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  • Asian equity markets were lower on spill-over selling from peers on Wall St; Hong Kong underperformed
  • White House Economic Adviser Kudlow said we are examining all deals regarding China-based firms that may list in US
  • US President Trump said he thinks the 2020 election will end up at the Supreme Court and that is why it is important to have nine justices
  • US Congress is reportedly readying to leave Washington as early as this week until after...
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  • European bourses are firmer pushing past a mixed APAC performance and taking the lead from Wall St.
  • US House passed the stopgap funding bill to avert a government shutdown as expected
  • UK Chancellor Sunak is reportedly mulling German-style wage subsidies to replace the furlough scheme
  • EZ/UK Manufacturing Flash PMIs beat but EZ services only just reside in expansionary territory
  • FX sees the USD essentially unchanged having resided after side of the mark with peers, antipodeans aside, little...
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  • Asian equity markets traded mixed and failed to take full impetus from the rebound across their global peers
  • RBNZ kept OCR unchanged at 0.25% and maintained LSAP at NZD 100bln as expected
  • Chinese military reportedly stepped up its anti-mine drills as Taiwan bolsters its sea defences to protect against an invasion
  • In FX, DXY extended gains above 94.000, EUR/USD gave up 1.1700 and AUD/USD underperformed
  • Looking ahead,...
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  • European bourses are firmer in a turnaround from APAC action; US futures are mixed with the Nasdaq firmer but ES & Dow flat
  • Fed Chair Powell reiterated in the pre-release of his testimony to Congress that the Fed will do what it can and for as long as it takes to support the recovery
  • FX sees the USD off highs while GBP is firmer after being bolstered from BoE Bailey’s remark that last week’s statement did not imply the use of negative rates
  • Riksbank left policy U/C as expected; RBA Deputy...
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  • Asian equity markets were lower across the board with weakness stemming from the uninspiring performance in global peers
  • The DJIA registered losses of over 500 points, although a late resurgence in tech helped the Nasdaq 100 finish in the green
  • UK PM Johnson is to announce that bars, pubs and restaurants in England will be forced to shut at 10pm as of Thursday
  • Fed Chair Powell said the Fed will do what it can and for as long as it takes to...
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  • European bourses are impaired this morning given pressure on COVID-19 sensitive names and the banking sector; US futures down ~1.8%
  • The ECB has launched a sweeping review of its EUR 1.35tln PEPP program, which will assess the impact of its bond-buying
  • The death of Supreme Court Associate Justice Ginsberg has opened another front in the election battle with President Trump intending to make a nomination in the week ahead
  • US Democrats and White House officials neared a deal on Friday on a stopgap...
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  • Asian equity markets were subdued and US equity futures traded choppy after last Friday’s losses on Wall St
  • US President Trump gave his blessing to the deal between TikTok, Oracle and Walmart
  • UK PM Johnson warned that the UK is now seeing a second wave of coronavirus and further measures will be imposed if the disease progresses
  • The ECB has launched a sweeping review of its EUR 1.35tln PEPP program, which will assess the impact of its...
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  • European bourses are flat/mixed in relatively quiet trade with focus on quad witching to close out the week
  • US lawmakers are nearing a spending deal to avert a government shutdown at the end of the month, which a bipartisan group seeks to unveil today
  • US President Trump is reportedly comfortable with the deal TikTok and Oracle (ORCL) made with the CFIUS
  • Taiwan's Defence Ministry says multiple Chinese jets crossed the mid-line of the Taiwan Strait on Friday
  • FX sees the dollar downbeat on JPY...
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  • Asian equity markets were mildly positive after shrugging off the weak lead from the US where the Nasdaq led the retreat
  • ByteDance and Oracle (ORCL) are reportedly planning an IPO of TikTok’s global business on a US stock exchange in about a year, according to sources
  • Sources told Fox that US President Trump is comfortable with the deal TikTok and Oracle (ORCL) made with the CFIUS
  • In FX markets, the DXY consolidated below 93.00, EUR/USD is currently capped by 1.1850, GBP/USD is hovering around the...
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  • European equities remain downbeat but have nursed some losses throughout a relatively quiet European session thus far
  • US President Trump said he supports something like a plan for coronavirus relief proposed by the bipartisan group, adding “we are getting closer to a deal on coronavirus relief”
  • BoJ left policy unchanged as expected but revised their economic assessment higher; Brazil’s selic rate was also U/C
  • FX sees the DXY modestly downbeat but has been choppy throughout the morning with major...
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  • FOMC left rates on hold as expected, sees rates unchanged at least through 2023 and maintained the asset purchase schedule
  • The Committee will aim to achieve inflation moderately above 2% for some time so that inflation averages 2% over time
  • Asian equity markets traded subdued as the soured mood rolled over into the region from the uninspiring finish on Wall St
  • Reports suggested that Oracle’s TikTok bid left US security concerns unaddressed
  • BoJ kept policy settings unchanged and upped its...
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  • European bourses are mixed/flat in a pullback from the mornings grinding bid; US futures are firmer by ~0.4%
  • DXY is downbeat but still holds above yesterday’s low to the modest benefit of major peers
  • White House Chief of Staff Meadows said the USD 1.5tln proposal from bipartisan lawmakers does not align with the Trump administration's priorities although could pave opening for further talks
  • Crude is supported amidst Hurricane Sally effects, which has now made landfall and an unexpected sizeable...
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  • Asian equity markets traded mixed and only partially benefitted from the tech-led gains in US
  • DXY trades mildly softer, whilst remaining on a 93.00 handle, EUR/USD hovers around 1.1850 and GBP/USD trades sub 1.2900
  • A 50-member House bipartisan group proposed a USD 1.5tln stimulus package in an effort to break the deadlock; rejected by Democrats and the administration
  • BSEE estimated Hurricane Sally has cut 26.9% of US gulf offshore oil...
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  • European stocks saw an uninspiring open but have since seen upside despite a lack of fresh catalysts
  • ByteDance plans to restructure TikTok with its new investors which would see Oracle (ORCL) and Sequoia Capital taking stakes
  • IEA cut its 2020 crude oil demand forecast by 200k BPD and expects the recovery in oil demand to decelerate markedly in H2
  • The DXY lost further ground after slipping below 93.00; EUR/USD trades just beneath 1.1900,...
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  • Asian equity markets were somewhat mixed as the region only partially sustained the momentum from the firm US handover
  • ByteDance plans to restructure TikTok with its new investors which would see Oracle (ORCL) and Sequoia Capital taking stakes
  • UK government won the vote on the Internal Market Bill by 340-263 which now moves the bill to the Committee Stage of the legislation process
  • The DXY lost further ground after slipping below 93.00;...
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  • Early gains in European equities fizzled out whilst US equity futures hold onto gains
  • US Ambassador to China abruptly stepped down, with a replacement unlikely before US elections according to sources
  • AstraZeneca (AZN LN) and the University of Oxford have resumed their coronavirus vaccine trial
  • ByteDance reportedly picked Oracle as the winning bidder for its TikTok operations in US; latest sources said ByteDance will not sell to either...
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  • Asian equity markets were positive across the board and US equity futures also began the week on the front foot
  • AstraZeneca (AZN LN) and the University of Oxford have resumed their coronavirus vaccine trial
  • ByteDance reportedly picked Oracle as the winning bidder for its TikTok operations in US
  • UK senior Tories are refusing to back down on their revolt against PM Johnson regarding the Internal Market Bill
  • The DXY was marginally softer overnight, allowing EUR/USD to test 1.1850 to the upside...
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  • European equities are modestly subdued unable to follow the largely positive APAC handover, while US futures are firmer but off highs
  • UK PM Johnson is facing a revolt by as many as 30 Tory MPs over the Internal Markets bill; to address Party at 17:30BST/12:30ET
  • President Trump refuted reports he is to extend the TikTok deadline
  • FX sees the USD softer weighed on by antipodeans & EUR with the latter bolstered via EUR/GBP action
  • Looking ahead, highlights include UK GDP, US CPI, ECB's...
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  • Asian equity markets trade mixed as the region partially shrugged-off the weak performance stateside where all major indices declined amid selling in tech and energy
  • UK PM Johnson is facing a revolt by as many as 30 Tory MPs over the Internal Markets bill
  • ECB policymakers agreed to look through euro strength at the September meeting and judged the currency broadly in line with economic fundamentals, according to sources
  • DXY is mildly softer following yesterday’s gains, EUR/USD stabilised on a...
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  • Asia-Pac bourses were mostly positive after taking advantage of the constructive handover from the US where tech staged a rebound
  • The EU is reportedly mulling legal action against the UK for its attempt to override parts of the Withdrawal Agreement
  • The DXY was lacklustre following the prior day’s weakness, EUR/USD trades above 1.18 on ECB day whilst GBP/USD remains sub-1.30
  • Saudi Arabia reportedly plans to keep oil production steady despite a recent slump in prices, according to the...
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  • Sentiment has stabilised and mounted a recovery as APAC/AstraZeneca pressure abated; Nasdaq future outperforms +2.0%
  • AstraZeneca (AZN LN) vaccine trials with the University of Oxford have reportedly been placed on hold due to an adverse reaction in a UK participant
  • NIH Fauci said Moderna and Pfizer/BioNTech COVID vaccine trials are expected to be enrolled by the end of September
  • FX sees the USD firmer and GBP lagging once again ahead of the Internal Market Bill publication while CAD has pared losses...
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  • Asian equity markets were lower across the board amid strong headwinds from Wall St where the tech rout intensified on return from the long weekend
  • AstraZeneca’s COVID-19 vaccine trial with the University of Oxford has reportedly been placed on hold due to an adverse reaction in a UK participant
  • Senior UK Sky News sources believe UK Chief Brexit Negotiator Frost has concluded that a deal with the EU is not achievable without fundamentally compromising UK red...
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  • Sentiment has slipped as US participants return following a positive APAC handover; Nasdaq 100 future 2.5% lower and once again the laggard
  • USD benefits from the deterioration in sentiment to the detriment of all major peers with GBP feeling the brunt after yesterday’s slide following further downbeat Brexit reports
  • Indian and Chinese troops are in a stand-off at a location near North of Rezangla heights in Eastern Ladakh, 30-40 soldiers reportedly involved from the...
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  • Asian equity markets traded mostly positive, following the upbeat performance in EU counterparts
  • Gains in the region were moderated after US President Trump suggested the idea of decoupling the US economy from China
  • UK PM Johnson is to reportedly tell the EU that the Brexit deal must be rewritten in order to protect the Union, according to The Telegraph
  • In FX, the DXY held on to mild gains above 93.00, EUR/USD briefly slipped below 1.18 and GBP remains pressured by Brexit concerns
  • Looking...
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  • Asian equity markets began the week indecisively as the region reflected on Friday’s US jobs release and continued tech-related losses on Wall St
  • Mixed Chinese trade data and ongoing tensions with the US added to the cautious approach
  • The DXY heads into the EU open relatively flat below 93.00; GBP pressured by the latest Brexit updates
  • UK PM Johnson has set a trade deal deadline for October 15th and is reportedly planning new legislation that would override key aspects of the withdrawal...
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