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  • Asia-Pac stocks were pressured following the tech sell-off in the US and several headwinds for global markets
  • President Biden reportedly stated to progressives that the spending package needs to be between USD 1.9tln-2.2tln
  • In FX, the DXY hovers around the 94.00 mark, EUR/USD and GBP/USD eye 1.16 and 1.36 respectively
  • RBA kept policy settings unchanged and reiterated its dovish guidance that suggests no rate hike until 2024 at the...
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  • Major bourses in Europe have adopted somewhat of a mixed picture following on from the broad-based downbeat cash open
  • In FX, the DXY briefly dipped below 94.000, EUR/USD and USD/JPY were choppy around 1.1600 and 111.00 respectively
  • A total of 39 Chinese military jets flew into Taiwan’s air defence zone on Saturday followed by another 16 on Sunday
  • US House progressives are reportedly willing to compromise on the USD 3.5tln amount with limits...
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  • MON: USTR US/China remarks, OPEC+ Meeting; Swiss CPI (Sep); EZ Sentix Index (Oct); US Durable Goods R (Aug)
  • TUE: RBA Policy Decision; Australian Trade Balance (Aug); EZ, UK and US Markit Services and Composite Final PMIs (Sep); US ISM Services PMI (Sep)
  • WED: RBNZ Policy Decision; NBP Policy Decision; EZ Retail Sales (Aug); US ADP National Employment (Sep)
  • THU: ECB Minutes; Bank of Israel Policy Decision; US Challenger Layoffs...
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  • Asian equity markets traded mixed amid the ongoing Evergrande default concerns; mainland China was away
  • In FX, the DXY briefly dipped below 94.000, EUR/USD and USD/JPY were choppy around 1.1600 and 111.00 respectively
  • A total of 39 Chinese military jets flew into Taiwan’s air defence zone on Saturday followed by another 16 on Sunday
  • US House progressives are reportedly willing to compromise on the USD 3.5tln amount with limits but rejected...
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  • Bourses in Europe kicked off the first trading day of Q4 on the back foot, although the selling has somewhat stabilised
  • US equity futures have also succumbed to the risk aversion; Chinese markets commenced the Golden Week holiday
  • In FX, the DXY maintains 94.00 status, EUR/USD trades sub-1.16 and GBP/USD attempts to reclaw losses
  • The House refrained from voting on the USD 1tln bipartisan infrastructure framework on Thursday...
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  • Asia-Pac stocks began Q4 on the backfoot following the negative handover from Wall St.
  • The S&P 500 closed the month and quarter out with its worst performance since the start of the pandemic
  • In FX, the DXY maintains 94.00 status, EUR/USD trades sub-1.16 and GBP/USD remains pressured
  • Congress passed the stopgap funding bill to avert a government shutdown
  • The House refrained from voting on the USD 1tln bipartisan...
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  • The upside momentum seen across US and European equity futures overnight stalled, with equities losing ground heading into the US session
  • In FX, DXY eclipsed 94.500, EUR/USD hit a 14-month low, USD/JPY trades on either side of 112.00
  • Chinese official Manufacturing PMI disappointed, whilst the Non-Manufacturing and Composite returned to expansionary territory
  • The House passed the bill to suspend the debt ceiling to December 2022; unlikely to...
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  • Asia-Pac stocks traded somewhat varied with the region indecisive at quarter-end and as participants digested a slew of data releases
  • Chinese official Manufacturing PMI disappointed, whilst the Non-Manufacturing and Composite returned to expansionary territory
  • In FX, the DXY remains on a 94.00 handle, whilst EUR/USD recouped 1.16 status and GBP/USD trades on a 1.34 handle
  • The House passed the bill to suspend the debt ceiling to December...
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  • Bourses in Europe are attempting to claw back some ground lost yesterday; the Oil & Gas sector lags while Tech recovers
  • In FX, DXY printed a new YTD high sub-94.00, EUR/USD hit fresh 2021 lows and the NZD underperforms
  • Evergrande sold CNY 10bln of shares in Shengjing Bank that will be used to pay the developer’s debt owed to the company
  • Japan's Kishida has been elected as the leader of the LDP Party and as the new Japanese...
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  • Asian equity markets were pressured on spillover selling from global peers which saw the S&P 500 suffer its worst day since May
  • Tech losses were magnified as yields climbed and with sentiment also dampened by weak data
  • Evergrande sold CNY 10bln of shares in Shengjing Bank that will be used to pay the developer’s debt owed to the company
  • In FX markets, the USD held on to most of the prior day’s gains, EUR/USD and GBP/USD remain on 1.16...
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  • Bourses in Europe extended on the losses seen at the cash open and trade lower across the board
  • US equity futures have also been hit in tandem with the surge in global yields; NQ underperforms
  • US 10yr yield rose further above 1.50%, the 20yr topped 2.00% and the UK 10yr hit 1.00% for the first time since March 2020
  • Advances in the crude complex saw Brent Nov contract reach USD 80/bbl, although volume and open interest has migrated to...
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  • Asian equity markets traded mixed following on from a Wall Street lead where value outperformed growth
  • The DXY heads into the European open marginally softer with EUR/USD and GBP/USD on 1.17 and 1.37 handles respectively
  • Advances in the crude complex saw Brent reach USD 80/bbl for the first time since October 2018
  • The Senate voted along party lines to block the bill to suspend the debt limit and avoid a government...
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  • Bourses in Europe have trimmed the gains seen at the open, albeit the region remains mostly in positive territory
  • US equity futures vary, with the NQ (-0.3%) lagging as yields tick higher, whilst the RTY (+0.4%) outperforms
  • In FX, the DXY eyes 93.500, EUR/USD fell below 1.1700 whilst USD/JPY inches closer to 111.00
  • The German election results saw a narrow victory for the SPD, with the Greens and FDP set to play a key role in the...
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  • Asian equity markets traded somewhat mixed with the region finding encouragement from reopening headlines
  • That said, gains were capped heading towards month-end, while German election results remained tight and Evergrande uncertainty continued to linger
  • The German election results saw a narrow victory for the SPD, with the Greens and FDP set to play a key role in the coalition-building process
  • EUR was relatively unfazed by the inconclusive...
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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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  • MON: Canadian Election; Swedish Budget; Japan Market Holiday.
  • TUE: RBA Minutes (Sep); BI Policy Decision; NHB Policy Decision; Riksbank Policy Decision.
  • WED: FOMC Policy Decision; BoJ Policy Decision; PBoC LPR Setting; BCB Policy Decision.
  • THU: BoE Policy Decision; SNB Policy Decision; Norges Bank Policy Decision; CBRT Policy Decision; SARB Policy Decision; EZ, UK, US Flash PMIs (Sep); New Zealand Trade Balance...
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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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