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  • APAC stocks traded mostly lower following the weak handover from global counterparts and following a surprise contraction in Chinese Caixin Manufacturing PMI.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.9% after the cash market closed down by 1.3% yesterday.
  • DXY is firmer and on a 109 handle, EUR/USD hovers around parity, GBP/USD is sub-1.16 and USD/JPY is at its highest level since 1998.
  • US and...
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  • Initial upside faded as broader price action took another hawkish turn amid inflation data, Euro Stoxx 50 -1.0%
  • Stateside, futures are mixed around the unchanged mark, ES -0.1%, though are similarly well off best levels with data and Fed speak due.
  • DXY bid but shy of YTD peak, EUR lags despite HICP with peers generally under modest pressure ex-AUD
  • Core benchmarks experienced a fairly contained start to the session, though this proved to be...
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  • APAC stocks were mostly negative following the losses across global counterparts which saw losses of around 1% on Wall St.
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +0.6% after the cash market closed down by 0.2% yesterday.
  • DXY hovers around 108.50, AUD leads G10 FX, EUR/USD remains above parity, cable eyes 1.17 to the upside. 
  • Crude nursed some of its losses after having suffered...
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  • European bourses are supported in tandem with pressure in European gas prices, Euro Stoxx 50 +1.7%; US futures firmer across the board
  • DXY under 108.50 to the benefit of peers (ex-CHF) and in particular antipodeans and the EUR, latter aided by gas prices
  • EGBs bid as benchmarks recoup from Monday's pressure, USTs in-fitting and looking to Fed's Williams
  • WTI and Brent futures have pared back around half of the prior day's gains; Iraq output...
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  • APAC stocks were mixed following a soft Wall St. lead heading into month-end; S&P 500 -0.67%.
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +0.6% after the cash market closed down by 0.9% yesterday.
  • DXY is back below 109.00, price action in G10 FX is largely contained, EUR/USD hovers around parity.
  • Fed's Kashkari (2023 voter) said he was happy to see how Fed Chair Powell's Jackson Hole speech...
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  • European bourses are under pressure amid the weekend's central bank hawkishness, Euro Stoxx 50 -1.5%; note, FTSE 100 away for a Bank Holiday.
  • US futures are similarly subdued, ES -1.0%, in tandem with Europe as specific updates are somewhat limited ahead of a packed week of data.
  • DXY neared 109.50 but has since pulled back below the 109.00 mark with peers under pressure across the board and the JPY lagging.
  • EGBs slump following weekend...
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  • APAC stocks took their cue from Friday's sell-off on Wall St post-Powell which saw the S&P 500 close lower by 3.4%.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -1.3% after the cash market closed down by 1.9% on Friday.
  • DXY printed a fresh YTD peak overnight, hawkish ECB talk was unable to support EUR vs. USD, JPY lags G10 FX.
  • ECB’s Kazakhs said the ECB should discuss 50bps and 75bps hikes in...
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  • MON: EU Defence Ministers Meeting (1/2), UK Summer Bank Holiday; Australian Retail Sales (Jul), Swedish Trade Balance (Jul).
  • TUE: EU Defence Ministers Meeting (1/2), NBH Policy Announcement; Japanese Unemployment (Jul), German CPI Prelim. (Aug), UK BoE Consumer Credit (Jul), EZ Consumer Confidence Final (Aug), US Consumer Confidence (Aug), JOLTS (Jul).
  • WED: Japanese Retail Sales (Jul), Japanese Consumer Confidence (Aug), Chinese NBS PMIs (Aug), German...
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  • European bourses are currently contained, Euro Stoxx 50 -0.2%, as initial price action eased with catalyst thin pre-Powell
  • Stateside, futures are under modest pressure, ES -0.4%, and the NQ -0.6% lags slightly given modest yield upside
  • DXY fades initial gains with EUR marginally back above parity and peers generally contained though NZD & JPY lag
  • Despite fairly pronounced ranges, around 100 ticks in Bunds, the general tone is tentative...
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  • APAC stocks took impetus from Wall St where stocks eventually ramped up heading into the close (SPX +1.41%, NDX +1.75%)
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +0.5% after the cash market closed up by 0.2% yesterday
  • DXY is contained on a 108 handle, antipodeans lag G10 FX, EUR/USD remains below parity, cable hovers around 1.18
  • EU's Borrell said they have received the US answer to Iran's response...
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  • European bourses are essentially unchanged, Euro Stoxx 50 -0.1%, as an initial pronounced foray higher around the cash open that occurred without driver has dissipated.
  • Stateside, futures remain modestly firmer but are similarly off best levels, ES +0.5%, ahead of Jackson Hole beginning today (Powell on Friday).
  • DXY remains on a softer fitting from the APAC session, peers broadly benefitting though magnitudes differ; Antipodeans outpace, EUR...
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  • APAC stocks took impetus from the positive handover from Wall St (S&P 500 +0.3%) but with gains capped as attention remained on the looming Jackson Hole Symposium.
  • European equity futures are indicative of a slightly higher open with the Euro Stoxx 50 future +0.3% after the cash market closed up by 0.4% yesterday.
  • DXY is softer after the index failed to hold above 109, antipodeans leads G10 FX, EUR/USD hovers around parity.
  • It was...
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  • Cautious price action in European hours with fresh drivers limited and the docket sparse ahead of Jackson Hole commencing on Thursday (Powell Friday), Euro Stoxx 50 -0.1%
  • Stateside, futures are in-fitting both directionally and in terms of magnitude, ES -0.1%.
  • DXY has recouped some of Tuesday's pressure, but has failed to make much ground above 108.80; GBP lags while havens outperform
  • Initial pronounced EGB pressure briefly abated and...
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  • APAC stocks were mixed following the lacklustre lead from global counterparts (SPX -0.26%, NDX -0.07%).
  • European equity futures are indicative of soft open with the Euro Stoxx 50 future -0.3% after the cash market closed lower by 0.2% yesterday.
  • DXY clawed back some data-inspired losses, JPY leads G10 FX, antipodeans marginally lag. 
  • Fed’s Kashkari suggested the FOMC can only relax on rate hikes when there is compelling evidence that...
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  • European bourses have reversed initial pressure following EZ Flash PMIs, Euro Stoxx 50 +0.2%, which were mostly mixed though noted of less intense price pressures.
  • Stateside, futures are firmer, ES +0.2%, and have been in-fitting with European peers throughout the morning awaiting their own Flash PMI metrics.
  • DXY reversed earlier gains after coming close to the YTD peak at 109.29 before pulling back; EUR/USD tested 0.99 before...
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  • APAC stocks were mostly lower after the negative mood rolled over from global counterparts amid growth and energy-related concerns.
  • European equity futures are indicative of a flat open with the Euro Stoxx 50 future unchanged after the cash market closed lower by 1.9% yesterday.
  • DXY sits on a 109 handle, EUR/USD remains below parity, antipodeans fare slightly better vs. greenback.
  • Saudi Energy Minister said OPEC+ may need to tighten output...
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  • European bourses are under pressure, Euro Stoxx 50 -1.8%, amid Nord Stream 1 maintenance.
  • US futures are in-fitting both in terms of direction and magnitude, ES -1.3%, amid global recession and inflation fears.
  • DXY has extended above Friday's peak as EUR/USD probes parity once as safe havens benefit somewhat from the broader tone
  • Action that also saw pronounced initial fixed income upside; however, this has waned as inflation implications...
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  • APAC stocks were mostly lower after last Friday’s declines in stocks and bonds across global markets
  • DXY traded rangebound near a monthly high, EUR/USD remained lacklustre, and USD/JPY was kept afloat
  • Russia is to shut the Nord Stream 1 pipeline for three days citing maintenance; China’s Sichuan extended its factory power cuts
  • The PBoC cut the 1-Year LPR by 5bps to 3.65% and reduced the 5-Year LPR by 15bps to 4.30% vs expectations for a...
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  • MON: PBoC LPRs & Israel Policy Announcement; Swiss M3 (Jul), UK CBI Trends (Aug), US National Activity Index (Jul).
  • TUE: NBP Policy Announcement; Australian, EZ, UK & US Flash PMIs (Aug), EZ Consumer Confidence Flash (Aug).
  • WED: South African CPI (Jul), Canadian Business Barometer (Aug), US Durable Goods (Jul).
  • THU: Fed Jackson Hole (1/3), ECB Minutes (Jul), CBRT Minutes (Aug); German GDP Detailed (Q2), Norwegian Labour...
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  • European bourses are under modest pressure, Euro Stoxx 50 -0.6%, in a session of limited newsflow with focus on continuing hawkish price action.
  • Stateside, given the hawkish action, NQ -1.0% is the incremental underperformer ahead of commentary from 2024 voter Barkin.
  • Commodities are under broad pressure given USD strength with crude curtailed as it awaits another JCPOA response.
  • Dollar continues to reign as risk sentiment sours again and...
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  • APAC stocks lacked firm direction despite the mild tailwinds from the US where sentiment was somewhat underpinned by mostly encouraging data.
  • European equity futures are indicative of a marginally lower open with the Euro Stoxx 50 future -0.2% after the cash market closed higher by 0.6% yesterday.
  • DXY has continued to strengthen on a 107 handle, EUR is sub 1.01, GBP/USD hovers around the 1.19 mark.
  • Indonesian President Widodo said Chinese...
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  • European bourses began the session mixed/flat and are yet to gain any real traction in relatively limited newsflow, Euro Stoxx 50 +0.5%.
  • Stateside, performance is similar ahead of a few corporate updates, data and Fed speak, ES +0.1%
  • WTI and Brent were bolstered by rhetoric from the Russian Defence Ministry re. Zaporizhia and as China's President Xi spoke
  • Spot gold experienced a marginal haven bid while broader metals are more...
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  • APAC stocks mostly declined following the weak handover from global counterparts as markets ramped up hawkish central bank pricing.
  • FOMC Minutes noted many officials saw a risk the Fed could tighten more than necessary.
  • European equity futures are indicative of a marginally higher open with the Euro Stoxx 50 future +0.2% after the cash market closed lower by 1.3% yesterday.
  • FX markets are relatively contained with the DXY remaining...
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  • European bourses have dipped from initial mixed/flat performance and are modestly into negative territory, Euro Stoxx 50 -0.5%.
  • Stateside, futures are under similar pressure awaiting fresh corporate updates (LOW & TGT thus far) and the July FOMC Minutes, ES -0.6%.
  • USD bid but off best with Retail Sales and Minutes ahead, GBP pulls back from initial post-CPI gains, JPY hit on differentials
  • Debt retracement continues as yields climb while...
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  • APAC stocks just about shrugged off the choppy lead from the US where markets were tentative amid mixed data signals and strong retailer earnings.
  • European equity futures are indicative of a marginally higher open with the Euro Stoxx 50 future +0.5% after the cash market closed higher by 0.4% yesterday.
  • DXY is contained, EUR/USD lost steam ahead of 1.02, NZD is firmer post-RBNZ.
  • RBNZ delivered a hawkish 50bps (as expected) rate hike in which...
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