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  • APAC stocks traded mostly higher following last Friday's gains on Wall St; participants also digested mixed Chinese data.
  • Chinese Y/Y CPI remained in deflationary territory, trade data saw imports and exports fall short of expectations.
  • US President Trump said they are very far advanced on a China deal ahead of high-level talks in London on Monday.
  • US President Trump said he is thinking about the next Fed Chair and it is coming out very...
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  • MON: Japanese GDP R (Q1), Chinese Inflation (May), Chinese Trade Balance (May), EZ Sentix Index (Jun), US Employment Trends (May)
  • TUE: EIA STEO, UK Jobs Report (Apr), Swedish GDP (Apr), Norwegian CPI (May)
  • WED: ECB Wage Tracker, US CPI (May), UK Spending Review
  • THU: UK GDP (Apr), US PPI (May)
  • FRI: French/Spanish Final CPI (May), EZ Trade Balance (Apr), University of Michigan Survey (Jun), Quad...
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  • European bourses trade flat/lower following the fallout of the dramatic Trump-Musk spat, but with traders setting their sights on the US jobs report.
  • USD is slightly firmer in what has ultimately been a week of losses for DXY. EUR is trivially softer vs. the USD. JPY is the laggard across the majors.
  • USTs are a touch higher ahead of the US jobs report and following yesterday's ECB-led losses. Bunds are attempting to atone for yesterday's downside. Gilts are being...
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  • APAC stocks traded mixed following the subdued handover from the US amid a stunning online bust-up between US President Trump and Elon Musk.
  • US President Trump said that trade talks with China have never been off track and straightened out the complexity.
  • European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 future down 0.1% after the cash market finished with gains of 0.1% on Thursday.
  • DXY is a touch higher,...
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  • US President Trump is to meet with German Chancellor Merz at 11:45EDT/16:45BST today.
  • European bourses opened flat before climbing, which supported US futures, but are now off best.
  • FX markets broadly contained as EUR awaits the upcoming ECB rate announcement.
  • Bonds broadly trading near session highs, Bunds benefit after strong auctions from Spain/France.
  • Crude prices stabilise after sinking post-Saudi report,...
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  • US President Trump is to meet with German Chancellor Merz at 11:45EDT/16:45BST today.
  • US President Trump said the "debt limit should be entirely scrapped..."; separately, he banned travel from certain nations
  • APAC trade was mixed, European futures point to a flat open
  • DXY saw a slight reprieve, EUR/USD took a breather and GBP was rangebound
  • Fixed benchmarks held onto recent gains, JGBs were briefly knocked by...
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  • EU Trade Commissioner Sefcovic says he had constructive talks with USTR Greer; are advancing in the correct direction at "pace".
  • US President Trump's order to increase steel and aluminium tariffs to 50% has taken effect, aside from the UK. The UK is still subject to 25% tariffs on steel, with the UK failing to get the 0% tariffs promised in the US ‘deal’ implemented in time.
  • European bourses climb higher and currently at session highs; US futures are modestly higher...
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  • US President Trump is reportedly set to speak with Chinese President Xi on Friday, according to sources. It was also reported that White House Press Secretary said the Trump-Xi call will be held very soon.
  • White House said the Wednesday trade offer deadline letter was authentic and they are on track for good deals.
  • APAC stocks traded mostly higher following the gains on Wall St where sentiment was lifted by better-than-expected JOLTS data and with some slight...
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  • The EU did not receive a US letter demanding best trade negotiations offers by Wednesday, according to Reuters sources.
  • European bourses opened higher but tilted lower as the Dutch Government collapsed; US futures also in the red.
  • USD attempts to claw back recent losses, EUR/USD digests soft inflation data.
  • 10yr JGB sale bolsters bonds and Bunds see some modest action on EZ HICP; Fed speak ahead.
  • Crude continues to...
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  • APAC stocks traded mostly higher as the region took impetus from the rebound on Wall St; gains capped by disappointing Chinese Caixin Manufacturing data.
  • US President Trump's administration wants countries' "best offer" by Wednesday in tariff talks, according to Reuters.
  • White House Press Secretary said US President Trump and Chinese President Xi will likely talk this week.
  • European equity futures indicate a slightly positive cash market...
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  • US President Trump said he will double US steel and aluminum tariffs from 25% to 50%, effective June 4th.
  • US Treasury Secretary Bessent said China is holding back products essential to the industrial supply chain and he believes President Trump will talk to Chinese President Xi very soon, according to a CBS interview.
  • Crude soars on OPEC+. OPEC+ members that voluntarily restricted output agreed to a 411k BPD oil production increase in July, as expected, which could...
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  • US President Trump said he will double US steel and aluminium tariffs from 25% to 50%, effective June 4th.
  • US Treasury Secretary Bessent said China is holding back products essential to the industrial supply chain and he believes President Trump will talk to Chinese President Xi very soon, according to a CBS interview.
  • OPEC+ members that voluntarily restricted output agreed to a 411k BPD oil production increase in July, as expected, which could be paused or reversed...
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  • MON: Swiss GDP (Q1), EZ/UK/US Final Manufacturing PMI (May), US ISM Manufacturing PMI (May)
  • TUE: RBA Minutes, South Korean Election, South Korean CPI (May), Swiss CPI (May), EZ Flash CPI (May), US Durable Goods (Apr)
  • WED: BoC Announcement, Australian GDP (Q1), EZ/UK/US Final Services and Composite PMI (May), ISM Services PMI (May)
  • THU: ECB Announcement, Swiss Unemployment (May), Swedish CPIF (May), EZ PPI (Apr), Canadian Trade...
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  • US President Trump's advisers are considering a stopgap tariff regime if the court appeal against the tariff block fails, while the effort that the Trump administration is considering would allow tariffs of up to 15% for 100 days, according to WSJ.
  • US Treasury Secretary Bessent said a couple of large deals are close. Furthermore, he said China talks are a bit stalled but believes they will have more talks in a few weeks and noted the EU's deal is in motion.
  • European...
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  • APAC stocks were subdued heading into month-end as participants digested a slew of data and amid trade uncertainty; Euro Stoxx 50 futures indicate a flat open.
  • DXY little moved after US President Trump-Fed Chair Powell meeting, JPY benefits after mostly-firmer than expected Tokyo CPI.
  • US appeals court temporarily reinstated US President Trump’s tariffs during the appeal and said it needs time to consider filings.
  • US President Trump's...
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  • Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.
  • NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).
  • US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip...
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  • APAC stocks were mostly higher with sentiment underpinned following NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.
  • NVIDIA (NVDA) shares rose 4.9% after hours following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).
  • US President Trump ordered US chip designers to stop selling to China, according to FT; US...
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  • European bourses opened mixed but now in the red, US futures also lower ahead of NVIDIA results.
  • USD is fractionally extending on Tuesday’s upside, Kiwi leads after RBNZ delivers a hawkish cut.
  • 40yr JGB auction weighs, awaiting US supply & FOMC Minutes.
  • Energy markets await JMMC/OPEC+; Metals tread water.
  • US President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are...
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  • APAC stocks mostly higher following the Wall St. strength, futures since off best awaiting NVIDIA earnings
  • US President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are considering the offer!"
  • DXY continues to pick up, EUR/USD tests 1.13 to the downside & Cable lost 1.35, JPY choppy
  • RBNZ cut as expected, but refrained from overtly dovish language
  • JGBs came under...
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  • The EU set to focus on critical sectors in a bid to avoid US tariffs, according to Bloomberg sources.
  • Stocks in the green and generally at session highs; NQ +1.7%.
  • USD attempts to atone for recent losses, JPY weighed on by a pullback in domestic yields.
  • Bonds bid and yields slump on MOF sources, Gilts outperform on this & reports that the UK will be shifting to shorter-term borrowing in order to lower its interest...
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  • APAC stocks traded mixed with price action contained amid a lack of major fresh catalysts and in the absence of a lead from Wall St.
  • European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with gains of 1.3% on Monday.
  • DXY is back above 99.00 and attempting to claw back yesterday's downside, EUR/USD is back on a 1.13 handle.
  • US President Trump is said to be...
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  • US President Trump announced a delay to the 50% tariff deadline on EU goods to July 9th.
  • APAC stocks traded mixed as the initial uplift following Trump's announcement gradually waned.
  • European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.6% after the cash market closed with losses of 1.8% on Friday.
  • DXY has started the week on the backfoot and has slipped below the 99 mark, EUR/USD is on a 1.14 handle,...
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  • MON: US Holiday (Memorial Day), UK Holiday (Bank Holiday)
  • TUE: NBH Policy Announcement; German GfK (Jun), French Prelim. CPI (May), EZ Consumer Confidence (May), US Durable Goods (Apr), Dallas Fed (May)
  • WED: RBNZ Policy Announcement, FOMC Minutes (May), Riksbank Financial Stability Report, OPEC JMMC; Australian CPI (Apr), German Unemployment (May), US MBA (w/e 19th May), Richmond Fed (May), Nvidia (NVDA) earnings
  • THU: Swiss &...
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  • US President Trump is pushing the EU to cut tariffs or face extra duties with US negotiators to tell Brussels they expect unilateral concessions, according to FT.
  • European and US equity futures are trading mixed and generally reside on either side of the unchanged mark.
  • USD shunned once again after Thursday’s attempted bounce; JPY benefits from hot core inflation data overnight; GBP little moved to firmer-than-expected Retail Sales.
  • Bonds...
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  • APAC stocks were mostly in the green albeit with gains in the region capped following the indecisive performance stateside.
  • US President Trump and Chinese President Xi have not spoken since the Geneva agreement, according to CNN.
  • US President Trump is pushing the EU to cut tariffs or face extra duties with US negotiators to tell Brussels they expect unilateral concessions, according to FT.
  • European equity futures indicate a mildly positive...
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