Newsquawk

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  • Asian equities traded mixed as the region partially shrugged off the negative mood which initially rolled over from Wall St
  • US stocks slumped after US President Trump announced that he is to walk away from COVID relief talks until after the election
  • US President Trump instructed Senate Majority Leader McConnell not to delay and focus full-time on approving Amy Coney Barrett to the Supreme Court
  • In FX markets, the DXY remained elevated...
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  • European bourses & US futures are modestly softer in a rangebound session featuring little fundamental updates
  • US President Trump has returned to the White House stating he feels great and vaccines are coming momentarily; reportedly planning to partake in the next debate
  • Biontech (BNTX) and Pfizer (PFE) have initiated a rolling submission to the EMA for their COVID-19 vaccine candidate
  • FX features a contained USD with peers little changed aside from a softer AUD while the US yield curve is a...
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  • Asian equity markets traded positively following the firm handover from global peers as markets track stimulus developments and US President Trump’s health
  • US President Trump has left the Walter Reed Medical Centre and returned to the White House
  • US President Trump is planning to participate in the next Presidential Debate scheduled for October 15th, according to CNN
  • White House Chief of Staff Meadows noted there is potential for a stimulus...
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  • US futures are firmer but off session highs amidst relatively quiet newsflow with focus on updates from the President
  • US President Trump’s condition continued to improve and he may be discharged from the hospital as early as Monday, according to his medical team
  • The latest election polls showed a widening lead for former VP Biden following last week’s presidential debate
  • US House Speaker Pelosi & Senate Majority Leader McConnel were...
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  • MON: EZ, UK and US Services and Composite PMI Final (Sep); EZ Sentix (Oct); US ISM Non-Manufacturing PMI (Sep); Eurogroup Meeting; RBI Policy Decision (TBC)
  • TUE: RBA Monetary Policy Decision and Australian budget; EIA STEO
  • WED: US Vice Presidential Debate; FOMC Minutes (Sep); China Golden Week Holiday Ends
  • THU: ECB Minutes (Sep); Norwegian GDP...
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  • US President Trump’s condition continued to improve and he may be discharged from the hospital as early as Monday, according to his medical team
  • Asian equity markets and US equity futures began the week with a constructive tone as the regional bourses reopened from recent holiday closures
  • The latest election polls showed a widening lead for former VP Biden following last week’s presidential debate
  • The DXY was softer amid the positive risk tone, providing some support to its major counterparts...
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  • President Trump tested positive for COVID-19; announcement sparked a risk-off move featuring ES dropping to current session lows in proximity to -2.0%
  • Sentiment remains largely driven on POTUS’ update with DXY firmer but now just back below 94.00 and UST’s firmer with the curve bear-flattening
  • US House passed the Democratic stimulus plan which Republicans oppose; passed after Speaker Pelosi announce no bipartisan deal was achieved last night
  • EU Commission President & UK PM are to hold a...
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  • Asian equity markets trade lower and the E-mini S&P is showing losses in excess of 1% after US President Trump tested positive for COVID-19
  • In FX markets, the USD subsequently saw strength with the DXY moving back towards 94.00, pulling EUR/USD nearer to 1.1700
  • EU leaders reached an agreement regarding Belarus in which they will impose sanctions on the nation for violence and its election process
  • The US House voted in favour of the USD 2.2trl Democrat stimulus plan after House Speaker Pelosi...
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  • European bourses are modestly firmer as the cautiously positive US fiscal narrative remains; US futures are firmer by ~1.0%
  • President Trump signed the stopgap funding bill after it progressed through the Senate to avert a Gov’t shutdown
  • US House delayed a vote on the USD 2.2tln coronavirus relief bill to Thursday to provide more time for talks with the White House
  • US Treasury Secretary Mnuchin's COVID proposal to House Speaker Pelosi on Wednesday was valued at USD 1.62tln
  • Fed is to extend...
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  • Asia-Pac markets were quiet, owing to the closures in key bourses across the region, while trade in Japan was mired by system issues for the Tokyo Stock Exchange
  • However, the mood was still positive as US equity futures extended on recent gains
  • House Democrats were forced to postpone the vote on their USD 2.2tln bill to Thursday to allow more time for talks with the White House
  • US Treasury Secretary Mnuchin's COVID proposal to House Speaker Pelosi on Wednesday was valued at USD...
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  • European bourses are downbeat following a mixed-lower APAC session dominated by the US debate; Stateside, futures are similarly subdued
  • The Presidential debate descended into chaos and snap-polls/implied odds marginally extended the Democratic lead
  • China is preparing to launch an antitrust probe into Alphabet's (GOOG) Google, according to sources, in relation to market dominance
  • Seven EU member states have opposed the draft rule of law reports; Council has opened the mandate for its debate in...
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  • Asian equity markets were mixed with participants indecisive as focus centred on the Presidential Debate
  • Initial gains in US equity futures were pared as the debate descended into chaos and Trump suggested that a contested election could last for months
  • The UK House of Commons approved the Internal Market bill as expected with a majority of 84 to send it to House of Lords
  • A German EU Presidency spokesperson remarked that “a delay of the EU budget and the recovery fund is becoming increasingly...
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  • European bourses are subdued in a reversal of yesterday’s action which features banking names at the bottom of the pile
  • US House Speaker Pelosi announced that the Democrats unveiled an updated coronavirus relief legislation, a USD 2.2tln bill
  • EU said it is prepared to begin writing a joint legal text of a trade agreement with UK, according to The Times
  • FX features a downbeat USD to the benefit of G10 peers aside from the JPY which is drifting from notable expiries
  • Looking ahead, highlights...
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  • Asian equity markets traded mostly higher, although the region struggled to make the most of the firm tailwinds from Wall St
  • Major US indices notched respectable gains, led by cyclicals and amid month and quarter-end flows
  • Brussels has reportedly dropped its demands for a broad agreement with the UK on all outstanding issues before drafting a Brexit agreement, according to the Times
  • In FX markets, the DXY remained lacklustre above 94.00, EUR/USD was steady around recent levels and GBP retained 1.28...
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  • European bourses are substantially stronger this morning with Banks the best performing sector; stateside, futures see gains in excess of 1.0%
  • A US judge granted a preliminary injunction which blocks US President Trump's ban on new TikTok downloads from US app stores
  • US President Trump picked Amy Coney Barrett for nomination to the Supreme Court and suggested that confirmation hearings on her nomination will begin October 12th
  • House Speaker Pelosi thinks a coronavirus stimulus deal is still possible...
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  • MON: N/A
  • TUE: US 2020 Election Debate; German Flash CPI (Sep); EZ Sentiment Survey (Sep); US Advanced Goods Trade Balance (Aug)
  • WED: Chinese Official Manufacturing PMI (Sep) and Caixin Manufacturing Final PMI (Sep); UK GDP (Q2); German Retail Sales (Aug) and Unemployment (Sep); EZ Flash CPI (Sep); US ADP National Employment (Sep); GDP Final (Q2); Canadian GDP (Jul); US Chicago PMI (Aug); SNB Quarterly Bulletin (Q3)
  • THU: RBI Monetary...
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  • Asian stocks began the week mostly higher as the region picked up the baton from last Friday’s tech-driven momentum on Wall Street
  • A US judge granted a preliminary injunction which blocks US President Trump's ban on new TikTok downloads from US app stores
  • UK Ministers are reportedly preparing to impose total social lockdown across much of Northern Britain and possibly London
  • BoE’s Tenreyro said we have been testing our toolkit and the evidence on negative rates has been encouraging
  • In FX...
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  • European equities have drifted lower following a mixed cash open; Euro Stoxx 50 -1.2%
  • US equity futures see less pronounced losses of around 0.4% in the ES, NQ and YM Dec contracts
  • EU Commission is to appeal the quashing of Apple’s order to repay USD 14.3bln in tax advantages
  • UK & EU Brexit negotiators were reportedly able to lay the foundation for next week’s negotiations; but, subsequent reports have been more downbeat
  • In FX, DXY has reclaimed 94.50+ status, GBP/USD eyes 1.2700 to the...
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  • Asian equity markets were mostly higher amid tailwinds from Wall St where stocks finished a choppy session in the green
  • US Secretary of State Pompeo alleged that New York’s Chinese consulate is a major spy hub
  • UK Brexit Negotiator Frost and his EU counterpart Barnier were reportedly able to lay the foundation for a round of negotiations next week
  • US House Speaker Pelosi said that Democrats are ready for negotiations on stimulus; reports...
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  • European bourses & US equity futures are now mixed after experiencing a modest recovery from APAC/Wall St. induced downside pressure
  • White House Economic Adviser Kudlow said we are examining all deals regarding China-based firms that may list in US
  • US Congress is reportedly readying to leave Washington as early as this week until after the election and therefore will not be able to put through any coronavirus relief
  • FX sees the USD firmer but off highs while GBP remains elevated ahead of the...
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  • Asian equity markets were lower on spill-over selling from peers on Wall St; Hong Kong underperformed
  • White House Economic Adviser Kudlow said we are examining all deals regarding China-based firms that may list in US
  • US President Trump said he thinks the 2020 election will end up at the Supreme Court and that is why it is important to have nine justices
  • US Congress is reportedly readying to leave Washington as early as this week until after...
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  • European bourses are firmer pushing past a mixed APAC performance and taking the lead from Wall St.
  • US House passed the stopgap funding bill to avert a government shutdown as expected
  • UK Chancellor Sunak is reportedly mulling German-style wage subsidies to replace the furlough scheme
  • EZ/UK Manufacturing Flash PMIs beat but EZ services only just reside in expansionary territory
  • FX sees the USD essentially unchanged having resided after side of the mark with peers, antipodeans aside, little...
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  • Asian equity markets traded mixed and failed to take full impetus from the rebound across their global peers
  • RBNZ kept OCR unchanged at 0.25% and maintained LSAP at NZD 100bln as expected
  • Chinese military reportedly stepped up its anti-mine drills as Taiwan bolsters its sea defences to protect against an invasion
  • In FX, DXY extended gains above 94.000, EUR/USD gave up 1.1700 and AUD/USD underperformed
  • Looking ahead,...
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  • European bourses are firmer in a turnaround from APAC action; US futures are mixed with the Nasdaq firmer but ES & Dow flat
  • Fed Chair Powell reiterated in the pre-release of his testimony to Congress that the Fed will do what it can and for as long as it takes to support the recovery
  • FX sees the USD off highs while GBP is firmer after being bolstered from BoE Bailey’s remark that last week’s statement did not imply the use of negative rates
  • Riksbank left policy U/C as expected; RBA Deputy...
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  • Asian equity markets were lower across the board with weakness stemming from the uninspiring performance in global peers
  • The DJIA registered losses of over 500 points, although a late resurgence in tech helped the Nasdaq 100 finish in the green
  • UK PM Johnson is to announce that bars, pubs and restaurants in England will be forced to shut at 10pm as of Thursday
  • Fed Chair Powell said the Fed will do what it can and for as long as it takes to...
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