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  • Asian equities traded with little in the way of firm direction as markets await today’s crucial ECB announcement
  • In FX, USD remained weaker to the benefit of its major counterparts with FX markets otherwise contained
  • Looking ahead, highlights include the ECB, Norges Bank and Riksbank rate decisions, US Trade, Weekly Jobs

ASIA

Asia stocks...
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  • AUD/USD slid following softer than expected Australian Q3 CPI in which all components of the release missed estimates
  • Asian equities were mostly higher in what was once again a relatively quiet session overnight ahead of key risk events today
  • Looking ahead, highlights include German IFO, UK GDP, US Durables, New Home Sales, BoC, DoEs, German 10yr and US 5yr...
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Due On Wednesday 25th October 2017 At 15:00 BST, 10:00 EDT, 09:00 CDT

The majority expects the BoC to stand pat when it issues its monetary policy decision on Wednesday, with only two of the 31 surveyed looking for a 25bps hike, following back-to-back 25bps hikes, which have left the BoC’s policy rate sitting at 1.00%.

There are several key points supporting the argument that rates will be kept on hold: -

  • The 50bps...
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ASIA

Asia equity markets traded with modest gains in what was a quiet and rangebound trading session amid a lack of drivers. Nonetheless, the regional bourses have sspanugged off the weak performance by their US counterparts which pulled back from record levels, with ASX 200 (Unch.) indecisive and Nikkei 225 (+0.2%) mildly positive after the index recovered from early weakness triggered by a firmer JPY to print fresh 21-year...
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  • Nikkei 225 outperforms after PM Abe wins a supermajority at Sunday’s election.
  • Spanish PM Rajoy invokes article 155 to dissolve Catalan government.
  • Looking ahead, highlights include UK CBI Trends and US National Activity Index.

ASIA

The major Asia-Pac indices were somewhat mixed after the momentum from last Friday’s fresh record levels in the S&P 500, DJIA and...
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Asia equity markets traded with a modest tone amid a very light calendar and mixed US lead, although risk appetite was spurred in US equity futures after the senate voted to adopt the budget resolution which paves the way for a tax overhaul. ASX 200 (+0.2%) pared initial losses amid a recovery in the largest weighted financials sector, while Nikkei 225 (Unch.) failed to benefit from JPY weakness with underperformance seen in Toshiba amid financial-related probes and Nissan after reports it halted some...
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  • Chinese GDP slows for Q3, while solid Australian jobs data briefly supports AUD.
  • NZD underperforms following decision by New Zealand First Party Leader Peters who chooses to back The Labour Party.
  • Looking ahead, highlights include UK Retail Sales, US Weekly Claims and Philly Fed Index.

ASIA

Asia equity markets traded mixed despite a mostly positive close on Wall...
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  • Asian equity markets modestly higher following the positive close on Wall Street in which the DJIA touched 23,000 for the first time
  • CAD and MXN notably firmer after NAFTA ministers agreed to extend negotiations into 2018.
  • Looking ahead, highlights include UK Jobs report, US Housing Starts and comments from ECB’s Draghi, Praet and Coeure.

ASIA

Asia equity markets...
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  • Another record close in the US spurs buying in Asian equities
  • NZD initially lifted by firmer CPI, however political concerns capped gains
  • Looking ahead, highlights include UK CPI, German ZEW

ASIA

Asia equity markets eventually traded mostly higher following the momentum from their counterparts on Wall St, where all major indices edged fresh record levels once...
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  • Asian equity markets begin the week in the green with the region bolstered by Chinese data
  • Risk on tone sees outflows in JPY
  • Looking ahead, highlights include US NY Fed Manufacturing.

ASIA

Asia equity markets began the week on the front-foot after another record setting session last Friday on Wall St, where softer than expected US CPI figures caused some to rethink the Fed’s hiking trajectory, while the region...
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  • Asian equities traded broadly higher. Upside was capped following the latest mixed Chinese trade figures
  • USD mildly weakened across the board as DXY gave up the 93.00 level ahead of a slew of tier 1 US data
  • Looking ahead, highlights include US CPI, retail sales, business inventories, Uni. of Michigan and a slew of central bank speakers

ASIA

Asia-Pac equity...
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  • FOMC’s minutes stated that many policymakers felt another rate increase was likely warranted in 2017 despite debate on causes of low inflation
  • Asian equities traded mostly higher following further record US closes. USD broadly weaker against its majors post-FOMC
  • Looking ahead, highlights include weekly jobs data, US PPI, DoEs and a slew of central bank speakers

FOMC...
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  • Catalan President Puigdemont announced that he had received the mandate to pursue independence from Spain but said it would not be implemented for a few weeks
  • Asian equities traded broadly higher following a positive Wall St close. USD nursed losses against majors overnight
  • Looking ahead, highlights include US JOLTS, FOMC minutes, Fed’s Evans, Williams and ECB’s...
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  • The Greenback weakened overnight amid gains across its major counterparts and EM currencies, with AUD and NZD mildly supported
  • Asian equities put in a mixed performance overnight with the KOSPI the outperformer in a catch-up play
  • Looking ahead, highlights include UK production numbers, Fed’s Kashkari and Kaplan

ASIA

Asia equity markets were mixed after a...
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Federal Open Market Committee (FOMC) September Meeting Minutes due at 1900BST/1300CDT on Wednesday 11th October 2017

The Federal Open Market Committee (FOMC) stood pat at the meeting, in line with consensus.

The Committee also announced that it would begin to sspanink the size of its balance sheet in October, as expected, with the process falling in line with a previously disclosed detailed plan.

The summary of economic projections saw the FOMC trim its...
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  • UK politics continues to dominate with reports of preparations for a potential Brexit no-deal and further Tory in-fighting
  • Asian equities traded mostly higher with China returning to market for the first time in over a week. Japanese participants away from market
  • Looking ahead, highlights include ECB’s Mersch and Lautenschlaeger

ASIA

Asia equity markets...
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  • Asian equities traded mostly higher amid yet another strong close on Wall St. with markets now eyeing today’s NFP release
  • In FX markets, the greenback extended on yesterday’s gains and the DXY posted its highest level in 7-weeks
  • Looking ahead, highlights include US and Canadian jobs reports, BoE’s Haldane, Fed’s Bostic, Dudley and Kaplan

ASIA

Asia stocks...
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  • Asia-Pac trade was relatively contained amid ongoing holiday-thinned conditions and ahead of tomorrow’s NFP release
  • As was also the case in FX markets with the main focus being AUD which was pressured following softer domestic retail sales numbers
  • Looking ahead, highlights include ECB Minutes, US Trade Balance, Weekly Jobs, Factory orders and a slew of central bank...
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  • Asian equities traded broadly higher after a positive lead from the US where Sept car sales data helped push indices to record highs
  • In FX, the USD softened after Trump aides released a short list of Fed Chair nominees which included current Chair Yellen
  • Looking ahead, highlights include Eurozone, UK and US service PMIs, ADP, ISM Non-Mfg, ECB’s Draghi and Fed’s...
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  • In FX, the USD remained firm against its major counterparts. RBA kept rates unchanged as expected and highlighted the firmer currency
  • Asian equities traded mostly higher with the Hang Seng outperforming in a catch-up play from yesterday’s holiday
  • Looking ahead, highlights include UK construction PMI, US vehicle sales and APIs

ASIA

Asia equity markets were...
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  • Asian equities traded broadly higher with many bourses closed for domestic holiday’s
  • EUR/USD faced selling pressure following public unrest and clashes during the Catalonian referendum
  • Looking ahead, highlights include Eurozone PMIs, US ISM Manufacturing, ECB’s Praet and Fed’s Kaplan

ASIA

Asia-Pac equity markets were mostly higher on what...
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PREVIEW: Catalonian Referendum on Independence – Sunday 1st October

BACKGROUND

Despite opposition from the Madrid-based government, the regional government in Catalonia remains committed to holding an independence referendum this weekend. However, despite, the Catalan government passing legislation to hold the referendum, the quest for independence was dealt a blow after the Spanish Constitutional Court declared the...
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Asian equities head into the weekend on a mostly positive note as the region digested a slew of data

USD/JPY nursed some of the prior day’s declines, which was slightly aided by the release of the BoJ’s Summary of Opinions

Looking ahead, highlights include UK GDP, Eurozone CPI, US PCE, Personal Spending, Chicago PMI and a slew of central bank speakers

ASIA

Asia equity markets were positive on what was a range-bound day heading into quarter-end and after a similar close on Wall St,...
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Initial gains in Asia-Pac bourses petered out tspanoughout the session with newsflow relatively light and ahead of next week’s Chinese holiday

CAD hampered by a more cautious Poloz. RBNZ kept rates unchanged but noted that uncertainties remain

Looking ahead, highlights include German regional & national CPIs, US GDP, PCE figures and a slew of central bank speakers

ASIA

Asia equity markets traded mixed after momentum from US petered out and as China prepares for National Day Golden...
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Asian equities saw a lack of firm direction overnight after a mixed close on Wall Street which saw the DJIA post its 4th consecutive loss

Fed Chair Yellen reiterated that a gradual approach to rate hikes is appropriate but also warned of moving too gradually

Looking ahead, highlights include US durables, Pending Home Sales, DoE, RBNZ rate decision and further central bank speak

ASIA

Asia equity markets were mixed amid a lack of catalysts and after similar indecisiveness on Wall St....
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