Newsquawk

Blog

  • European bourses are modestly firmer heading into US’ players arrival but trade for the morning has been tepid & without conviction
  • Initial comments heading into the EU Summit include Dutch PM Rutte ascribing less than 50% chance to a deal and Merkel noting negotiations are tough
  • Texas Governor Abbott later commented that there is no shutdown coming; following rumours this could be implemented today
  • Applied DNA & Takis report positive preclinical results from Lineadna vaccine candidates for...
Categories:
  • Asian equity markets were mixed as efforts to recoup the prior day’s losses were fettered by the record increases in coronavirus numbers in US and abroad
  • Texas Governor Abbot pushed back on rumours over a potential shutdown in the state, whilst the Miami Mayor suggested a stay at home order could be on the cards
  • In FX, the DXY heads into the EU session relatively steady above 96.00, EUR/USD trades sub-1.14
  • Reports suggest there are disagreements in the White House over the use of stimulus checks vs....
Categories:
  • Sentiment remains somewhat sour in a mild pull-back from vaccine induced upside after mixed APAC data pre-ECB & US data
  • Chinese GDP and Industrial Production topped estimates whilst Retail Sales disappointed and showed a surprise contraction
  • US is reportedly considering a travel ban on members of the Chinese Communist Party, although reports added that President Trump may ultimately reject a possible travel ban
  • DXY is rangebound but firmer with major peers softer while debt remains in mild...
Categories:
  • Asian stocks traded mostly negative as recent vaccine optimism that underpinned global stocks took a back seat to the slew of tier-1 releases in the region
  • Chinese GDP and Industrial Production topped estimates whilst Retail Sales disappointed and showed a surprise contraction
  • NIH's Fauci said the US will have an effective COVID-19 vaccine by year-end and that Moderna's vaccine trial results were especially promising
  • The DXY edged marginal gains above 96.00 after rebounding from the prior day’s...
Categories:
  • Sentiment remains strong following on from multiple COVID-19 vaccine updates ahead of US’ entrance
  • Moderna (MRNA) COVID-19 vaccine produced antibodies in all patients tested in the initial study, according to reports
  • US President Trump said he signed legislation and an executive order to hold China accountable for actions in Hong Kong
  • BoJ kept monetary policy settings unchanged as expected with rates kept at -0.1% and 10yr JGB yield target at around 0% through an 8-1 vote
  • Court rejects EU...
Categories:
  • Asian equity markets were mostly positive as regional bourses tracked the cyclical-led gains in US peers
  • Moderna (MRNA) COVID-19 vaccine produced antibodies in all patients tested in an initial study, according to reports
  • US President Trump said he signed legislation and an executive order to hold China accountable for actions in Hong Kong
  • BoJ kept monetary policy settings unchanged as expected with rates kept at -0.1% and 10yr JGB yield...
Categories:
  • Sentiment is subdued in Europe, but off lows, as US futures remain robust ahead of US bank earnings
  • China's Foreign Ministry intends to apply sanctions on Lockheed Martin (LMT) over arms sales to Taiwan
  • Trump’s advisors have outruled breaking the USD/HKD peg while China says the US accusations over the South China Sea are unjustified
  • UK reportedly will ban UK telecoms from purchasing Huawei equipment by year-end and will remove Huawei from all 5G networks by 2027
  • FX sees the USD softer but...
Categories:
  • Asian equity markets traded negatively with sentiment dampened following choppy performance stateside
  • California Governor Newsom ordered a shutdown of indoor restaurants, bars, movie theatres and other businesses across the state
  • The US has denounced China's claims to the South China Sea as unlawful
  • The DXY sits just above 96.50 with trade across the FX complex relatively contained overnight
  • UK will reportedly ban UK telecom companies from purchasing Huawei equipment by year-end and will...
Categories:
  • Sentiment remains firm but European bourses are off highs while US futures remain steady with gains of 0.5%
  • Weekend updates saw a record rise in global COVID-19 cases, whilst Florida saw its largest increase in cases since the pandemic began
  • US is reportedly weighing limited options to sanction China for its actions in Hong Kong
  • China's Foreign Ministry says it will impose sanctions on US lawmakers in response to sanctions over Xinjiang
  • US is to issue 25% tariffs on USD 1.3bln of French...
Categories:
  • Asian equity markets began the week mostly positive as the region benefitted from the recent tailwinds from Wall St.
  • Weekend updates saw a record rise in global COVID-19 cases, whilst Florida saw its largest increase in cases since the pandemic began
  • US is reportedly weighing limited options to sanction China for its actions in Hong Kong, according to WSJ
  • DXY traded softer and declined back below 96.50, EUR/USD and GBP/USD trade above 1.13 and 1.2650 respectively
  • WTI crude futures retraced...
Categories:
  • Choppy end to the week for stocks amidst a flurry of updates as debt remains in demand & dollar dips
  • US is said to be mulling a tariff list against France for around USD 500-700mln in goods
  • Texas COVID-19 cases increased by the most since the pandemic began and the Governor predicts next week will be worse
  • EU Council President Michel proposes a budget of EUR 1.074tln & recovery fund total maintained at EUR 750bln
  • IEA raises 2020 oil demand forecast by 400k BPD, demand decline in Q2...
Categories:
  • Asian stock markets were negative following a lacklustre performance across global peers
  • Large-cap Chinese shares were pressured after two state-backed funds said they plan to trim holdings
  • US coronavirus cases rose by at least 60,565 which was a 2nd consecutive record increase
  • US is said to be mulling a tariff list against France for around USD 500-700mln in goods, with a potential announcement today, sources
  • In FX,...
Categories:
  • European bourses and US equity futures are mixed; DAX and IT sector outperforms after SAP’s prelim results
  • US coronavirus cases rose by more than 60,000 for a record daily increase according to a major newswire tally; Texas death rise was the largest since the pandemic began
  • China’s Foreign Minister said China is willing to develop ties with the US but relations face serious challenges
  • Australia is to suspend the extradition agreement with Hong Kong while New Zealand will review relationship...
Categories:
  • Asian equity markets traded mostly higher as the region took its cue from the positive rollover from Wall Street
  • China’s Foreign Minister said China is willing to develop ties with the US but relations face serious challenges
  • Australia is to suspend the extradition agreement with Hong Kong; New Zealand will review relationship settings with Hong Kong
  • German Chancellor Merkel is under domestic pressure to take a harder line against...
Categories:
  • Price action has been choppy amid a lack of fresh fundamentals ahead of a quiet US schedule
  • European bourses are lower but remain within session ranges with US futures posting similar performance but erring closer to the U/C mark at present
  • California and Texas reported record daily COVID-19 cases, according to reports
  • President Trump’s aides were said to propose undermining the USD/HKD peg; the idea had not been put forward to the President
  • FX sees the USD is rangebound either side of the...
Categories:
  • APAC equity markets were mixed; ASX 200 lagged as Australia’s 2nd largest city heads into a 6-week lockdown
  • California and Texas reported record daily COVID-19 cases, according to reports
  • President Trump’s aides were said to propose undermining the USD/HKD peg; the idea had not been put forward to the President
  • UK PM Johnson reiterated that Britain is prepared to leave the EU without a trade agreement
  • In FX, DXY held onto gains below 97.000, G10 peers largely traded within tight...
Categories:
  • Sentiment remains subdued as stocks slip and the DXY dominates amidst a busy session in-spite of a quiet schedule with COVID-19 at the forefront
  • Melbourne, Australia has been placed under lockdown restrictions for 6-weeks given COVID-19
  • European Commission cut EZ growth forecasts for 2020 & 2021 due to the slower easing of lockdown measures
  • USTR Lighthizer and Chinese Vice Premier Liu are to lead a phone conversation in mid-August to assess the trade deal's progress
  • RBA left rates &...
Categories:
  • APAC stocks traded mixed in what was a choppy session; Mainland China remained positive
  • Chinese officials are said to believe that if they keep ramping up US agriculture purchases it will help keep the Phase One deal alive, sources
  • EU’s Chief Brexit Negotiator Barnier said the EU is willing to accept zonal attachments for post-Brexit fisheries under conditions
  • RBA kept its Cash Rate Target unchanged at 0.25% and maintained the 3yr bond yield...
Categories:
  • Sentiment remains supported but has slipped somewhat after stellar Chinese trade session in comparatively quiet European hours
  • China’s Securities Times remarked that fostering a healthy bull market following the COVID-19 pandemic is now more important than ever to the economy
  • China is braced for possible financial sanctions from the United States over the Hong Kong national security law
  • Reportedly, China is considering increasing tariffs against Britain and Australia as a retaliatory...
Categories:
  • Asian equity markets and US equity futures began the week mostly firmer; Hong Kong and Mainland China surged
  • US CDC reported 52,228 new coronavirus cases and 271 deaths; Florida coronavirus cases rose by 10,059 and Texas cases rose by 3,449
  • US Officials intend to promote a new study showing promising therapeutic results for COVID-19, an announcement they have described as being ‘market-moving’, NBC reported
  • China is braced for possible financial sanctions from the United States over the Hong Kong...
Categories:
  • Asian equity markets were mostly higher after a positive post-NFP close on Wall St., albeit stocks finished off best levels
  • US COVID-19 cases rose yesterday by over 54k, Texas hospitalizations rose to a 4th consecutive high with Governor Abbot imposing a mandatory face mask requirement
  • Chinese Caixin Services PMI printed the highest in a decade and Caixin Composite PMI added to this week’s streak of encouraging PMIs
  • The DXY heads into the EU open modestly firmer and above the 97.00 mark with FX...
Categories:
  • Sentiment remains stronger this morning following a positive APAC handover ahead of today’s heavy US data slate
  • DXY is softer below the 97.00 handle to the benefit of most major peers while the core debt complex is marginally firmer
  • Senior EU official is to publish a compromise EU budget and Recovery Fund proposal next week, will continue to negotiate until the EU leader summit
  • US daily coronavirus cases increased by over 50,000 for the first time ever after California, Texas and Arizona all...
Categories:
  • Asian equity markets traded positively after the region took advantage of the mild tailwinds from Wall St
  • FOMC Minutes saw the Fed reiterate its commitment to utilizing a full range of tools to support the economy
  • Minutes also noted that participants generally indicated support for outcome-based forward guidance
  • US daily coronavirus cases increased by over 50,000 for the first time. Apple re-closed 30 stores in seven states
  • In FX, the DXY remains lacklustre, EUR/USD sits just above 1.1250,...
Categories:
  • Price action has been choppy on month, quarter and half-year end; European bourses are subdued with US futures posting similar performance
  • China's legislature passed the Hong Kong security law as expected; further details expected later today
  • US Commerce Secretary Ross said regulations providing preferential treatment to Hong Kong are suspended and further steps to remove differential treatment for Hong Kong are being assessed
  • As such, China's Foreign Ministry reiterates that they will take...
Categories:
  • Asian equity markets traded higher as the region took its cue from the firm performance on Wall St
  • Chinese Manufacturing PMI and Non-Manufacturing PMI topped estimates
  • China's legislature passed the Hong Kong security law as expected. US Commerce Secretary announced that HK’s special status is revoked
  • WHO Chief Tedros said that although many countries have made some progress, the pandemic is actually speeding up...
Categories: