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The Day Ahead: Top 3 Things to Watch

Published 2018-06-21, 04:27 p/m
What to watch out for in tomorrow's session
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Investing.com - Here's a preview of the top 3 things that could rock markets tomorrow.

1. Services, Manufacturing Data

An update on both the U.S. manufacturing and services sector rounds off the week of top-tier economic data.

The Manufacturing Purchasing Managers' Index (PMI) at 9:45AM ET is forecast to show a preliminary reading of 56.3 for June, while the Services PMI is expected to show a reading of 56.4.

Economic data so far this week has largely taken a backseat amid escalating trade war concerns as both the U.S. and China were embroiled in a tit-for-tat tariff spat.

The U.S. tariff on $50 billion in Chinese imports is slated for July 6, but risk assets have shown just a modicum of concern, and remain optimistic, according to BNY Mellon.

"Whether or not the impending deadline of July 6 increases the odds of an economically destabilizing escalation remains to be seen, although we sense that the markets remain cautiously optimistic to those prospects," BNY Mellon said in an email to clients.

The Dow Jones Industrial Average closed lower for the eighth day in a row.

2. Selloff in Online Retailers Overdone?

Shares of online retailers including Amazon declined after the U.S. Supreme Court overturned the Quill ruling, paving the way for states and local governments to start collecting sales taxes from internet retailers that don't currently charge tax to their customers.

Yet, the impact on e-commerce companies including Amazon, will be limited, according to JPMorgan.

Amazon already collects sales taxes on direct sales and can easily do the same on third party sales, the bank said.

JPMorgan warned, however, that the tech sector has become overbought, so negative headlined risk is as good a reason as any to book profits.

Shares of Amazon.com Inc (NASDAQ:AMZN), eBay Inc (NASDAQ:EBAY) and Overstockcom Inc (NASDAQ:OSTK) closed lower.

3. OPEC Decision, US Rig Count Data Eyed

The weekly instalment of drilling activity from Baker Hughes on Friday, will provide investors with clues on U.S. oil production but will likely be overshadowed by developments at the OPEC meeting.

Ahead of the OPEC announcement on a possible crude output hike, Saudi Arabian Energy Minister Khalid al-Falih said OPEC and non-OPEC members were close to reaching a deal to lift oil production.

The oil-cartel's attempts to reach a consensus on a crude output hike has been plagued by other OPEC members including Iran who have appeared unwilling to compromise.

Crude prices fell on Thursday heading into settlement as traders appeared to take profits on gains ahead of the OPEC decision.

Crude futures settled 0.26% lower at $65.54 a barrel.

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