EU S&P Global Composite PMI Final (May) 48.5 vs. Exp. 47.5 (Prev. 48.8)

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Iran's Foreign Ministry condemns US attacks on Iranian tanker and Qeshm island; Foreign Ministry "notes the direct and clear responsibility of the rulers of Kuwait and Bahrain for last night’s aggressive acts"

Citi on EGB supply in June: forecasts EUR 128bln of gross EGB supply (vs 143bln in May), lifting the NCR to EUR 93bln. The breakdown has 10yr supply at its lowest monthly level YTD, longer-dated is expected to increase.

EU S&P Global Composite PMI Final (May) 48.5 vs. Exp. 47.5 (Prev. 48.8)

German S&P Global Services PMI Final (May) 48.1 vs. Exp. 47.8 (Prev. 46.9)

German S&P Global Composite PMI Final (May) 48.8 vs. Exp. 48.6 (Prev. 48.4)

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  • "Price pressures have meanwhile intensified to their most worrying for over three years, hinting at inflation potentially running close to 4% in the coming months"
  • While one interest rate hike might be seen as an insurance policy, the case for further [ECB] rate hikes will be harder to make if the economy continues to weaken, not least as this softening of demand will itself constrain pricing power and wage growth."

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