.

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Balance of Trade (EU) (11:00)

Consumer Price Index (US) (13:30)

Retail Sales (US) (13:30)

SPECIAL DIVIDEND PAYMENT DATE

Electra Private Equity, Taylor Wimpey, Triple Point Income VCT

EGMS

Bahamas Petroleum Co

AGMS

DCC, Kemin Resources, NewRiver REIT, Workspace Group, ZCCM Investments Holdings 'B' Shares

FINAL DIVIDEND PAYMENT DATE

Aberdeen Japan Investment Trust , Anglo-Eastern Plantations, C&C Group, Marks & Spencer Group, New Century AIM VCT 2, Pets at Home Group , ProVen Growth & Income VCT, ProVen VCT, Scisys, TBC Bank Group, Telford Homes, Triple Point Income VCT, Triple Point Income VCT A, Triple Point Income VCT C, Triple Point Income VCT D

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