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  • APAC stocks eventually traded mostly higher following a firm lead from Wall Street; Chinese stocks experienced a choppy session
  • DXY traded under 112.00, USD/JPY was relatively stable, CNH weakened on the PBoC fixing
  • South Korean President Yoon said North Korea has completed preparations for a seventh nuclear test
  • Sky News sources suggest Jeremy Hunt is to remain UK Chancellor, while Penny Mordaunt wants the Foreign Secretary...
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  • Equities are firmer in Europe and back to flat for US futures, as mixed APAC trade and PMI pressure eases a touch
  • USD has regrouped from Friday's dovish-downside though GBP outperforms while JPY has eased from best following pronounced APAC action
  • Bonds back off after early EU buying frenzy; with Gilts leading the way as the prospect of Sunak becoming the UK PM increases significantly
  • Commodities clipped, but off worst, as the USD regains...
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  • APAC stocks traded mixed, Hong Kong underperformed and its tech stocks slumped
  • Chinese President Xi secured a third term as CCP leader as expected; the delayed Chinese economic data was released
  • In FX, DXY reclaimed a 112.00 handle, Japan is touted to have intervened in FX markets on Monday, GBP outperformed
  • UK former PM Boris Johnson has pulled out of the Conservative Party leadership contest
  • North Korea and South...
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  • MON: EZ/UK/US Flash PMIs (Oct)
  • TUE: NBH Announcement, German Ifo Survey (Oct), US CaseShiller (Oct)
  • WED: BoC Announcement, BCB Announcement, Australian CPI (Q3), US Adv Goods Trade Balance
  • THU: ECB Announcement, South Korean GDP (Q3), German GfK Consumer Sentiment (Oct), German Flash CPI (Oct), US GDP Adv (Q3) and PCE (Q3)
  • FRI: CBR Announcement, BoJ Announcement, Japanese Jobs Report (Q3), Australian PPI...
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  • Equities began the session on the backfoot and have extended to the downside, with the NQ lagging stateside post-SNAP.
  • SNAP -25% in the pre-market; TWTR -8%, with the US reportedly to review Musk's deal
  • USD continues to climb with the index above 113.50 at best while USD/JPY tests 151.00 and Cable near 1.11
  • Debt has extended on initial downbeat performance amid Germany approving the debt brakes suspension; UK 10yr back above...
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  • APAC stocks traded cautiously with the region lacking firm direction following the weak lead from Wall Street (S&P -0.8%).
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -1.0% after the cash market closed with gains of 0.6% yesterday.
  • DXY reclaimed 113, cable is back below 1.12, USD/JPY remains on a 150 handle, NZD lags.
  • US government is reportedly mulling a security review regarding Elon Musk's deal...
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  • European cash bourses trade mixed with the breadth of the market narrow, US futures softer though off lows and varied
  • TSLA -5.0% in the pre-market post-earnings; in Europe, Ericsson and Nokia hit on margins
  • Pound pressured alongside PM Truss and after BoE's Broadbent, USD/JPY through 150.00 while DXY slips from 113.00
  • Debt remains depressed though notably off worst levels after dovish remarks from BoE's Broadbent, yields bid but have...
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  • APAC stocks were pressured following the weak handover from Wall Street (S&P 500 -0.7%). Tesla was lower by 6.3% post-earnings after-hours. 
  • China is reportedly mulling cutting inbound quarantine to 7 days from 10 days, according to Bloomberg.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.3% after the cash market closed with gains of 0.2% yesterday.
  • DXY has pulled back below 113,...
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  • Equities in Europe are mostly lower despite initial positive performance; US futures bid, but shy of best.
  • European earnings include ASML & Nestle; NFLX +13% in pre-market following their after-hours update
  • Franc flounders as Dollar rebounds alongside bear-steepening in US Treasuries, USD/CHF probes parity as DXY tops 112.500.
  • Gilts dented post-CPI which topped 10%, though clawed back losses to mid-97.00; broader complex pressured,...
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  • APAC stocks were mixed following the choppy performance stateside where major indices wobbled on news that Apple cut iPhone 14 Plus production.
  • US futures were supported after Netflix beat on top and bottom lines and more than doubled expected quarterly net subscriber additions.
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +0.8% after the cash market closed with gains of 0.6% yesterday.
  • DXY...
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  • Equity bourses in Europe trade with gains across the board but are off best levels; US futures are faring better
  • NZD leads after strong CPI while GBP lags as the BoE pushes back on QT delay reports, DXY firmer but off best
  • Yen pares some losses from under 149.00 against the Dollar amidst some unsubstantiated talk of intervention
  • Overall fixed complex is pressured, with Gilts lagging though Bunds are in close proximity and below 136.00 post...
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  • APAC stocks were positive with the region inspired by gains in global counterparts (SPX +2.66%).
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +1.2% after the cash market closed with gains of 1.8% yesterday.
  • BoE is reportedly expected to further delay quantitative tightening until gilt markets calm, according to FT.
  • DXY is softer and on a 111 handle, GBP is supported post-QT delay expectations, NZD...
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  • European bourses see a choppy session but have tilted towards the green after experiencing a mixed cash open.
  • US equity futures see gains across the board following the steep losses on Friday - with the NQ and RTY narrowly outperforming.
  • Gilts gap-up and lead the way ahead of a potential "mini-Budget" U-turn from new Chancellor Hunt, peers buoyed in turn.
  • Pound perkier in turn with the DXY modestly pressured to the benefit of peers across...
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  • APAC stocks were softer across the board after US stocks sold off on Friday, with losses broad-based
  • DXY was indecisive around the 113.00 level, GBP/USD reclaimed the 1.1200 status with the currency underpinned following the fiscal U-turns in the UK and after BoE Governor Bailey
  • BoE Governor Bailey said they will not hesitate to raise interest rates to meet the inflation target; UK Chancellor Hunt said ‘yes’ when asked if he can change the mini-Budget...
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  • SUN:: Chinese CCP National Congress.
  • MON: New Zealand CPI (Q3).
  • TUE: RBA Minutes, Chinese GDP (Q3)/Retail Sales (Sep)/Industrial Output (Sep), German ZEW Survey (Oct).
  • WED: UK Inflation (Sep), EZ Final CPI (Sep), Canadian CPI (Sep).
  • THU: PBoC LPR Announcement, CBRT Announcement, Bank of Indonesia Announcement, Australian Jobs Report (Sep), US Philly Fed.
  • FRI: Japanese CPI (Sep), UK...
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  • European bourses trade on a firmer footing in an extension of yesterday’s gains; US futures are more contained
  • DXY hovers around 113.00; GBP sits as the laggard as it unwinds some of the prior day's gains, USD/JPY topped yesterday's high of 147.67
  • Gilts are back above 97.00 amidst further reports that some economic plans may be reversed by the UK PM later today who to hold a press conference today at 14:00BST/09:00EDT
  • North Korea fires...
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  • APAC stocks took impetus from the aggressive rebound on Wall St (SPX +2.6%) where stocks made a remarkable comeback from the initial CPI-related selling.
  • European equity futures are indicative of a higher open with the Euro Stoxx 50 future +1.8% after the cash market closed with gains of 0.9% yesterday.
  • DXY remains on the backfoot, Cable sits on a 1.13 handle, EUR/USD lingers around 0.98 and antipodeans outperform.
  • UK PM Truss could...
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  • European bourses saw a choppy start to the session but have since been trending higher, with US futures are moving in tandem
  • DXY declined under 113.00 as GBP strengthened; EUR and Antipodeans gain whilst USD/CNH tested 7.2000 to the upside
  • US Treasuries are observing some caution whilst EU bonds trim yesterday's losses and Gilts outperform
  • Fed's Bowman (voter) said sizeable rate hikes should remain on the table if they do not see signs that...
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  • APAC stocks traded cautiously following the soft handover from Wall Street post-PPI and FOMC minutes.
  • FOMC minutes noted that officials judged they needed to move to and maintain a more restrictive policy stance, although several participants noted that risks could become more two-sided.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.5% after the cash market closed with losses of 0.3% yesterday.
  • DXY...
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  • European bourses saw a choppy start to the session, but have since titled to the upside; US equity futures trade on a firmer footing with the ES back above 3600
  • GBP was volatile but currently stands as the outperformer, DXY is softer but off worst levels, USD/JPY to a fresh 2022 and multi-year best
  • BoE said the bank has made it clear from the outset that its temporary and targeted purchases of gilts will end on October 14th
  • Polish pipeline...
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  • APAC stocks were subdued with price action indecisive as the region took its cue from the choppy performance and late selling stateside.
  • BoE Governor Bailey appeared to reject industry calls for an extension to Gilt purchases. However, an FT report later suggested that purchases could be prolonged.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.2% after the cash market closed with losses of 0.5%...
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  • European bourses are once again underwater; US futures are also on the backfoot with the ES Dec'22 contract dipping below 3600
  • DXY is firmer on the day with a current intraday high of 113.50, G10s are mixed vs the USD with the CAD and AUD the laggards
  • Schatz and Bund futures both retreated to new intraday lows, 10yr UK debt future also recoiled to a deeper Liffe low, and US Treasuries are narrowly mixed 
  • BoE said it intends to purchase...
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  • APAC stocks traded with a negative bias as several markets returned from the long weekend and reacted to the recent bearish themes.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.6% after the cash market closed with losses of 0.6% yesterday.
  • DXY extended above 113, AUD lags G10 FX again, USD/JPY failed to make a YTD peak, EUR/USD retreated below 0.97.
  • Fed Vice-Chair Brainard that easing...
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  • European bourses kicked the week off on the backfoot but have since trimmed losses; US equity futures are mostly softer but off lows.
  • DXY extends on Friday's gains with the index back above the 113.00 mark, AUD lags and USD/CNH topped 7.1500.
  • Bunds and US Treasuries are off best levels amidst hawkish ECB rhetoric and an upturn in overall risk sentiment whilst Gilts are still deeply underwater.
  • Explosions were reported across several...
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  • APAC stocks were negative in holiday-thinned trade, while the region digested a contraction in Chinese Caixin PMI and Friday's NFP.
  • European equity futures are indicative of a lower open with the Euro Stoxx 50 future -0.7% after the cash market closed with losses of 1.7% on Friday.
  • DXY stalled out just ahead of 113, FX is otherwise contained, AUD lags peers.
  • Russian President Putin described the Crimea bridge explosion as an act of terrorism...
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