Market-Moving Headlines.

Taiwan    Advantech (2395 TT) - Co. Q2 revenue rose 46% Y/Y to TWD 26.13bln, while H1 revenue grew 32.18% Y/Y to TWD 46.51bln. (Taipei Times)  E&R Engineering (8027 TT) - Co. said revenue this year would grow at least 20%, benefiting from strong demand from customers in China...

T-notes sold as Amazon (AMZN) enters the market and as oil rises on renewed Hormuz tensions and as the US revokes Iran's license to sell oil. At settlement, 2-year +5.4bps at 4.166%, 3-year +5.6bps at 4.190%, 5-year +5.6bps at 4.260%, 7-year +5.8bps at 4.390%, 10-year +6.2bps at ...

Futures07:33ET/12:33BST: 24.0k 5-Year T-Note Futures (ZFU6) at 106-297 Spread13:18EDT/18:18BST: 31.5k 2-Year T-Note Futures (ZTU6) at 103-015 vs 7.6k Ultra U.S. Treasury Bond Futures (UBU6) at 113-240

Auction History Tail: (prev. 0.3bps, six-auction average 0.1bps) High Yield: (prev. 4.192%, six-auction average 3.793%) B/C: (prev. 2.64x, six-auction average 2.61x) Dealer: (prev. 15.3%, six-auction average 15.0%) Direct: (prev. 21.0%, six-auction average 22.5%) Indirect: (prev....

Stocks have opened mixed on Tuesday, with notable pressure in the Nasdaq after Samsung's preliminary Q2 results disappointed lofty expectations, raising concerns that expectations had become stretched following the recent rally in memory stocks. Adding to the downside were report...

DAY AHEAD: BROKER MOVES: META upgraded at Erste; TFC downgraded at UBS. For the full list, click here. MAJOR MORNING MOVES RECAP: Samsung Electronics, NVDA/DeepSeek, FISV, RIVN, CRNX, FSLR. For the full list, click here. US DAILY CONFERENCE CALENDAR: BLK. For the full list, cl...

EUROPEAN OPEN: European equities start Tuesday trade mixed. Overnight, APAC stocks fell as tech stocks retreated on profit-taking after Samsung’s prelim figures, triggering temporary halts on the KOSPI, while geopolitical tensions flared after an tanker was struck near the Omani...

IndiaCochin Shipyard (COCHIN IS) - India's Department of Investment and Public Asset Management announced that the Government is to sell up to 5.04% stake in the Co. via an offer for sale. (X)Jubilant FoodWorks (JUBI IS) - Co. reports Q1 consolidated revenue growth of 14.1% Y/Y, ...

ChinaCK Hutchison (0001 HK) - Co. confirms that it is initiating the required information and consultation processes in connection with a contemplated change in ownership of Marionnaud. (CK Hutchison)Great Wall Motor (2333 HK) - Co. has agreed on a new framework with Autoliv (ALV...

TaiwanAccton Technology (2345 TT) - Co. reports June revenue of YWD 39.55bln (prev. 24.54bln Y/Y). (Accton Technology)Apacer Technology (8271 TT) - Co. reports June revenue of TWD 2.91bln (prev. 0.97bln Y/Y). (Apacer Technology)Ennoconn (6414 TT) - Co. posted record sales for las...

AustraliaA2 Milk (A2M AT) - Co. says that China label infant milk formula sales are down by c. 14% due to supply chain issues, however all other product categories are significantly up. FY26 results to be in line with, or slightly above, April's guidance. (A2 Milk)Bellevue Gold (...

T-notes little changed on return from Independence Day weekend ahead of supply and FOMC minutes. At settlement, 2-year -1.9bps at 4.118%, 3-year -2.3bps at 4.140%, 5-year -2.8bps at 4.204%, 7-year -2.1bps at 4.332%, 10-year -1.2bps at 4.473%, 20-year -0.2bps at 4.986%, 30-year +0...

Data: German Industrial Production (May), French Trade Balance (May), US ADP Employment Change Weekly, Trade Balance (May), New York Fed SCE (Jun), Atlanta Fed GDP (Q2), Canadian Trade Balance (May), Ivey PMI (Jun) Events: EIA STEO (Jul); NATO Ankara Summit Speakers: BoE's Mann...

16:00BST/11:00EDT: Fed’s Waller (voter, hawk) will participate on a policy panel. Speaking in May ahead of Fed Chair Warsh’s first policy meeting in June, Waller said the Fed should remove its easing bias from the policy statement, and described any near-term rate cuts as "crazy"...