Newsquawk

Blog

  • APAC stocks traded mixed after the 100bps Fed rate hike bets unwound; Chinese Q2 GDP missed forecasts but June Retail Sales beat estimates
  • DXY was rangebound, EUR/USD was slightly firmer, USD/JPY took a breather from yesterday’s rally, and AUD/USD was softer after the Chinese growth data
  • 10yr USTs eked modest gains, Bunds remained elevated, and 10yr JGBs traded flat
  • Crude futures were choppy, Spot gold lacked firm direction, and copper...
Categories:
  • European bourses are pressured across the board, Euro Stoxx 50 -0.8%, but off worst levels while the FTSE MIB -1.9% languishes on domestic turmoil
  • Stateside, futures are off lows but in-fitting European benchmarks awaiting guidance from the key banking names due to report imminently
  • TSMC beat on top-line metrics, some cautious commentary; INTC reportedly to increase prices, via Nikkei
  • DXY continues to climb with peers impaired and USD/JPY...
Categories:
  • APAC stocks mostly traded with cautious gains, Nikkei 225 outperformed, and US equity futures were rangebound overnight
  • DXY remained above the 108.00 level and closer to 108.50, EUR/USD weakened, and USD/JPY extended above 138.00
  • 10yr USTs declined after the post-CPI fluctuations, Bunds continued to retreat, and 10yr JGBs were marginally lower
  • Crude futures remained choppy, spot gold was kept rangebound, and copper traded...
Categories:
  • European bourses are pressured and towards the mid-point of the morning's parameters as we await US inflation data
  • US futures more resilient, but similarly choppy, pre-CPI; ES +0.2%
  • DXY continues to modestly ease, but remains above 108.00; as GBP benefits from UK data while EUR/USD lifts away from parity
  • Core debt has faded from initial highs irrespective of broader sentiment; Italian & German supply well-received, US 30yr...
Categories:
  • APAC stocks were mostly positive as the region shrugged off the weak lead from Wall St; US equity futures eked marginal gains overnight
  • DXY lacked firm direction after the prior day’s choppy price action, EUR/USD was contained, and USD/JPY saw a rebound
  • 10yr USTs marginally weakened, Bunds were lower, and 10yr JGBs traded sideways
  • Crude futures were choppy, spot gold was rangebound, and copper was indecisive
  • RBNZ...
Categories:
  • European bourses are pressured in a broad China-COVID driven risk move, Euro Stoxx 50 -0.5%; alongside known concerns and a dismal ZEW
  • Stateside, futures are lower across the board; NQ choppy amid rate action and post-PEP earnings
  • DXY continues to climb while EUR/USD probes parity and the JPY regroups from earlier pressure
  • Core debt continues to climb and made further advances on ZEW, US 10yr ahead
  • Commodities are...
Categories:
  • APAC stocks were mostly negative after the weak performance across global counterparts; US equity futures extended on losses overnight
  • DXY remained firm above 108.00 for around its best levels in around two decades; EUR/USD almost hit parity
  • 10yr USTs were underpinned, Bunds held on to the prior day’s firm gains, and 10yr JGBs benefitted from haven demand
  • Crude futures were pressured by a firmer dollar, the negative risk tone, and China's...
Categories:
  • European bourses are pressured, Euro Stoxx 50 -0.5%, but well off post-open lows amid a gradual pick-up in sentiment
  • Stateside, futures are directionally in-fitting but with magnitudes less pronounced with earnings season underway from Tuesday; ES -0.4%
  • USD is bid and in proximity to Friday’s 107.79 best (107.75) thus far, with peers pressured and JPY lagging amid BoJ remarks
  • Antipodeans slip on the China COVID situation as Shanghai...
Categories:
  • APAC stocks traded mostly lower, US equity futures were pressured, and European equity futures are indicative of a lower open
  • DXY traded higher amid the mostly risk-averse mood, USD/JPY briefly rose above 137.00 and extended to its highest level since 1998
  • 10yr USTs remained subdued, Bunds languished beneath the 150 level, and 10yr JGBs were pressured
  • Crude futures were choppy whilst spot gold languished near last week's lows and industrial...
Categories:
  • SAT: Chinese Inflation (Jun).
  • MON: US Employment Trends (Jun), Eurogroup Meeting.
  • TUE: German ZEW Economic Sentiment (Jul), OPEC MOMR.
  • WED: RBNZ Announcement, BoC Announcement, Chinese Trade Balance (Jun), UK GDP (May), EZ Industrial Production (May), US CPI (Jun), US Cleveland Fed CPI (Jun), IEA OMR.
  • THU: BoK Announcement, Australian Labor Market Report, US PPI (Jun).
  • FRI: US...
Categories:
  • European bourses have been choppy throughout the session, moving between modest gains and losses despite a lack of fresh fundamental drivers
  • DXY continues to climb printing 107.79 at best, to the detriment of peers & commodities; before backing off modestly
  • USTs are steady pre-NFP while Bunds have been somewhat choppy, but generally relatively contained
  • Fresh fundamentals have been limited for commodities, and focused on familiar themes,...
Categories:
  • APAC stocks were higher across the board as the region took impetus from Wall St's fourth consecutive win streak.
  • Former Japanese PM Abe collapsed and was taken to hospital after he was shot in the chest during a speech.
  • European equity futures are indicative of a flat open with Eurostoxx 50 unchanged after the cash market closed up by 2.0% yesterday.
  • DXY traded on either side of 107, EUR/USD stalled just shy of 1.02 and JPY gained post-Abe...
Categories:
  • European bourses are firmer across the board, Euro Stoxx 50 +1.5%, in a continuation of the constructive APAC handover though action remains choppy.
  • Bourses, and US futures, were bolstered amid reports that China is considering USD 220bln of stimulus with unprecedented bond sales, via BBG.
  • DXY takes a reprieve and resided sub-107.00 with antipodeans leading on sentiment and GBP bid amid the looming resignation of PM Johnson
  • Reports on this...
Categories:
  • APAC stocks traded mostly positive but with gains capped following the choppy performance on Wall St.
  • FOMC Minutes stated that participants recognised the possibility that an even more restrictive stance could be appropriate if elevated inflation pressures were to persist.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +1.3% after the cash market closed up by 1.7% yesterday.
  • DXY eased back beneath 107, EUR/USD is...
Categories:
  • European bourses are firmer across the board, Euro Stoxx 50 +1.3%, continuing to take impetus from the NDX-led rebound in US hours
  • Stateside, futures are mixed/flat at present, but like their European peers have been choppy in overnight ranges awaiting data and Fed speak
  • DXY continues to lift, at 106.80 highs to the detriment of peers across the board ex-JPY on technical factors
  • In-fitting with the above, core debt is choppy but maintains...
Categories:
  • APAC stocks were mostly negative with risk appetite sapped by headwinds from the global growth concerns
  • DXY was rangebound and took a breather from the prior day’s outperformance, EUR/USD remained lacklustre, and USD/JPY retreated
  • 10yr USTs mildly pulled back but held on to most of the prior day’s gains and Bunds stalled overnight but with the downside limited
  • Crude futures nursed some of the prior day's near-record slump; WTI traded on both...
Categories:
  • European bourses are lower across the board, Euro Stoxx 50 -0.8%, as a broader risk-off move takes hold
  • Stateside, futures are in-fitting with this bit lifting incrementally off worst levels going into the US session
  • DXY climbs to a fresh YTD peak at 106.24, to the detriment of peers across the board though safe-havens are, relatively speaking, outperforming
  • Associated upside in fixed income has waned from initial highs, though associated...
Categories:
  • APAC stocks traded mostly positive amid a pick-up from the holiday lull although Chinese markets faltered.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +0.7% after the cash market closed up by 0.5% yesterday.
  • DXY is contained, JPY lags G10 FX with USD/JPY above 136.00, AUD was softer post-RBA rate hike. 
  • RBA hiked rates by 50bps, as expected, while it refrained from any hawkish surprises and reiterated its...
Categories:
  • APAC stocks traded mixed as early momentum in the region was partially offset by Chinese default and COVID concerns
  • US equity futures pulled back after Friday's gains with demand sapped amid the long weekend in the US
  • DXY traded rangebound amid the mixed risk appetite, EUR/USD and GBP/USD lacked direction, and USD/JPY remained subdued
  • The Biden administration is said to be split on whether to remove Chinese tariffs, according to FT...
Categories:
  • MON: German Trade Balance (May), EZ Sentix Index (Jul); US Independence Day.
  • TUE: RBA Announcement, South Korean CPI, EZ/UK/US Final Services and Composite PMI (Jun), US Durable Goods R (May).
  • WED: FOMC Minutes. German Industrial Orders (May), EZ Retail Sales (May), US ISM Services PMI (Jun).
  • THU: ECB Minutes, Australian Trade Balance (May), Swiss Unemployment (Jun), Canadian Trade Balance (May), US ADP National Employment (Jun),...
Categories:
  • European bourses are now mostly in the green to varying degrees after nursing opening losses
  • US equity futures remain in negative territory but off worst levels as the contracts coat-tail on some of Europe's upside
  • In FX, Dollar regroups after a late month-end fade amidst broad gain, JPY outperforms whilst high-beta G10s lag
  • Debt futures rack up more safe-haven gains before a recovery in risk sentiment and sharp...
Categories:
  • APAC stocks began the new trading month mostly in the red following a downbeat session on Wall St. which saw the S&P 500 close off its worst H1 performance since 1970
  • Chinese Caixin Manufacturing PMI data rose to its highest level since May 2021
  • European equity futures are indicative of a negative open with Eurostoxx 50 -0.9% after the cash market closed lower by 1.7% yesterday
  • DXY remains sub-105, JPY leads G10 FX whilst antipodeans...
Categories:
  • Risk-off experienced across most markets on the final day of the month, quarter, and half-year
  • European bourses are lower across the board; US equity futures succumb to the downside with NQ underperforming
  • In FX, DXY extends above 105.000, Yen regroups as yields drop, EUR/USD inches lower towards 1.04
  • Debt in demand on safe haven grounds rather than duration as curves steepen on less hawkish/more dovish market...
Categories:
  • APAC stocks were varied at month-end amid a slew of data releases including mixed Chinese PMIs.
  • European equity futures are indicative of a negative open with Eurostoxx 50 -0.5% after the cash market closed lower by 1.0% yesterday.
  • DXY lingers around the 105 mark, EUR/USD dipped as low as 1.0434 overnight, AUD leads G10 FX.
  • Crude futures nursed some of the prior day's losses but with the rebound capped by the mixed risk...
Categories:
  • European bourses are on the backfoot as the region plays catch-up to the losses on Wall Street yesterday
  • US equity futures trade on either side of the unchanged mark with no stand-out performers thus far
  • In FX, Dollar is mostly bid, CHF outperforms, JPY is rangy, EUR sees conflicting inflation prints, and antipodeans lag
  • Bunds unwind all and a bit more of their hefty post-NRW CPI gains as other German states show smaller inflation slowdowns...
Categories: