Newsquawk

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  • European bourses are now firmer across the board, Euro Stoxx 50 +1.2%, as performance picks up following a mixed open amid comparably quiet newsflow
  • US futures are in-fitting though the overall complex is cognisant of Quad Witching & Chair Powell
  • DXY bid as the JPY tumbles amid the BoJ bucking the trend and remaining ultra-accommodative; activity-FX also hampered
  • Core debt has seen a concerted bounce from earlier lows, though action has...
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  • APAC stocks mostly suffered firm losses amid the global risk-aversion which saw the S&P 500 close lower by 3.1%.
  • BoJ kept policy settings unchanged as expected and will keep offering to buy 10yr JGBs at 0.25%.
  • DXY has reclaimed 104 status, JPY is the clear laggard in G10 FX, EUR/USD sits on a 1.05 handle. 
  • European equity futures are indicative of a positive open with Eurostoxx 50 +0.8% after the cash market closed lower by...
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  • European bourses and US futures are hampered following a surprise SNB hike, with pronounced price action seen across assets
  • SNB hikes by 50bp to -0.25% and cannot rule out further increases ahead; sparking noted CHF appreciation
  • DXY is well off best levels, but has recouped 105.00 as activity currencies come under pressure while CHF & JPY outperform
  • Bonds collapse as SNB unexpectedly strikes against inflation; with USTs back to...
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  • APAC stocks were mostly positive and followed suit to the gains on Wall Street post-FOMC; SPX +1.46%
  • The Fed hiked rates by 75bps and lifted its FFR projections, Fed Chair Powell said he does not expect 75bps moves to be common
  • European equity futures are indicative of a positive open with Eurostoxx 50 +0.3% after the cash market closed higher by 1.6% yesterday
  • DXY has rebounded from the post-FOMC declines, JPY lags G10 FX, GBP eyes the...
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  • US futures are firmer across the board, ES +0.3%, though overall action here is more contained than in Europe given the FOMC looms
  • European bourses are supported amid an ad-hoc ECB meeting on current market conditions, an update which bolstered the EUR and narrowed the BTP-Bund spread
  • However, the spread re-widened amid sources which did not appear to indicate a marked policy shift from the gathering
  • Broader FX features a downtrodden DXY to...
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  • APAC stocks traded mixed following a mostly negative US lead and better-than-expected Chinese activity data.
  • European equity futures are indicative of a mildly positive open with Eurostoxx 50 +0.3% after the cash market closed with losses of 0.8% yesterday.
  • DXY is relatively flat ahead of the European open, JPY leads G10 FX, Cable is back below 1.20.
  • ECB's Schnabel said the ECB will not tolerate changes in financing conditions that threaten...
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  • European bourses began on the front-foot; however, the ‘turnaround’ was shortlived with bourses now red across the board, Euro Stoxx 50 -0.8%.
  • Stateside, futures remain modestly positive, ES +0.4%, awaiting clarity from the Fed amid increasing speculation of a 75bp move
  • DXY continues to slip with peers mixed with low-yielding nations benefitting though activity currencies slip once more
  • Core debt has consolidated somewhat from Monday’s rout,...
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  • European bourses began on the front-foot; however, the ‘turnaround’ was shortlived with bourses now red across the board, Euro Stoxx 50 -0.8%.
  • Stateside, futures remain modestly positive, ES +0.4%, awaiting clarity from the Fed amid increasing speculation of a 75bp move
  • DXY continues to slip with peers mixed with low-yielding nations benefitting though activity currencies slip once more
  • Core debt has consolidated somewhat from Monday’s rout,...
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  • APAC stocks were pressured following the global stock and bond slump; S&P 500 -3.9%, NQ -4.6%
  • A WSJ piece noted the Fed is likely "to consider surprising markets with a larger-than-expected 0.75-percentage-point interest rate increase at their meeting this week".
  • European equity futures are indicative of a higher open with Eurostoxx 50 +0.9% after the cash market closed with losses of 2.7% yesterday.
  • DXY pulled back overnight, EUR/USD...
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  • European bourses are hampered across the board, Euro Stoxx 50 -2.5%, in a continuation of the fallout from Friday's US CPI and amid fresh COVID concerns in China.
  • US futures are in-fitting with this price action, ES -2.4% (sub-3800 at worst), ahead of the FOMC where the likes of Barclays now look for a 75bp hike after the May inflation release.
  • DXY continues to climb and has peaked at 104.75 thus far, ahead of the 105.01 YTD best; peers are pressured as such though...
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  • APAC stocks declined across the board following the hot US CPI and amid fresh COVID concerns in China.
  • European equity futures are indicative of a lower open with Eurostoxx 50 -1.5% after the cash market closed with losses of 3.4% on Friday.
  • DXY held on to recent gains, EUR/USD is back below 1.05 and USD/JPY breached 135 for the first time since February 2002.
  • UK government will publish legislation on the Northern Ireland Protocol...
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  • MON: UK GDP Estimate (Apr).
  • TUE: UK Jobs Data (Apr/May); Swedish CPI (May); German ZEW Survey (Jun); US PPI (May); OPEC MOMR.
  • WED: FOMC Announcement; BCB Announcement; Chinese Industrial Production and Retail Sales (May), French CPI (May), US Retail Sales (May), New Zealand GDP (Q1); IEA OMR.
  • THU: BoE Announcement; SNB Announcement; Australian Labor Market Report (May).
  • FRI: Quad Witching; BoJ Announcement;...
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  • European bourses are pressured in a continuation of the APAC handover, Euro Stoxx 50 -1.6%
  • US futures are mixed/flat for the most part, ES -0.2%, ahead of the US CPI release
  • DXY is bid but off 103.49 best levels while antipodeans/JPY outperform as GBP and CAD lag
  • BTP-Bund yield spread continues to gradually widen, though Bund upside is offsetting this somewhat
  • USTs pivot the unchanged mark pre-CPI, yield curve...
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  • APAC stocks were mostly negative after the glum mood rolled over from global counterparts (S&P 500 -2.4%)
  • European equity futures are indicative of a lower open with Eurostoxx 50 -0.9% after the cash market closed with losses of 1.7% yesterday
  • DXY is softer but maintains 103 status, EUR/USD remains on a 1.06 handle, JPY leads G10 FX
  • Crude futures declined amid COVID woes and with pressure seen as Chinese commodities came...
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  • Equities are, overall, struggling for clear direction in relatively cautious trade going into ECB; Euro Stoxx 50 -0.5%
  • Bourses, and US futures, were lifted amid further constructive China tech developments, this time for Ant; albeit, we have drifted modestly off best since, ES +0.3%
  • DXY remains in proximity to 152.00 and within yesterday’s parameters amid JPY and Yuan upside while EUR lies between sizeable OpEx
  • Core debt is choppy but Bunds...
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  • APAC stocks were subdued following a weak handover from the US and with sentiment cautious
  • DXY faded the prior day's marginal gains; G10s were broadly flat with some modest outperformance in the JPY
  • The White House said it expects elevated inflation numbers to be released on Friday, according to Reuters
  • Shanghai will lock down the Minhang district on Saturday morning for mass COVID-19 testing, according to...
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  • European bourses have trimmed initial upside, Euro Stoxx 50 -0.2%, with macro newsflow limited and the initial strength primarily a continuation of APAC/Wall St. leads.
  • Stateside, futures are modestly pressured overall but well within overnight ranges ahead of a slim docket; ES -0.4%.
  • USD/JPY continues to extend and has peaked just shy of 134.00 thus far; DXY continues to extend though is off intra-day bests
  • Core debt experienced hefty...
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  • APAC stocks were mostly higher following the gains on Wall St and optimism of China easing its tech crackdown
  • DXY was rangebound near 102.50, USD/JPY printed fresh 20-year highs above 133.00, and Antipodeans saw late pressure
  • RBI hiked by 50bps to 4.90% (exp. 40bps hike) via unanimous decision and dropped mention of "staying accommodative"
  • Elon Musk's effort to arrange new Twitter (TWTR) deal financing is on hold amid...
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  • European bourses are modestly pressured, Euro Stoxx 50 -0.9%, with newsflow relatively limited once more and participants looking ahead to the week's risks events
  • Stateside, futures are in-fitting directionally, but magnitudes marginally more contained ahead of a sparse US-specific docket
  • AUD is contained once more after a 50bp RBA hike, exceeding expectations, sparked short-lived upside while the DXY is steady mid-range
  • EGBs have drifted...
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  • APAC stocks traded cautiously amid upside in yields and ahead of upcoming risk events. 
  • European equity futures are indicative of a weaker open with Eurostoxx 50 -0.9% after the cash market closed higher by 1.5% yesterday.
  • DXY remains firmer above 102.50, EUR/USD is back below 1.07 and RBA-inspired gains in AUD were trimmed.
  • UK PM Johnson won the confidence vote, as expected, with total votes at 211 vs...
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  • European bourses are bolstered in limited newsflow as participants recoup from post-NFP pressure amid multiple China-related developments
  • US futures in-fitting with this performance and aided by the incremental China COVID developments alongside a pick-up in the regions PMIs
  • GBP is bid, but off highs, going into the no-confidence vote for PM Johnson between 18:00-20:00BST/13:00-15:00ET today
  • DXY downbeat as such, to the broad benefit of...
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  • APAC stocks traded mixed following last Friday's post-NFP losses on Wall St; European equity futures are indicative of a firmer open
  • DXY traded flat overnight but remained above the 102.00 level; G10s were uneventful 
  • China’s Beijing will continue to roll back its COVID-19 restrictions in most districts
  • UK Conservative rebels expect the 1922 Committee's Brady to make a statement this morning announcing PM Johnson will be subject to a...
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  • MON: Chinese Services PMI Final (May).
  • TUE: RBA Announcement; EZ Sentix (Jun); EIA STEO.
  • WED: RBI Announcement; NBP Announcement; Japanese GDP Final (Q1); EZ Employment Final (Q1) and GDP (Q1 Revisions).
  • THU: ECB Announcement; Chinese Trade Balance (May).
  • FRI: CBR Announcement; Chinese Inflation (May); Norwegian CPI (May); US CPI (May); Canadian Labor Market Report (May); University of Michigan Prelim...
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  • European cash bourses are trimming the Wall Street-induced gains seen at the open; US futures posting modest losses
  • NQ lags amid TSLA, -3.7% pre-mkt, CEO reportedly calling for a 10% staff reduction and saying he has a "super bad feeling" re. the economy
  • DXY relatively rangebound, but inching higher overall, going into NFP; peers marginally softer, as such
  • Debt downbeat with German yields extending further and the curve steeper while US...
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  • US stocks staged a comeback from opening losses; the Nasdaq outperformed and the SPX closed higher by 1.8%
  • APAC stocks took impetus from the gains in the US; Chinese markets were closed for Dragon Boat Festival
  • Fed's Mester (2022, 2024 voter) said ongoing rate increases are needed including 50bps rate hikes at the next two Fed meetings
  • The White House said they do not expect to see blockbuster job numbers every...
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