Newsquawk

Blog

  • APAC stocks took impetus from the risk-on mood on Wall St where all major indices closed higher.
  • European equity futures are indicative of a contained open with Eurostoxx 50 +0.1% after the cash market closed higher by 1.7% yesterday.
  • DXY hovers around the 101.50 mark, EUR/USD has gained a firmer footing above 1.07, antipodeans lead.
  • Crude futures plateaued at a two-month high after benefitting from the risk...
Categories:
  • European bourses are firmer across the board, Euro Stoxx 50 +0.7%, but remain within initial ranges in what has been a relatively contained session
  • US futures are relatively contained, ES +0.2%, with newsflow thin and on familiar themes following yesterday's minutes and before PCE on Friday
  • JPY and GBP outperform after/ahead of BoJ Kuroda and Sunak's cost of living announcement respectively, DXY sub-102.00 as such
  • Core debt's early bid,...
Categories:
  • European bourses are firmer across the board, Euro Stoxx 50 +0.7%, but remain within initial ranges in what has been a relatively contained session
  • US futures are relatively contained, ES +0.2%, with newsflow thin and on familiar themes following yesterday's minutes and before PCE on Friday
  • JPY and GBP outperform after/ahead of BoJ Kuroda and Sunak's cost of living announcement respectively, DXY sub-102.00 as such
  • Core debt's early bid,...
Categories:
  • APAC stocks were indecisive as risk appetite waned despite the positive handover from Wall St; SPX +0.95%, NDX +1.48%
  • FOMC Minutes stated that most Fed officials backed 50bps hikes at the next couple of meetings; no mention of 75bps
  • European equity futures are indicative of a softer open with Eurostoxx 50 -0.2% after the cash market closed higher by 0.8% yesterday
  • DXY sits on a 102 handle ahead of the European open, EUR/USD is sub 1.07,...
Categories:
  • The early optimism across the equity complex faded in European hours; Euro Stoxx 50 +0.4%
  • US equity futures have trimmed earlier upside with contracts near the unchanged mark; ES +0.1%
  • Buck built a base before Fed speak, Euro pulled back sharply, Kiwi held up well after RBNZ hike and higher OCR outlook
  • South Korean Presidential Office said they have detected signs of North Korea testing a nuclear detonation...
Categories:
  • APAC stocks were mostly positive but with gains capped and price action choppy after a lacklustre lead from global counterparts.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +1.0% after the cash market closed with losses of 1.6% yesterday.
  • DXY eyes 102 to the upside, EUR/USD maintains 1.07 status and NZD outperforms post-RBNZ.
  • RBNZ hiked rates by 50bps to 2.00% as expected, upgraded its OCR projections and...
Categories:
  • European bourses are subdued following the Snap-headwind, further hawkish ECB rhetoric and disappointing Flash PMIs; particularly for the UK, Euro Stoxx 50 -0.9%.
  • US futures are similarly subdued and the Nasdaq, -1.7%, is taking the brunt of the pressure as tech names are hit across the board, ES -1.1%
  • ECB’s Lagarde elaborated on Monday’s blog post, sparking a hawkish EUR and Bund reaction, pressuring the DXY to below 102.00
  • Cable fell by a...
Categories:
  • APAC stocks mostly declined after Snap's profit warning soured risk sentiment and weighed on US tech names.
  • US President Biden said there is no change to the policy of strategic ambiguity regarding Taiwan.
  • European equity futures are indicative of a weaker open with Eurostoxx 50 -0.6% after the cash market closed higher by 1.4% yesterday.
  • DXY is marginally firmer on a 102 handle, EUR/USD stopped just shy of 1.07 and antipodeans lag in G10...
Categories:
  • European bourses are mixed/modestly-firmer, Euro Stoxx 50 +0.3%, as the initial upside momentum waned amid fresh China COVID updates and hawkish ECB commentary
  • Stateside, futures are firmer but similarly off best levels, ES +0.5%, with recent/familiar themes very much in focus ahead of a thin US-specific docket
  • EUR lifted and outperforming amid hawkish commentary from ECB’s Lagarde, Kiwi in close proximity amid shadow board guidance
  • WTI and...
Categories:
  • APAC stocks were mixed as momentum waned due to China's COVID woes and record Beijing infections
  • Australian Labor Party leader Albanese was elected as Australia’s PM and was sworn in on Monday
  • Russian negotiator Medinsky said Russia is ready to continue stalled peace talks with Ukraine
  • European equity futures are indicative of a firmer open with Eurostoxx 50 +1% after the cash market closed higher by 0.5% on...
Categories:
  • European indices have started the week's last trading day positively and have extended on gains in early trade
  • US equity futures have also been trending higher since the reopening of futures trading overnight
  • DXY bound tightly to 103.000, but only really firm relative to Yen on renewed risk appetite
  • Debt futures reverse course amidst pre-weekend risk revival, partly prompted by PBoC LPR cut
  • WTI and Brent July futures...
Categories:
  • APAC stocks picked themselves up from recent losses as risk sentiment improved from the choppy US mood; S&P 500 -0.6%.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +1.1% after the cash market closed lower by 1.4% yesterday.
  • Russia's Kremlin said Russia will demilitarise regions near the Donbas and forces will take all of the Donetsk and Luhansk regions.
  • DXY sits on a 102 handle, EUR/USD briefly rose above...
Categories:
  • European bourses are pressured across the board in a broader risk-off move after yesterday's Wall St. sell-off
  • Europe not supported by the brief APAC respite on Shanghai's reopening updates, Euro Stoxx 50 -2.3%; ES -1.2%
  • DXY is pressured as havens and antipodeans are bid on risk and fiscal/fundamental factors respectively
  • Debt resumes its haven rally, with Bunds eclipsing 154.00 and USTs near 120.00
  • Crude curtailed...
Categories:
  • APAC stocks were pressured on spillover selling after the worst day on Wall St in almost two years; S&P 500 -4%
  • Shanghai Vice Mayor said Shanghai will expand work resumption in areas with no COVID risk in early June.
  • European equity futures are indicative of a weaker open with Eurostoxx 50 -0.6% after the cash market closed lower by 1.4% yesterday.
  • DXY remains on a 103 handle, EUR/USD hovers around the 1.05 mark and AUD Leads G10 FX...
Categories:
  • European bourses are rangebound and relatively directionless, Euro Stoxx 50 U/C, taking impetus from a mixed  APAC session which failed to sustain US upside.
  • DXY supported, but off best, as GBP slips on marginally sub-forecast CPI while EUR fails to derive support from ECB officials repeating summer guidance
  • Gilts the noted outperformer post-CPI, lifting Bunds and USTs with them initially, though the latter two have failed to sustain such...
Categories:
  • APAC stocks traded mixed as regional bourses only partially sustained the momentum from global peers; S&P 500 closed +2%.
  • Fed Chair Powell said the Fed will not hesitate to move past neutral and will continue raising rates until they see inflation coming down.
  • European equity futures are indicative of a marginally firmer open with Eurostoxx 50 +0.2% after the cash market closed higher by 1.5% yesterday.
  • DXY remains on a 103 handle,...
Categories:
  • European bourses are firmer across the board, Euro Stoxx 50 +1.7%, taking impetus from and extending on a positive APAC handover as the region's COVID situation improves
  • US futures posting similar performance, ES +1.8%, ahead of Retail Sales and multiple Fed speakers including Powell
  • EUR lifted and Bunds dented in wake of ECB's hawk-Knot mentioning a 50bp move should not be excluded if data warrants it
  • A remark which lifted EUR/USD above...
Categories:
  • APAC stocks were positive but with gains capped after the uninspiring lead from Wall St; SPX -0.34%, NDX -1.16%.
  • EU's Borrell said difficulties remain regarding the required unanimity on the proposed oil ban.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +0.9% after the cash market closed down 0.5% yesterday.
  • DXY is contained on a 104 handle, JPY lags in G10 FX, AUD leads post-RBA...
Categories:
  • European bourses are mixed, Euro Stoxx 50 -0.6%, following a similar APAC session with impetus from Shanghai's reopening offset by activity data and geopolitics
  • Stateside, futures are lower across the board, ES -0.4%, with the NQ marginally lagging as yields lift; Fed's Williams due later before Powell on Tuesday
  • Sweden & Finland are moving forward with NATO bids, with Russia pushing back against this; no progress expected today on the EU's 6th sanctions...
Categories:
  • APAC stocks traded mixed after disappointing Chinese activity data clouded over the early momentum from Friday’s rally on Wall St.
  • Shanghai will gradually start reopening businesses as of Monday following weeks of strict lockdown.
  • European equity futures are indicative of a lower open with Eurostoxx 50 -0.3% after the cash market closed up 2.5% on Friday.
  • Turkish President Erdogan’s top adviser Kalin said that Turkey is not closing its door...
Categories:
  • European bourses are firmer as the rebound from Thursday's selloff continues, Euro Stoxx 50 +1.3%; US futures similarly bolstered, ES +1.0%
  • Elon Musk says the Twitter (TWTR) deal is temporarily on hold, pending details; TWTR -20% in pre-market
  • DXY is off YTD highs but has regained a firmer footing on the session; JPY slips as sentiment recovers
  • Core debt has bounced back to unchanged for EGBs after conceding ground on the risk recovery; US...
Categories:
  • APAC stocks were firmer as risk momentum picked up following on from the volatile session on Wall St.
  • Fed Chair Powell said whether a soft landing can be executed or not may depend on factors that they cannot control.
  • European equity futures are indicative of a higher open with Eurostoxx 50 +1.1% after the cash market closed down 0.9% yesterday.
  • DXY has taken a breather from recent advances, EUR/USD remains sub-1.04, antipodeans attempt to...
Categories:
  • US futures are lower across the board though the magnitude is less extreme vs Europe, ES -0.6%, Euro Stoxx 50 -2.5%
  • DXY has climbed to a fresh YTD peak, amid broad FX pressure ex-JPY which is supported on haven premium
  • As such, core debt has continued to lift with accompanying yields retreating further; US curve flattening pre-supply
  • Crude is pressured but off lows following the Russian Kremlin on Finland's NATO bid and N. Korea firing a...
Categories:
  • APAC stocks were pressured after the losses on Wall St where the major indices whipsawed in the aftermath of the firmer than expected US CPI data.
  • European equity futures are indicative of a softer open with Eurostoxx 50 -2.3% after the cash market closed with gains of 2.6% yesterday.
  • DXY traded indecisively around 104.00, antipodeans lag, USD/JPY is back below 130.00.
  • The crypto collapse persisted with Bitcoin breaching the 27,000 level to...
Categories:
  • Stateside, futures are bolstered though with gains marginally more contained vs European-peers going into today's inflation data, ES +1.0%
  • Greenback grounded in advance of US CPI as Treasury yields recede and curve re-flattens, DXY slips further below 104.00 and sub-103.50 vs fresh 2022 peak at 104.190 on Monday.
  • As such, peers across the board are making gains vs USD; antipodeans leading on base-metals and CHF a relative outperformer after Tuesday's...
Categories: