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  • European bourses and US futures are subdued with Evergrande updates sparse and participants looking to Fed speak, ES -0.3%
  • Silence from Evergrande and lack of coupon payments for its offshore bonds, stirred uncertainty for the company & APAC sentiment
  • The DXY holds on to 93.00 but peers are generally contained aside from antipodeans while core debt remains depressed as the Gilt yield inches to 1.00%
  • Chinese State Planner has issued a...
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  • Asian equity markets traded mixed with the region failing to fully sustain the impetus from the positive performance across global counterparts
  • Silence from Evergrande and lack of coupon payments for its offshore bonds, stirred uncertainty for the company
  • The DXY holds on to 93.00 status with FX markets relatively contained ahead of the European session
  • White House Budget Office will reportedly tell federal agencies to begin preparations for...
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  • Risk sentiment remains positive after the APAC-lead; however, latest Evergrande sources have tarnished sentiment somewhat, ES +0.6%
  • Chinese authorities are asking local governments to begin preparations for the potential downfall of Evergrande, WSJ citing sources
  • On the subject, China has told Evergrande to avoid a near-term USD bond default; we await details of today's payment
  • DXY is subdued with peers firmer across the board ex-JPY on the...
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  • The FOMC gave notice that a reduction in the pace of asset purchases may soon be warranted
  • Fed Median dot plot sees 1 hike in 2022 (prev. 0); 3 hikes in 2023 (prev. 2); 7 hikes through 2024; long run 9 (prev. 9)
  • Asian equity markets traded mostly positively as the region took its cue from the gains in the US
  • DXY has pulled back a touch from advances above 93.50 and EUR/USD has reclaimed 1.17 to the upside
  • Looking...
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  • Risk sentiment has strengthened on China's return to market amid PBoC liquidity operations and Evergrande developments
  • Evergrande’s main unit Hengda Real Estate will make domestic coupon payments due tomorrow; offshore payments unclear, sources
  • Equities are firmer with Europe marginally outperforming ahead of the US entrance with attention on the FOMC, ES +0.3%
  • FX features a softer but contained DXY with debt equally uninspiring and perhaps...
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  • Asian equity markets traded mixed as caution lingered ahead of upcoming risk events including the FOMC
  • Participants also digested the latest Evergrande developments and China’s return to the market from the Mid-Autumn Festival
  • Evergrande’s main unit Hengda Real Estate will make coupon payments due tomorrow
  • In FX, the DXY is rangebound, activity currencies lead and havens lag in the G10 FX space
  • US House voted 220 vs...
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  • European bourses & US futures are firmer in an attempt to recoup yesterday's losses; albeit, we remain lower on the week thus-far
  • Evergrande Chairman provided upbeat commentary; but, China remains on holiday and we await Thursday's bond interest deadline
  • In FX, the DXY has been rangebound with a downside bias above 93.00 with peers firmer across the board ex-JPY
  • Canadian PM Trudeau is projected to win a 3rd term with his Liberal party...
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  • Asian equities traded cautiously following the recent downbeat global risk appetite
  • Wall Street saw its heaviest losses since May with the S&P closing lower by 1.7%
  • In FX, the DXY was rangebound above 93.00, EUR/USD was steady after finding support at 1.17 and GBP/USD nursed losses sub-1.37
  • Canadian PM Trudeau is projected to win a 3rd term with his Liberal party set to form a minority government
  • US House Speaker...
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  • European bourses trade with losses across the board; US equity futures conform to the risk aversion with NQ narrowly outperforming vs RTY
  • Asia-Pac stocks were spooked at the start of the week; Mainland China, Japan, South Korea and Taiwan were closed
  • Evergrande fell 17% on default fears; executives redeemed some company investment products in advance earlier this year
  • In FX, DXY and JPY are bolstered and core debt is bid, US yield curve...
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  • Asia-Pac stocks were spooked at the start of the week; Mainland China, Japan, South Korea and Taiwan were closed
  • US equity futures also slipped overnight with the RTY underperforming, NQ losses were less pronounced
  • In FX, DXY extended gains above 93.00, USD/JPY fell under 110.00, and antipodeans underperformed
  • Evergrande fell 17% on default fears; executives redeemed some company investment products in advance earlier this...
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  • Equities have come under pressure on Quad Witching Day, ES -0.3%, Euro Stoxx 50 -0.1%
  • In FX, the DXY has pulled back to the modest benefit of peers while debt is softer but off worst levels
  • US and Australia issued a joint statement that noted they will strengthen ties with Taiwan
  • ECB stated the FT story regarding inflation and a potential rate increase is not accurate; de Cos and Kazaks also spoke
  • The UK travel red...
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  • Asian equity markets traded mixed with the region tentative; US equity futures drifted higher overnight
  • In FX, DXY pulled back from yesterday's highs, GBP/USD reclaimed 1.3800 and antipodeans narrowly outperformed
  • US and Australia issued a joint statement that noted they will strengthen ties with Taiwan
  • ECB stated the FT story regarding inflation and a potential rate increase is not accurate
  • The UK travel red list...
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  • European/US equity futures diverge with US benchmarks under modest pressure ahead of US data
  • DXY is firmer with peers pressured across the board ex-NZD; core debt is subdued as short-lived consolidation fizzled out
  • US, UK and Australia agreed on a new security partnership for the Indo-Pacific region
  • UK ministers are to announce that vaccinated travelers will no longer be required to take a COVID test before entering...
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  • Asian equity markets traded mostly lower; US equity futures traded flat with a downside bias
  • In FX, the DXY was rangebound, USD/JPY was subdued, antipodeans traded indecisively
  • Crude prices held onto the prior session's gains
  • US, UK and Australia agreed on a new security partnership for the Indo-Pacific region
  • UK ministers are to announce that vaccinated travellers will no longer be required to take a COVID test...
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  • Equities are contained though Europe has a slight downside bias while US futures are bid, ES +0.3%
  • In FX, the DXY is subdued and sub 92.50, peers firmer across the board and JPY leading the charge
  • Chinese Industrial Production and Retail Sales data missed expectations
  • South Korean military stated that North Korea fired two ballistic missiles; though, the US assess that there is no immediate threat
  • Microsoft (MSFT)...
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  • Asia-Pac stocks mostly followed suit to the losses on Wall St where cyclicals underperformed, and financials were hit
  • Eurozone and US equity futures traded with a mild upside bias overnight; FTSE 100 futures lagged
  • In FX, the DXY was steady, EUR/USD was rangebound, AUD/USD saw mild gains and USD/JPY was lacklustre
  • Chinese Industrial Production and Retail Sales data missed expectations
  • South Korean military stated...
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  • European bourse trade mixed after an initial foray lower as China-losses accelerated into the APAC close
  • US equity futures are flat/contained in the run-up to CPI, with the NQ narrowly lagging
  • In FX, the DXY is softer but straddling 92.50 while peers are mixed and AUD lags post-Lowe
  • RBA Governor Lowe said it is difficult to understand markets pricing of hikes in 2022 and 2023
  • UK ministers are said to be mulling axing...
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  • Asia-Pac stocks eventually followed suit to the mostly positive handover from the US; US equity futures traded with mild gains overnight
  • In FX, DXY remained lacklustre, EUR/USD and GBP/USD were little changed, USD/JPY held onto 110.00 and AUD was pressured
  • RBA Governor Lowe said it is difficult to understand markets pricing in of hikes in 2022 and 2023
  • UK ministers are said to be mulling axing pre-departure COVID tests to “low risk”...
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  • Risk sentiment turned constructive shrugging off a mixed APAC handover, Euro Stoxx 50 +0.6%, ES +0.5%
  • USD is firmer, though G10 peers are mixed as antipodeans outperform while safe-havens lag
  • Global Times Editor warned Taiwan of "full scale" sanctions and military patrols following the proposal to rename Taiwan’s US office
  • North Korea test fired long-range missiles on Saturday and Sunday which allegedly hit targets 1,500km...
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  • Asia-Pac stocks began the week cautiously; US equity futures faded their earlier mild gains
  • In FX, the DXY was steady, EUR/USD and GBP/USD were subdued and USD/JPY traded choppy
  • Global Times Editor warned Taiwan of "full scale" sanctions and military patrols following the proposal to rename Taiwan’s US office
  • North Korea test fired long-range missiles on Saturday and Sunday which allegedly hit targets 1,500km away
  • UK...
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  • European equities (Stoxx 600 +0.3%) trade on a marginally firmer footing with the Stoxx 600 attempting to recoup some of the week's losses
  • US equity futures are modestly firmer across the board with mild outperformance in the RTY
  • US President Biden and Chinese President Xi had a broad and strategic discussion
  • Senate Democrats are floating plans to impose taxes on share buybacks and tightening rules around business partnerships, according to...
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  • Asian stocks approached the weekend with a brightened mood as the region nursed recent losses
  • Gains overnight were in contrast to a soft US close with the S&P 500 down just shy of 1% for the week
  • US President Biden and Chinese President Xi spoke for the first time in seven months
  • The White House stated that the leaders "discussed the responsibility of both nations to ensure competition does not veer into...
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  • Eurozone bourses have rebounded off worst levels but remain softer overall; US equity futures have recouped most of the earlier losses
  • Fed's Bostic noted that recent data and the resurgence of COVID call for more time before a decision on reducing stimulus for the economy
  • Chinese inflation data showed softer than expected consumer prices but firmer factory gate prices
  • China is to allow Evergrande (3333 HK) to reset debt terms to ease its...
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  • Asia-Pac stock markets were mostly negative as the downbeat mood rolled over from the US and Europe
  • Chinese inflation data showed softer than expected consumer prices but firmer factory gate prices
  • BoE Governor Bailey stated that the MPC was split as to whether minimum necessary conditions were met to raise interest rates
  • In FX, the DXY heads into the European session with modest gains, EUR/USD holds on to 1.18 ahead of...
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  • Bourses in Europe saw losses intensify shortly after the cash open; US equity futures followed suit but have since regained composure
  • In FX, the DXY sits further above 92.50, EUR/USD and GBP/USD trade on 1.18 and 1.37 handles respectively
  • Fed's Bullard (2022 voter) said the Fed should proceed with tapering despite the weak US jobs data
  • US Democrat Senator Manchin privately warned he would only support as little as USD 1.0tln of Biden's...
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