Newsquawk

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  • Sentiment is subdued in Europe, but off lows, as US futures remain robust ahead of US bank earnings
  • China's Foreign Ministry intends to apply sanctions on Lockheed Martin (LMT) over arms sales to Taiwan
  • Trump’s advisors have outruled breaking the USD/HKD peg while China says the US accusations over the South China Sea are unjustified
  • UK reportedly will ban UK telecoms from purchasing Huawei equipment by year-end and will remove Huawei from all 5G networks by 2027
  • FX sees the USD softer but...
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  • Asian equity markets traded negatively with sentiment dampened following choppy performance stateside
  • California Governor Newsom ordered a shutdown of indoor restaurants, bars, movie theatres and other businesses across the state
  • The US has denounced China's claims to the South China Sea as unlawful
  • The DXY sits just above 96.50 with trade across the FX complex relatively contained overnight
  • UK will reportedly ban UK telecom companies from purchasing Huawei equipment by year-end and will...
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  • Sentiment remains firm but European bourses are off highs while US futures remain steady with gains of 0.5%
  • Weekend updates saw a record rise in global COVID-19 cases, whilst Florida saw its largest increase in cases since the pandemic began
  • US is reportedly weighing limited options to sanction China for its actions in Hong Kong
  • China's Foreign Ministry says it will impose sanctions on US lawmakers in response to sanctions over Xinjiang
  • US is to issue 25% tariffs on USD 1.3bln of French...
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  • Asian equity markets began the week mostly positive as the region benefitted from the recent tailwinds from Wall St.
  • Weekend updates saw a record rise in global COVID-19 cases, whilst Florida saw its largest increase in cases since the pandemic began
  • US is reportedly weighing limited options to sanction China for its actions in Hong Kong, according to WSJ
  • DXY traded softer and declined back below 96.50, EUR/USD and GBP/USD trade above 1.13 and 1.2650 respectively
  • WTI crude futures retraced...
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  • Choppy end to the week for stocks amidst a flurry of updates as debt remains in demand & dollar dips
  • US is said to be mulling a tariff list against France for around USD 500-700mln in goods
  • Texas COVID-19 cases increased by the most since the pandemic began and the Governor predicts next week will be worse
  • EU Council President Michel proposes a budget of EUR 1.074tln & recovery fund total maintained at EUR 750bln
  • IEA raises 2020 oil demand forecast by 400k BPD, demand decline in Q2...
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  • Asian stock markets were negative following a lacklustre performance across global peers
  • Large-cap Chinese shares were pressured after two state-backed funds said they plan to trim holdings
  • US coronavirus cases rose by at least 60,565 which was a 2nd consecutive record increase
  • US is said to be mulling a tariff list against France for around USD 500-700mln in goods, with a potential announcement today, sources
  • In FX,...
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  • European bourses and US equity futures are mixed; DAX and IT sector outperforms after SAP’s prelim results
  • US coronavirus cases rose by more than 60,000 for a record daily increase according to a major newswire tally; Texas death rise was the largest since the pandemic began
  • China’s Foreign Minister said China is willing to develop ties with the US but relations face serious challenges
  • Australia is to suspend the extradition agreement with Hong Kong while New Zealand will review relationship...
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  • Asian equity markets traded mostly higher as the region took its cue from the positive rollover from Wall Street
  • China’s Foreign Minister said China is willing to develop ties with the US but relations face serious challenges
  • Australia is to suspend the extradition agreement with Hong Kong; New Zealand will review relationship settings with Hong Kong
  • German Chancellor Merkel is under domestic pressure to take a harder line against...
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  • Price action has been choppy amid a lack of fresh fundamentals ahead of a quiet US schedule
  • European bourses are lower but remain within session ranges with US futures posting similar performance but erring closer to the U/C mark at present
  • California and Texas reported record daily COVID-19 cases, according to reports
  • President Trump’s aides were said to propose undermining the USD/HKD peg; the idea had not been put forward to the President
  • FX sees the USD is rangebound either side of the...
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  • APAC equity markets were mixed; ASX 200 lagged as Australia’s 2nd largest city heads into a 6-week lockdown
  • California and Texas reported record daily COVID-19 cases, according to reports
  • President Trump’s aides were said to propose undermining the USD/HKD peg; the idea had not been put forward to the President
  • UK PM Johnson reiterated that Britain is prepared to leave the EU without a trade agreement
  • In FX, DXY held onto gains below 97.000, G10 peers largely traded within tight...
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  • Sentiment remains subdued as stocks slip and the DXY dominates amidst a busy session in-spite of a quiet schedule with COVID-19 at the forefront
  • Melbourne, Australia has been placed under lockdown restrictions for 6-weeks given COVID-19
  • European Commission cut EZ growth forecasts for 2020 & 2021 due to the slower easing of lockdown measures
  • USTR Lighthizer and Chinese Vice Premier Liu are to lead a phone conversation in mid-August to assess the trade deal's progress
  • RBA left rates &...
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  • APAC stocks traded mixed in what was a choppy session; Mainland China remained positive
  • Chinese officials are said to believe that if they keep ramping up US agriculture purchases it will help keep the Phase One deal alive, sources
  • EU’s Chief Brexit Negotiator Barnier said the EU is willing to accept zonal attachments for post-Brexit fisheries under conditions
  • RBA kept its Cash Rate Target unchanged at 0.25% and maintained the 3yr bond yield...
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  • Sentiment remains supported but has slipped somewhat after stellar Chinese trade session in comparatively quiet European hours
  • China’s Securities Times remarked that fostering a healthy bull market following the COVID-19 pandemic is now more important than ever to the economy
  • China is braced for possible financial sanctions from the United States over the Hong Kong national security law
  • Reportedly, China is considering increasing tariffs against Britain and Australia as a retaliatory...
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  • Asian equity markets and US equity futures began the week mostly firmer; Hong Kong and Mainland China surged
  • US CDC reported 52,228 new coronavirus cases and 271 deaths; Florida coronavirus cases rose by 10,059 and Texas cases rose by 3,449
  • US Officials intend to promote a new study showing promising therapeutic results for COVID-19, an announcement they have described as being ‘market-moving’, NBC reported
  • China is braced for possible financial sanctions from the United States over the Hong Kong...
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  • Asian equity markets were mostly higher after a positive post-NFP close on Wall St., albeit stocks finished off best levels
  • US COVID-19 cases rose yesterday by over 54k, Texas hospitalizations rose to a 4th consecutive high with Governor Abbot imposing a mandatory face mask requirement
  • Chinese Caixin Services PMI printed the highest in a decade and Caixin Composite PMI added to this week’s streak of encouraging PMIs
  • The DXY heads into the EU open modestly firmer and above the 97.00 mark with FX...
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  • Sentiment remains stronger this morning following a positive APAC handover ahead of today’s heavy US data slate
  • DXY is softer below the 97.00 handle to the benefit of most major peers while the core debt complex is marginally firmer
  • Senior EU official is to publish a compromise EU budget and Recovery Fund proposal next week, will continue to negotiate until the EU leader summit
  • US daily coronavirus cases increased by over 50,000 for the first time ever after California, Texas and Arizona all...
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  • Asian equity markets traded positively after the region took advantage of the mild tailwinds from Wall St
  • FOMC Minutes saw the Fed reiterate its commitment to utilizing a full range of tools to support the economy
  • Minutes also noted that participants generally indicated support for outcome-based forward guidance
  • US daily coronavirus cases increased by over 50,000 for the first time. Apple re-closed 30 stores in seven states
  • In FX, the DXY remains lacklustre, EUR/USD sits just above 1.1250,...
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  • Price action has been choppy on month, quarter and half-year end; European bourses are subdued with US futures posting similar performance
  • China's legislature passed the Hong Kong security law as expected; further details expected later today
  • US Commerce Secretary Ross said regulations providing preferential treatment to Hong Kong are suspended and further steps to remove differential treatment for Hong Kong are being assessed
  • As such, China's Foreign Ministry reiterates that they will take...
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  • Asian equity markets traded higher as the region took its cue from the firm performance on Wall St
  • Chinese Manufacturing PMI and Non-Manufacturing PMI topped estimates
  • China's legislature passed the Hong Kong security law as expected. US Commerce Secretary announced that HK’s special status is revoked
  • WHO Chief Tedros said that although many countries have made some progress, the pandemic is actually speeding up...
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  • Choppy price action seen across equities heading into month/quarter/HY-end
  • California Governor Newsom told Imperial County to shut back down amid the COVID-19 surge and ordered 7 counties including LA to close bars
  • US and China will place tit-for-tat visa restrictions on individuals over Hong Kong
  • In FX, DXY remains softer, EUR the outperformer and GBP weaker, whilst the UST curve is modestly steeper
  • Looking ahead,...
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  • Focus remains on the COVID-19 case count with the number of infections in the US now surpassing 2.5mln
  • As such, Asian bourses began the week lower across the board with some areas in the US back-pedaling on reopening measures
  • The DXY heads into the EU open on the backfoot with GBP an outperformer in the G10 space ahead of upcoming Brexit talks
  • However, reports note that senior MPs in the Conservative Party are urging Brexit negotiators to...
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  • Sentiment remains somewhat choppy as European bourses post gains over 1% while US futures are flat/mixed but have been grinding higher recently
  • Federal Reserve stress tests results stated that the Fed is to cap dividend payments and ban share repurchases in Q3 for 34 of the largest banks; US banks are subdued in the pre-market
  • Nike earnings missed on both EPS and revenue, as such trade lower by ~3% in pre-market
  • Fox poll showed former VP Biden leads US President Trump in Florida, Georgia, North...
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  • Asia-Pac equity markets traded mostly higher as the region took impetus from Wall St's financial-led gains after US regulators approved the relaxing of Volcker rules
  • However, some advances in banking names retraced after-market following the Fed stress tests
  • Fed stress tests results stated that the Fed is to cap dividend payments and ban share repurchases in Q3 for 34 of the largest banks
  • Texas and Florida have halted the next phase of reopening’s for their economies, New Jersey continues with...
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  • Choppy trade throughout the European session amid a lack of fresh fundamental catalysts ahead of key events
  • US experienced its largest single day increase in new COVID-19 cases of more than 36,000
  • US President Trump is losing "significant" ground in six battleground states that secured his 2016 electoral College victory, NYT reports
  • In FX, DXY retains a 97.000+ status, Kiwi consolidates yesterday’s losses, Cable grinds higher; US yields are modestly expanding upon yesterday’s...
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  • Asian stocks suffered from spillover selling after the weakness seen in global counterparts amid mounting COVID-19 concerns stateside
  • US experienced its largest single day increase in new COVID-19 cases of more than 36,000
  • University of Washington IHME study forecasts US coronavirus cases to pick up in August and September with the death toll to reach 180K by October 1st
  • The DXY held on to gains above 97.00, EUR/USD hovers around 1.1250, GBP/USD maintains 1.24 status
  • ECB policymakers...
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