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  • Asian equities traded cautiously following the recent downbeat global risk appetite
  • Wall Street saw its heaviest losses since May with the S&P closing lower by 1.7%
  • In FX, the DXY was rangebound above 93.00, EUR/USD was steady after finding support at 1.17 and GBP/USD nursed losses sub-1.37
  • Canadian PM Trudeau is projected to win a 3rd term with his Liberal party set to form a minority government
  • US House Speaker...
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  • European bourses trade with losses across the board; US equity futures conform to the risk aversion with NQ narrowly outperforming vs RTY
  • Asia-Pac stocks were spooked at the start of the week; Mainland China, Japan, South Korea and Taiwan were closed
  • Evergrande fell 17% on default fears; executives redeemed some company investment products in advance earlier this year
  • In FX, DXY and JPY are bolstered and core debt is bid, US yield curve...
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  • MON: Canadian Election; Swedish Budget; Japan Market Holiday.
  • TUE: RBA Minutes (Sep); BI Policy Decision; NHB Policy Decision; Riksbank Policy Decision.
  • WED: FOMC Policy Decision; BoJ Policy Decision; PBoC LPR Setting; BCB Policy Decision.
  • THU: BoE Policy Decision; SNB Policy Decision; Norges Bank Policy Decision; CBRT Policy Decision; SARB Policy Decision; EZ, UK, US Flash PMIs (Sep); New Zealand Trade Balance...
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  • Asia-Pac stocks were spooked at the start of the week; Mainland China, Japan, South Korea and Taiwan were closed
  • US equity futures also slipped overnight with the RTY underperforming, NQ losses were less pronounced
  • In FX, DXY extended gains above 93.00, USD/JPY fell under 110.00, and antipodeans underperformed
  • Evergrande fell 17% on default fears; executives redeemed some company investment products in advance earlier this...
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  • Equities have come under pressure on Quad Witching Day, ES -0.3%, Euro Stoxx 50 -0.1%
  • In FX, the DXY has pulled back to the modest benefit of peers while debt is softer but off worst levels
  • US and Australia issued a joint statement that noted they will strengthen ties with Taiwan
  • ECB stated the FT story regarding inflation and a potential rate increase is not accurate; de Cos and Kazaks also spoke
  • The UK travel red...
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  • Asian equity markets traded mixed with the region tentative; US equity futures drifted higher overnight
  • In FX, DXY pulled back from yesterday's highs, GBP/USD reclaimed 1.3800 and antipodeans narrowly outperformed
  • US and Australia issued a joint statement that noted they will strengthen ties with Taiwan
  • ECB stated the FT story regarding inflation and a potential rate increase is not accurate
  • The UK travel red list...
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  • European/US equity futures diverge with US benchmarks under modest pressure ahead of US data
  • DXY is firmer with peers pressured across the board ex-NZD; core debt is subdued as short-lived consolidation fizzled out
  • US, UK and Australia agreed on a new security partnership for the Indo-Pacific region
  • UK ministers are to announce that vaccinated travelers will no longer be required to take a COVID test before entering...
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  • Asian equity markets traded mostly lower; US equity futures traded flat with a downside bias
  • In FX, the DXY was rangebound, USD/JPY was subdued, antipodeans traded indecisively
  • Crude prices held onto the prior session's gains
  • US, UK and Australia agreed on a new security partnership for the Indo-Pacific region
  • UK ministers are to announce that vaccinated travellers will no longer be required to take a COVID test...
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  • Equities are contained though Europe has a slight downside bias while US futures are bid, ES +0.3%
  • In FX, the DXY is subdued and sub 92.50, peers firmer across the board and JPY leading the charge
  • Chinese Industrial Production and Retail Sales data missed expectations
  • South Korean military stated that North Korea fired two ballistic missiles; though, the US assess that there is no immediate threat
  • Microsoft (MSFT)...
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  • Asia-Pac stocks mostly followed suit to the losses on Wall St where cyclicals underperformed, and financials were hit
  • Eurozone and US equity futures traded with a mild upside bias overnight; FTSE 100 futures lagged
  • In FX, the DXY was steady, EUR/USD was rangebound, AUD/USD saw mild gains and USD/JPY was lacklustre
  • Chinese Industrial Production and Retail Sales data missed expectations
  • South Korean military stated...
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  • European bourse trade mixed after an initial foray lower as China-losses accelerated into the APAC close
  • US equity futures are flat/contained in the run-up to CPI, with the NQ narrowly lagging
  • In FX, the DXY is softer but straddling 92.50 while peers are mixed and AUD lags post-Lowe
  • RBA Governor Lowe said it is difficult to understand markets pricing of hikes in 2022 and 2023
  • UK ministers are said to be mulling axing...
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  • Asia-Pac stocks eventually followed suit to the mostly positive handover from the US; US equity futures traded with mild gains overnight
  • In FX, DXY remained lacklustre, EUR/USD and GBP/USD were little changed, USD/JPY held onto 110.00 and AUD was pressured
  • RBA Governor Lowe said it is difficult to understand markets pricing in of hikes in 2022 and 2023
  • UK ministers are said to be mulling axing pre-departure COVID tests to “low risk”...
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  • Risk sentiment turned constructive shrugging off a mixed APAC handover, Euro Stoxx 50 +0.6%, ES +0.5%
  • USD is firmer, though G10 peers are mixed as antipodeans outperform while safe-havens lag
  • Global Times Editor warned Taiwan of "full scale" sanctions and military patrols following the proposal to rename Taiwan’s US office
  • North Korea test fired long-range missiles on Saturday and Sunday which allegedly hit targets 1,500km...
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  • MON: Norwegian Elections; OPEC MOMR
  • TUE: UK Jobs Report (Jul); US CPI (Aug); IEA OMR
  • WED: UK Inflation (Aug); EZ Industrial Production (Jul); US NY Fed Manufacturing (Aug); Canadian CPI (Aug); New Zealand GDP (Q2)
  • THU: Australian Labour Force (Aug); US Philly Fed (Sep) and Retail Sales (Aug)
  • FRI: UK Retail Sales (Aug); EZ CPI Final (Aug); US University of Michigan Survey Prelim....
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  • Asia-Pac stocks began the week cautiously; US equity futures faded their earlier mild gains
  • In FX, the DXY was steady, EUR/USD and GBP/USD were subdued and USD/JPY traded choppy
  • Global Times Editor warned Taiwan of "full scale" sanctions and military patrols following the proposal to rename Taiwan’s US office
  • North Korea test fired long-range missiles on Saturday and Sunday which allegedly hit targets 1,500km away
  • UK...
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  • European equities (Stoxx 600 +0.3%) trade on a marginally firmer footing with the Stoxx 600 attempting to recoup some of the week's losses
  • US equity futures are modestly firmer across the board with mild outperformance in the RTY
  • US President Biden and Chinese President Xi had a broad and strategic discussion
  • Senate Democrats are floating plans to impose taxes on share buybacks and tightening rules around business partnerships, according to...
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  • Asian stocks approached the weekend with a brightened mood as the region nursed recent losses
  • Gains overnight were in contrast to a soft US close with the S&P 500 down just shy of 1% for the week
  • US President Biden and Chinese President Xi spoke for the first time in seven months
  • The White House stated that the leaders "discussed the responsibility of both nations to ensure competition does not veer into...
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  • Eurozone bourses have rebounded off worst levels but remain softer overall; US equity futures have recouped most of the earlier losses
  • Fed's Bostic noted that recent data and the resurgence of COVID call for more time before a decision on reducing stimulus for the economy
  • Chinese inflation data showed softer than expected consumer prices but firmer factory gate prices
  • China is to allow Evergrande (3333 HK) to reset debt terms to ease its...
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  • Asia-Pac stock markets were mostly negative as the downbeat mood rolled over from the US and Europe
  • Chinese inflation data showed softer than expected consumer prices but firmer factory gate prices
  • BoE Governor Bailey stated that the MPC was split as to whether minimum necessary conditions were met to raise interest rates
  • In FX, the DXY heads into the European session with modest gains, EUR/USD holds on to 1.18 ahead of...
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  • Bourses in Europe saw losses intensify shortly after the cash open; US equity futures followed suit but have since regained composure
  • In FX, the DXY sits further above 92.50, EUR/USD and GBP/USD trade on 1.18 and 1.37 handles respectively
  • Fed's Bullard (2022 voter) said the Fed should proceed with tapering despite the weak US jobs data
  • US Democrat Senator Manchin privately warned he would only support as little as USD 1.0tln of Biden's...
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  • Asia-Pac equity markets followed suit from the lacklustre performance in the US
  • Sentiment stateside was subdued on return from Labor Day with weakness seen in cyclicals
  • In FX, the DXY sits above 92.50, EUR/USD and GBP/USD trade on 1.18 and 1.37 handles respectively
  • US Democrat Senator Manchin privately warned he would only support as little as USD 1.0tln of Biden's spending plans
  • Looking ahead, highlights include EIA...
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  • Bourses in Europe have retained the uninspiring price action seen at the cash open (Euro Stoxx 50 -0.1%; Stoxx 600 -0.1%)
  • In FX, DXY remains on the front foot to the detriment of G10 peers; USD/JPY eyes 110.00 to the upside while GBP/USD probes 1.3800
  • Crude prices have extended their declines as US player enter the fray from the long weekend; WTI futures did not settle yesterday
  • The RBA announced it is to proceed with tapering whilst also...
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  • Asia-Pac stocks traded cautiously as the region struggled for direction post-US market closures
  • The RBA announced it is to proceed with tapering whilst also extending the period to at least February from mid-November
  • Chinese trade data topped estimates in USD terms with a 25.6% Y/Y jump in exports
  • The Nikkei 225 briefly reclaimed 30k to the upside amid the upcoming leadership transition
  • The DXY is contained in the...
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  • MON: EZ Sentix Index (Sep), US Labour Day, US Unemployment Benefits end
  • TUE: RBA Policy Decision; German ZEW Survey (Sep); EZ GDP R (Q2); Chinese Trade Balance (Aug)
  • WED: BoC Policy Decision; Japanese GDP R (Q2); EIA STEO
  • THU: ECB Policy Decision; Chinese Inflation (Aug); German Trade Balance (Jul)
  • FRI: CBR Policy Decision; German CPI Final (Aug); UK GDP Estimate (Jul); US PPI (Aug); Canadian Labour Market...
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  • Asia-Pac stocks were mostly positive but with gains somewhat limited post-NFP
  • Nikkei 225 (+1.8%) continued the outperformance that was spurred by the approaching leadership change in Japan
  • US equity futures were contained amid the Labor Day holiday
  • In FX, the DXY has attempted to claw back recent losses. EUR/USD has been unable to hold onto 1.19 status
  • UK PM Johnson is facing a tough battle to persuade the...
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