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  • Major bourses in Europe are mostly higher but off best levels; US equity futures trade sideways
  • The DXY has extends losses below 90.00, EUR/USD maintains 1.22 and Cable reclaimed 1.42 after PMIs
  • US Republicans and Democrats have privately admitted there hasn’t been much progress so far on the infrastructure bill
  • Israel and Hamas have agreed to a cease-fire on the Gaza Strip, commencing today
  • Germany and France have...
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  • Asian equity markets were mixed after failing to sustain the early momentum from the constructive mood on Wall Street
  • All major US indices finished higher amid a tech-led rebound. EU equity futures head into the open slightly firmer
  • The DXY remains subdued beneath 90.00, EUR/USD and GBP/USD maintain 1.22 and 1.41 status respectively
  • Israel and Hamas have agreed to a cease-fire on the Gaza Strip, commencing today
  • US...
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  • European bourses trade mixed as the earlier mild optimism faded; US equity futures have been erring lower
  • The White House is planning to submit its rebuttal to the Senate GOP infrastructure offer by Friday; Republicans are concerned that a deal may not be possible
  • Iranian President Rouhani said main agreement has been reached in Vienna including the removal of major sanctions; other issues are still being discussed
  • In FX, the DXY has been...
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  • Asian equity markets traded mixed with the region cautious following the mostly negative lead from the US
  • April FOMC Minutes gave a nod to potential taper discussions in the approaching meetings
  • In FX, the DXY is relatively steady above 90.00, EUR/USD remains sub-1.22 and GBP/USD sits on a 1.41 handle
  • WTI crude futures have stabilised around USD 63.50bbl, spot gold prices remain elevated
  • Looking ahead, highlights...
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  • Stocks in Europe have continued drifting lower; US equity futures are also lower across the board with the NQ lagging
  • German bund yield topped -10bps in early trade whilst US 10yr cash yield remains above 1.65%
  • There has been progress in JCPOA talks but the sides have not yet achieved a breakthrough, according to European sources
  • In FX, the DXY rebounded but remains sub-90.00, EUR/USD holds on to 1.22 status and GBP/USD hovers around...
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  • Asian equity markets were mostly negative, US equity futures extended on the losses seen during the prior session
  • Russia's envoy to JCPOA talks said important news is likely to be released by this Wednesday, although he later backtracked
  • In FX, the DXY remains sub-90.00, EUR/USD holds on to 1.22 status and GBP/USD met resistance at 1.42
  • Biden administration was said to be encouraged by the bipartisan infrastructure...
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  • Major bourses in Europe have drifted off best levels; US equity futures traded sideways with the NQ narrowly outperforming
  • In FX, the DXY lost its 90.00 handle whilst EUR/USD and GBP/USD topped 1.2200 and 1.4200 respectively and USD/JPY dipped below 109.00
  • Bent July futures rose above USD 70/bbl for the first time since March while WTI July tested USD 67/bbl to the upside
  • US Senator Capito said the Republican infrastructure proposal is on...
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  • Asian equities traded mostly positive as the region shrugged off the negative lead from Wall Street
  • In FX, the DXY remains subdued, EUR/USD extended gains above 1.2150 and GBP/USD trades at its best level in over two months
  • WTI crude futures eked marginal gains to trade around the USD 66.50/bbl level
  • US Senator Capito said the Republican infrastructure proposal is on track to be sent to President Biden on...
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  • Major bourses in Europe trade with little conviction whilst US equity futures remain contained with a downside bias
  • Chinese industrial production printed inline with estimates and retail sales disappointed but still showed respectable growth
  • China will extend tariff exemption for some US imported products from May 19th, according to the Finance Ministry
  • In FX markets, DXY remains soft under Friday's lows; EUR/USD reclaimed 1.2150, GBP/USD...
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  • European bourses are firmer following the positive APAC performance with US futures following suit ahead of data, ES +0.6%
  • USTs have been climbing all morning recovering recently lost ground with yields suppressed and the USD downbeat as such to the modest benefit of peers
  • President Biden told Republicans that he wants to see real progress on a possible bipartisan deal by Memorial Day
  • Israeli PM Netanyahu is reportedly showing signs of...
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  • Asia-Pac stocks were mostly higher as the region took impetus from the firm performance in the US
  • Major US indices recovered from the recent inflation-triggered sell-off and snapped a 3-day losing streak
  • In FX, the DXY traded within a narrow range overnight, EUR/USD remains sub-1.21 and GBP/USD sits on a 1.40 handle
  • President Biden told Republicans that he wants to see real progress on a possible bipartisan deal by Memorial...
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  • European bourses are pressured following overnight losses though US futures are comparatively less pressured; Euro Stoxx 50 -1.5%, ES -0.3%
  • DXY remains bid at fresh session highs but still sub-91.00 with peers modestly pressured overall as GBP and Antipodeans lag
  • USTs have been oscillating the U/C mark for much of the morning though the 10yr yield retains 1.70% with EGB action more pronounced and yields extending to key levels
  • Colonial...
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  • Asian equity markets were pressured following on from the losses in the US post-CPI
  • The S&P 500 and DJIA posted their worst 3-day performance in over 6 months
  • USD held on to most of yesterday's gains, EUR/USD is subdued beneath 1.21 and GBP/USD remains on a 1.40 handle
  • Colonial Pipeline has announced that it is to restart operations; could take several days for operations to return to normal
  • The Bipartisan Policy...
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  • European equities are firmer and earnings focused but US futures are softer and tentative overall going into US CPI
  • USD is modestly firmer but contained with peers only marginally weaker ex-antipodeans and GBP unreactive to the latest EU-UK updates
  • Core debt has consolidated somewhat going into CPI and Fed speak after which the 10yr outing will draw attention particularly if concession begins exerting influence once more
  • Top Republican...
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  • Asian equity markets were subdued following the lacklustre performance in the US where the DJIA suffered its worst day in over two months
  • Losses in the Nasdaq were only marginal after the tech sector spent most of the session nursing its recent underperformance
  • In FX, the DXY is firmer, EUR/USD retreated further below 1.2150 and GBP/USD maintains 1.41 status
  • WTI crude futures were flat after finding support at the USD 65.00/bbl level. Focus...
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  • Equities are depressed across the board in a continuation of the US & APAC spillover with tech among the underperformers as inflationary concerns remain at the forefront
  • US Senate Republicans reportedly signalled that they could increase the infrastructure counterproposal to President Biden, Politico
  • Chinese CPI printed below forecast while PPI rose at its fastest pace since 2017
  • DXY is off lows but remains pressured in-spite of yields...
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  • Asia-Pac bourses traded with firm losses amid spillover selling from the tech-led declines on Wall St
  • All major US indices were dragged into the red with underperformance in the Nasdaq as tech names sold off
  • Chinese CPI printed below forecast while PPI rose at its fastest pace since 2017
  • The DXY heads into the European session relatively flat, EUR/USD rests just below 1.2150 and GBP/USD maintains 1.41 status
  • US...
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  • Equities are contained with the initial modest European strength dissipating while the ES is unchanged and NQ/YM are mixed
  • DXY is off-lows and holding 90.00 but pressured with Cable eclipsing 1.40 amid Scottish election results
  • US Colonial Pipeline shut down its entire network as prelim. reports indicate the cyber attack could have Russian links, no time-line for a restart at present
  • LME copper hit record highs as did Dalian iron ore futures...
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  • Asian equities traded mostly positive as the region reacted to last Friday's disappointing US jobs data, which saw US majors hit record highs
  • In FX, the DXY remains below 90.50, EUR/USD holds on to 1.2150 and GBP/USD trades on a 1.40 handle
  • The SNP won 64 seats in the Scottish Parliamentary election, falling one short of the number required for an absolute majority
  • A ransomware attack forced the shutdown of the Colonial Pipeline, which is...
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  • European bourses are firmer extending on APAC performance with miners leading the way; US futures are also firmer though closer to the unchanged mark pre-NFP
  • The Biden administration is likely to go ahead with former President Trump's China investment ban and Blinken is to keep the pressure up in his UN speech
  • EUR and GBP are the outperformers with the single currency seeing upside around Kazak remarks and GBP as local election results filter...
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  • Asian equity markets traded mostly higher following the late ramp up on Wall St. and encouraging data from China
  • Gains were capped ahead of US NFP data and as increased US-China hawkish rhetoric contributed to the tentativeness
  • The Biden administration is likely to go ahead with former President Trump's China investment ban
  • In FX, the DXY languished beneath 91.00, EUR/USD held on to gains above 1.2050 and GBP/USD reclaimed...
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  • European bourses gave up opening gains but have recovered from lows to largely mixed/unchanged performance; US futures are marginally firmer
  • China was mixed on its return with pressure in bio stocks as the US administration is in favour of waiving IP rights, with the EU announcing a similar stance
  • China NDRC announced it is to suspend indefinitely all activities under the China-Australia Strategic Economic Dialogue mechanism, citing Australia's disruption of...
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  • A mixed picture was observed in Asia-Pac stocks as the region took its cue from the indecision stateside
  • The Nasdaq was dragged lower by weakness in tech and growth, although S&P 500 and DJIA remained afloat
  • In FX markets, the DXY was relatively contained overnight, EUR/USD oscillated around 1.20 and GBP/USD clings on to 1.39 status
  • Brent crude printed a fresh COVID-era high just shy of the USD 70/bbl...
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  • European bourses are firmer at present with mining, oil and tech names the outperformers; US futures are also supported though magnitudes are more contained
  • US Treasury Secretary Yellen clarified her remarks stating she was not predicting or recommending a rate increase
  • DXY largely recovered from initial pressure, briefly surpassing yesterday's peak though it is now pivoting the unchanged mark with peers contained and rangebound ex-NZD
  • Core...
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  • Asian equity markets traded cautiously as the region battled to shrug off the tech-led declines in the US
  • US Treasury Secretary Yellen stated that interest rates will have to rise somewhat to ensure the economy does not overheat
  • Yellen later clarified that she is not predicting nor recommending a rate increase
  • In FX, the DXY retraced some of yesterday's gains, EUR/USD held on to 1.20 status and GBP/USD reclaimed...
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