Newsquawk

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  • European bourses trade choppy, US futures edge lower ahead of the US NFP report.
  • USD eyes NFP, JPY boosted by BoJ source report, GBP unable to recoup lost ground.
  • Fixed income a touch lower ahead of US jobs data, Gilts continue to underperform.
  • Crude soars on geopolitical updates, Industrial commodities bolstered by Chinese commentary.
  • Looking ahead, US & Canadian Jobs, US UoM Survey, Chinese M2 Money Supply,...
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  • APAC stocks were mostly subdued in the absence of a lead from Wall St owing to the National Day of Mourning.
  • US President-elect Trump said Russian President Putin wants to meet and 'we' are setting it up.
  • Fed’s Bowman (voter) said she supported the December rate cut as a final step in policy calibration.
  • European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future -0.1% after the cash market closed with gains of...
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  • European bourses are mixed whilst US is away amid the National Day of Mourning in honour of President Jimmy Carter.
  • Pound under pressure as Cable hangs by a thread; DXY broadly firmer vs peers (ex-JPY).
  • Gilts gap lower and hit 89.00 but have since pared into an imminent parliamentary question, hefty European supply well received.
  • Subdued trade in energy but base metals tilt higher.
  • Looking ahead, Fed's Harker,...
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  • APAC stocks were mostly negative following the cautious mood in global counterparts amid the recent UK bond market turmoil and Trump tariff reports.
  • FOMC Minutes stated that participants indicated the Fed was at or near a point at which it would be appropriate to slow the pace of easing.
  • European equity futures indicate a flat cash market open with Euro Stoxx 50 futures unchanged after the cash market closed with losses of 0.3% on...
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  • European bourses climb modestly into the green after opening around flat, US futures gain.
  • DXY continues its rebound ahead of front-loaded US data, currently eyeing 109.00 to the upside.
  • Fixed benchmarks contained into a packed US session and 30yr supply.
  • Upside in crude, precious metals, and copper, despite a firmer Dollar.
  • Looking ahead, Highlights include US Jobless Claims, Wholesale Inventory and EIA Nat Gas...
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  • APAC stocks traded mixed following the weak handover from Wall St where tech underperformed as yields climbed after the hot ISM Services and strong JOLTS data.
  • Hang Seng and Shanghai Comp were pressured with market participants underwhelmed by the latest NDRC press briefing in Beijing.
  • AUD/USD choppy following the latest monthly inflation data from Australia in which the Weighted CPI printed firmer than expected but the annual trimmed mean CPI softened from...
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  • European bourses are mixed, US futures gain slightly.
  • USD remains soggy vs. peers, EUR digests CPI metrics, Antipodeans lead.
  • USTs are contained into data, EGBs lift slightly on HICP, Gilts lag.
  • A choppy start for crude while spot gold benefits from the broadly softer Dollar.
  • Looking ahead, US ISM Services PMI, JOLTS Job Openings, International Trade, Canadian Imports/Exports, Comments from Fed's Barkin, Supply from...
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  • APAC stocks were mostly higher following the tech strength stateside where Nvidia briefly reclaimed the largest market cap title and closed at a fresh record.
  • DXY felt some slight reprieve from the prior day's selling pressure, EUR/USD held on to most of yesterday's gains, USD/JPY briefly breached the 158.00 level to the upside.
  • Canada reportedly considers an early release of retaliatory tariffs against the US, according to The Globe and...
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  • European bourses are generally in the green; the NQ outperforms, with Tech lifted after Foxconn reported record Q4 revenue.
  • USD is on the backfoot which has helped to lift G10 peers, JPY underperforms.
  • USTs are pressured ahead of 3yr supply; Gilts underperform after a survey showed that 55% of UK businesses intend to lift prices in the next three months (prev. 39%).
  • Crude and gold are on the backfoot despite the softer...
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  • APAC stocks traded mostly subdued following the lack of macro catalysts over the weekend and as participants digested the mixed signals from Chinese Caixin PMI data, while Japanese markets underperformed in their first trading session of 2025.
  • Hang Seng and Shanghai Comp were choppy following the somewhat mixed PMI data in which Chinese Caixin Services PMI data beat expectations, but the Caixin Composite PMI figure slowed.
  • US Republican Mike Johnson was re-elected...
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  • MON: EZ, UK & US Final Composite & Services PMIs (Dec), German Prelim. CPI (Dec), US Factory Orders (Nov)
  • TUE: Swiss CPI (Dec), EZ Flash HICP (Dec), Canadian Trade Balance (Nov),US ISM Services PMI (Dec), JOLTS (Nov)
  • WED: FOMC Minutes (Dec); German Retail Sales (Nov), Swedish CPIF (Dec), Australian CPI (Nov), US ADP (Dec)
  • THU: German Trade Balance (Nov), EZ Retail Sales (Nov), US Jobless Claims (w/e...
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  • European bourses are generally lower whilst US futures gain modestly.
  • USD is a little lower, holding around the 109.00 mark.
  • Mild divergence in fixed income, USTs a little higher whilst EGBs are pressured
  • Commodities fail to benefit from a softer Dollar as crude gives back recent strength.
  • Looking ahead, US ISM Manufacturing PMI, US House Speaker Vote, Fed’s Barkin & ECB's Lane.
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  • APAC stocks were ultimately mixed with most major indices higher although the gains were capped following the negative handover from the US.
  • PBoC is reportedly to plan a policy overhaul as pressure mounts on the economy; likely it would cut interest rates at an appropriate time.
  • European equity futures indicate a slightly softer cash open with Euro Stoxx 50 futures down 0.1% after the cash market closed higher by 0.5% on Thursday.
  • USD is a...
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  • European bourses give back early morning strength; US futures gain with modest outperformance in the NQ.
  • USD began the session on a weaker footing but is now flat.
  • USTs firmer after China Manufacturing PMI and ahead of their own metrics
  • Crude on a firmer footing while base metals are capped by sub-par Chinese PMIs.
  • Looking ahead, US Jobless Claims, Manufacturing PMI, Refunding Announcement.
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  • Stoxx 600 edges a little higher, US futures trade either side of the unchanged mark.
  • DXY is essentially flat with price action ultimately rangebound in quiet newsflow.
  • USTs are slightly softer ahead of US supply; Bunds are closed for trade.
  • Crude oil holds an upward bias, base metals are modestly firmer.
  • Looking ahead, Richmond Fed Index and supply from the US.
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  • APAC stocks traded mostly firmer in choppy trade following a similar session on Wall Street, where stocks experienced volatility with low volumes amid the Christmas period.
  • China convened a national fiscal work conference in Beijing, according to the Ministry of Finance, and said they will step up fiscal spending and accelerate spending speed in 2025.
  • Japanese Finance Minister Kato expressed concern about recent FX moves. USD/JPY gradually dipped under...
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  • European bourses are mostly lower, US futures higher with modest outperformance in the NQ.
  • Dollar is firmer and holding around 108.00, GBP little changed after UK shows no growth in Q3.
  • Bunds & Gilts pressured in thin trade, USTs flat into data.
  • Gas heats up on updates out of Qatar and Russia; Crude/XAU flat.
  • Looking ahead, Canadian GDP (Oct), US Consumer Confidence & Durable Goods, supply from...
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  • APAC stocks opened firmer across the board on a holiday-thinned week, following a similar performance from Wall Street on Friday.
  • US government has enacted a budget to avert a shutdown, but the deal does not include President-elect Donald Trump's proposal to raise the federal borrowing limit.
  • DXY was flat in a 107.68-84 range to start the holiday-thinned week, with quiet news flow; Crude futures showed an upward bias amid the positive risk...
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  • Stocks continue to slide on Quad Witching.
  • USD gives back some of its FOMC-induced gains, JPY gains after the region’s inflation data and overnight jawboning.
  • USTs and Bunds are incrementally firmer but ultimately contained into PCE and Fed speak.
  • Crude continues to falter while base metals attempt a recovery.
  • Looking ahead, US PCE, Canadian Retail Sales, Quad Witching, Fed's Williams, Daly &...
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  • APAC stocks eventually traded mixed following a mostly lower open as markets digested a slew of central bank decisions whilst still feeling some of the hangover from the Fed.
  • US equity futures gradually trickled lower after reports the US House of Representatives defeated the bill to temporarily fund the federal government and avert agency shutdowns beginning on Saturday.
  • USD/JPY was choppy overnight as traders reacted to the BoJ presser and then hot Japanese CPI...
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  • European stocks tumble post-FOMC, MU -15% pre-market weighing on chip peers in Europe; US futures attempting to recoup yesterday’s losses.
  • USD gives back some of yesterday's post-FOMC gains, JPY hit after BoJ Governor Ueda’s press conference.
  • US yield curve steepens, JGBs outperform post-Ueda, Gilts lag pre-BoE.
  • Crude lifts incrementally off Wednesday's lows, XAU fares better as the USD pauses for breath.
  • Looking...
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  • The Fed cut rates by 25bps, as expected, to 4.25-4.5% in an 11-1 split, with Hammack voting to leave rates unchanged; the median dot plot for 2025 and 2026 FFR forecasts were lifted above expectations.
  • Fed Chair Powell said the decision was a "closer call", but the "right call", suggesting there was a discussion surrounding holding rates at this meeting, and that "extent and timing language" shows Fed is at or near the point of slowing rate cuts, and the slower pace of cuts reflects...
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  • European bourses are modestly on the front foot; US futures follow suit ahead of the FOMC decision.
  • USD broadly firmer vs. peers ahead of FOMC, GBP lower post-inflation.
  • USTs are contained, Bunds dip lower and reside at session lows.
  • Crude recovers from Tuesday's pressure, metals contained.
  • Looking ahead, US Building Permits, FOMC Announcement and Chair Powell's Press Conference, Earnings from General Mills, Jabil,...
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  • APAC stocks eventually traded mixed with sentiment somewhat cautious following the negative lead from Wall Street.
  • US assets traded sideways overnight as the focus turns to the FOMC announcement and Chair Powell's press conference.
  • Bitcoin saw hefty losses overnight as prices retreated to under USD 104,000 despite a lack of newsflow.
  • Honda Motor (7267 JT/HMC) and Nissan (7201 JT/NSANY) to begin merger talks amid EV competition, according to...
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  • European bourses are mostly in the red, but sentiment has improved a touch since the cash open; US futures modestly lower.
  • DXY back above 107.00, GBP posted early gains after hot wages data.
  • Gilts lag as UK wage data essentially removes any chance of a Dec. BoE cut ahead of CPI; USTs a little lower ahead of US Retail Sales.
  • Commodities succumb to the tepid risk tone and ongoing USD strength.
  • Looking ahead, US Retail...
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