Podcasts about Boe

APAC stocks were mostly higher with sentiment underpinned following NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares rose 4.9% after hours following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.FOMC Minutes stated participants agreed they were well positioned to wait for more clarity on the outlook.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.7% on Wednesday.Looking ahead, highlights include Spanish Retail Sales, Italian Industrial Sales, US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from Italy & US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.DXY firmer & havens broadly lag given the risk tone; USTs/XAU both in the red.Looking ahead, Highlights include US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from the US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses opened mixed but now in the red, US futures also lower ahead of NVIDIA results.USD is fractionally extending on Tuesday's upside, Kiwi leads after RBNZ delivers a hawkish cut.40yr JGB auction weighs, awaiting US supply & FOMC Minutes.Energy markets await JMMC/OPEC+; Metals tread water.US President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are considering the offer!".Looking ahead, US Richmond Fed Index, FOMC Minutes, OPEC+/JMMC, Speakers including BoE's Pill, Supply from the US, Earnings from NVIDIA, Salesforce, Abercrombie & Macy's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks mostly higher following the Wall St. strength, futures since off best awaiting NVIDIA earningsUS President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are considering the offer!"DXY continues to pick up, EUR/USD tests 1.13 to the downside & Cable lost 1.35, JPY choppyRBNZ cut as expected, but refrained from overtly dovish languageJGBs came under pressure after a somewhat mixed 40yr auction, USTs & EGBs also softCrude marginally firmer ahead of OPEC, gold indecisive, base peers lacklustreLooking ahead, highlights include German Unemployment Rate, ECB SCE, US Richmond Fed Index, FOMC Minutes, OPEC+/JMMC, Speakers including Fed's Williams, Kashkari & BoE's Pill, Supply from UK, Germany & US, Earnings from NVIDIA, Salesforce, Abercrombie & Macy's.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly in the green albeit with gains in the region capped following the indecisive performance stateside.US President Trump and Chinese President Xi have not spoken since the Geneva agreement, according to CNN.US President Trump is pushing the EU to cut tariffs or face extra duties with US negotiators to tell Brussels they expect unilateral concessions, according to FT.European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with losses of 0.6% on Thursday.Looking ahead, highlights include German GDP, UK Retail Sales, EZ Negotiated Wage Rates, Canadian Retail Sales, Speakers including ECB's Lane & Schnabel, BoE's Pill, Fed's Musalem & Cook.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump is pushing the EU to cut tariffs or face extra duties with US negotiators to tell Brussels they expect unilateral concessions, according to FT.European and US equity futures are trading mixed and generally reside on either side of the unchanged mark.USD shunned once again after Thursday's attempted bounce; JPY benefits from hot core inflation data overnight; GBP little moved to firmer-than-expected Retail Sales.Bonds are higher as USTs look to claw back recent losses; some downside in Bunds following German GDP but proved fleeting.Crude remains subdued whilst metals benefit from the softer Dollar ahead of US-Iran talks at 12:00 BST / 07:00 EDT.Looking ahead, Canadian Retail Sales, Speakers including ECB's Schnabel, BoE's Pill, Fed's Musalem & Cook.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were on the back foot following the sell-off on Wall St where stocks, treasuries and the dollar were pressured amid deficit concerns and a weak 20-year auction.US President Trump said he was feeling very good about the bill in Congress; US House Speaker Johnson said on Wednesday that they were yet to decide on a vote on the tax bill that night or on Thursday but added that the Trump tax bill is moving forward.Bitcoin extended on gains and printed a fresh all-time high of above the USD 111k level; Texas House approved the bill to create a Bitcoin reserve.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.8% after the cash market closed flat on Wednesday.Looking ahead, highlights include EZ, UK, US Flash PMIs, German Ifo, US Jobless Claims, Canadian Producer Prices, NZ Retail Sales, ECB Minutes, Speakers including RBA's Hauser, BoE's Breeden, Dhingra & Pill, ECB's Elderson & de Guindos, BoC's Gravelle, Fed's Barkin & Williams, Supply from Spain, France & US.Earnings from BT, British Land, easyJet, QinetiQ, Tate & Lyle, ConvaTec, Intertek, Generali, PKN Orlen, Allegro, Julius Baer, Galenica, Autodesk, Ross & Analog Devices.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump's Tax/Spending bill is currently being debated in the US House (passed the Rules Committee overnight), the debate has formally hit the two-hour minimum as of the time of publication; vote time TBC.European stocks trade lower following the Wall Street and APAC losses; US equity futures attempt to recover recent losses.USD mixed vs. peers, EUR and GBP digest PMI metrics, JPY narrowly leads.USTs a little firmer finding some reprieve following 20yr weakness, Bunds choppy following EZ PMIs.Crude pressured amid reports of further OPEC+ output hikes, Spot gold a little lower.Bitcoin extended on gains and printed a fresh all-time high of above the USD 111k level; Texas House approved the bill to create a Bitcoin reserve.Looking ahead, US Flash PMIs, Jobless Claims, Canadian Producer Prices, NZ Retail Sales, ECB Minutes. Speakers including RBA's Hauser, BoE's Breeden, Dhingra & Pill, ECB's Elderson & de Guindos, BoC's Gravelle, Fed's Barkin & Williams, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were marginally higher as the region took impetus from the rebound stateside; S&P 500 and Dow notched six-day win streaksEuropean equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.5% after the cash market closed flat on Monday.FX markets are broadly steady. AUD lags after the RBA delivered a 25bps cut and cut its inflation outlook.US President Trump stated that Russia and Ukraine are to immediately begin negotiations on a ceasefire and an end to the war.US House Speaker Johnson said they are almost there on the tax bill and he is very confident they will get it done.Looking ahead, highlights include German Producer Prices, Canadian Inflation, EZ Consumer Confidence, NZ Trade, G7 Finance Ministers Meeting, RBA's Bullock, BoE's Pill, ECB's Cipollone, Nagel, Fed's Bostic, Barkin, Collins, Musalem, Kugler, Daly & Hammack, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today on MetroNews This Morning: --WVU President Gordon Gee delivers his final commencement address--School systems and the state BOE ask Governor and lawmakers to address concerns over PEIA--Times are changing and creating challenges for emergency ambulance work--In Sports: WVU claims the Big XII title in baseball, but need a reset going into the Big XII tourney after getting swept 

The ASX 200 wilted slightly from 8400, to close up only 46 points at 8344, touching a 3-month high. Today, it was all about resources as BHP, RIO, and FMG rallied. The gold sector, too, was back in demand, with GMD up 4.4% and NEM rising 3.6% after a bruising week. LYC bounced too much 2.7% with LTR continuing to find friends and shorts covering. Up another 3.2%. In oil and gas, WDS unchanged and STO rose 0.5%, with uranium stocks giving back some recent gains, PDN down 8.0%, and BOE off 7.2%. Banks took a breather with NAB pushing higher again, CBA off slightly, and MQG fell 1.5% with IAG down 2.8%. The Big Bank Basket $267.18 (+0.1%) Financials were stronger, PNI up 2.8% and IFL rising 1.2%.  ZIP is up another 2.4%. REITs also benefitted from lower yields and pushed higher, GMG up 2.9% and SCG rising 2.5%.  Healthcare was better as CSL rose 1.4% with industrials a slight green tinge. TCL is up 0.9%, and QAN is doing well, Retail is, too, ahead of RBA next week. Tech slipped, XRO was down 1.1%, and WTC was off 2.2%. The All-Tech Index is down 0.1%. In corporate news, APX jumped 18.7% on an update at the AGM, NWH shrugged off Valhalla news, and DXS went down 1.1% after APAC moved on breach of contracts.  Nothing locally on the economic front, Japanese GDP fell slightly, and China and HK went down 0.6%. 10-year yields down to 4.45%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

European equities are subdued awaiting US data and Fed Chair Powell; US equity futures also tilt lower (ES -0.6%).DXY is subdued and contained whilst havens seen some inflows amid the broader risk tone.Fixed income benchmarks trade slightly firmer into US data and Fed Chair Powell's speech. Crude futures are curtailed by Trump suggesting the US is getting close to a deal with Iran, while metals await data & Powell.Looking ahead, highlights include US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECBʼs de Guindos; Fed Chair Powell & Barr, BoEʼs Dhingra. Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were predominantly lower following the mixed handover from Wall St, where the major indices were somewhat choppy and small caps underperformed as yields edged higher.US equity futures were lacklustre with participants awaiting comments from Fed Chair Powell and a slew of US data releases.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market finished with losses of 0.2% on Wednesday.Iran is ready to sign an agreement with certain conditions in exchange for the lifting of sanctions and would commit to never making nuclear weapons, as well as getting rid of its stockpiles of highly enriched uranium, according to a top advisor to the Supreme Leader cited by NBC News.Russian President Putin was not on a list of negotiators the Kremlin published for talks with Ukraine in Istanbul on Thursday.Looking ahead, highlights include German Wholesale Price Index, UK GDP, EZ Employment & GDP, US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECB's Cipollone, Elderson & de Guindos, Fed Chair Powell & Barr, BoE's Dhingra, Supply from US.Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere, Deutsche Telekom, Siemens, Allianz, Merck, Thyssenkrupp, RWE, Siemens, National Grid, United Utilities & Richemont.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

White House economic adviser Hassett said the administration has more than 20-25 deals on the table with deals close to being finalised and when President Trump returns, he will announce the next deal, according to a Fox interview.US President Trump said his relationship with China is good and he could see himself dealing with Chinese President Xi on a deal, according to a Fox News interview.US President Trump said the market will go higher and it is amazing what a climbing market will do.APAC stocks traded somewhat mixed but with the region predominantly in the green following the momentum from the constructive performance on Wall St.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.4% on Tuesday.Looking ahead, highlights include German/Spanish CPI (Final), OPEC MOMR, Speakers include BoE's Breeden, ECB's Cipollone, Fed's Waller, Jefferson & Daly, Supply from UK & Germany, Earnings from Cisco Systems, CoreWeave, Alcon, Imperial Brands, Burberry, Daimler Truck, Brenntag & Por.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mostly higher following the rally on Wall St owing to the US-China trade war de-escalation after both sides agreed to cut tariffs by 115ppts for an initial period of 90 days, although some of the gains were capped as the euphoria began to moderate.White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.DXY took a breather and gave back some of yesterday's firm gains; 10yr UST futures traded rangebound after recently suffering from a lack of haven appealEuropean equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with gains of 1.6% on Monday.Looking ahead, highlights include UK Jobs, German ZEW, US CPI, Speakers include US President Trump, BoE's Pill, Bailey & ECB's Rehn, Supply from Netherlands, UK, Italy & Germany, Earnings from JD.Com, Intuitive Machines, On, Munich Re, Hannover Re, Bayer, K+S, Leg, Ferrovial & A2A.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.European bourses are modestly firmer while US futures dip into the red. Focus this morning has been on Bloomberg reporting, which suggests China is to lift its ban on Boeing deliveries after the US-China tariff pause.DXY takes a breather to the benefit of other G10s; Antipodeans lead.EGBs and Gilts hit marginal new WTD lows, USTs await CPI & Trump.A subdued Dollar provides some modest strength for XAU/base metals.Looking ahead, US CPI, Speakers including BoE's Bailey & ECB's Rehn.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Star of Taskmaster and double Edinburgh Award winner, John Kearns joins the boys at Jokes Podcast HQ. They chat about behind the scenes gossip of his and Adam Riches acclaimed show, Ball & Boe, inside information about the Jokes Podcast studio & of course, jokes.Watch Mark's Comedy Special on YouTube for free - Watch HereGet tickets to Mark's new tour (with Danny) here - Tap To BookPrevious guests include Milton Jones, Sarah Millican, Rob Beckett, Penn & Teller, Ed Byrne, Gary Delaney, Seann Walsh, Jeff Innocent & many more... Hosted on Acast. See acast.com/privacy for more information.

US President Trump said there was a very good meeting with China on Saturday, and many things were discussed and much agreed to, while he stated a total reset was negotiated in a friendly but constructive manner.USTR Greer said differences are not as great as previously thought, and Treasury Secretary Bessent said he looks forward to sharing details on Monday morning.Chinese Vice Premier He Lifeng said trade talks were constructive, and they made substantive progress, while both sides reached an important consensus and agreed to establish a China-US trade consultation mechanism with a joint statement to be issued on May 12th.US President Tump said he will sign an executive order on Monday at 09:00EDT with prescription drug and pharmaceutical prices to be reduced almost immediately by 30%-80% and the US is to pay the same price as the nation that pays the lowest price anywhere in the world."Ukraine and European leaders said they agreed to an unconditional 30-day ceasefire on sea, land and air starting on May 12th and peace negotiations will start in that period if there is a ceasefire, while they said if Russia fails to comply, they will respond with massive sanctions and increased military aid.APAC stocks began the week with mild gains amid hopes related to a US-China trade deal after substantive progress was said to have been made during talks in Switzerland over the weekend, but with gains capped given a lack of details announced so far and with the sides to provide a joint statement later today.US equity futures gapped higher; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.9% after the cash market closed with gains of 0.4% on Friday.Looking ahead, highlights include US Federal Budget, Speakers including ECB's Schnabel, BoE's Lombardelli, Greene, Mann, Taylor & Fed's Kugler, Earnings from Grifols, Almirall & Evonik.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US and China agree to bring down reciprocal tariffs by 115ppts for 90 days, sparking immediate risk on price action; DXY, ES, Crude bid; XAU & Fixed hit.US President Trump said he will sign an executive order on Monday at 09:00EDT with prescription drug and pharmaceutical prices to be reduced almost immediately by 30%-80% and the US is to pay the same price as the nation that pays the lowest price anywhere in the world."Ukraine and European leaders said they agreed to an unconditional 30-day ceasefire on sea, land and air starting on May 12th and peace negotiations will start in that period if there is a ceasefire, while they said if Russia fails to comply, they will respond with massive sanctions and increased military aid.Stocks surge on US-Sino joint announcement, but pharmaceuticals hit by Trump.DXY and CNY surge on US-China trade; haven assets such as Bonds/JPY are in the red.Industrial commodities boosted by US-China updates; Spot gold slumps amid haven outflowLooking ahead, US Federal Budget, Speakers including BoE's Greene, Mann, Taylor & Fed's Kugler.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Former hardcore hawk, the Bank of England pulled ahead of the Federal Reserve by rejoining the global race to the bottom. And it did so with what is being called a weird three-way split. The split was neither weird nor much of one. Instead what BoE did - and why - has already shown up here in the US. The latest confirmation comes from the Fed's very own data where job fears have exploded for the same reason(s) BoE is acting. Eurodollar University's Money & Macro AnalysisBank of England MPR May 2025https://www.bankofengland.co.uk/monetary-policy-report/2025/may-2025FOMC Chair May 2025 press conferencehttps://www.youtube.com/watch?v=8oX4RCJJXAMhttps://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

US weighs a plan to slash China tariffs to as low as 50% from 145% as soon as next week, according to the New York Post citing sources. US President Trump said China tariffs can't get any higher than 145% and know it's coming down.US President Trump said, "Better go out and buy stocks now" and commented that the stock market will really rally now.US stocks closed off today's best levels amid reports that President Trump is pushing for a new top tax rate on the highest earners.APAC stocks traded with a positive bias as the region took impetus from the gains stateside, where sentiment was underpinned by trade optimism following the announcement of a UK-US trade agreement framework and President Trump's rhetoric regarding China tariffs.European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 1.1% on Thursday.Looking ahead, highlights include Canadian Jobs, Speakers including BoE's Bailey & Pill, Fed's Barr, Kugler, Perli, Williams, Goolsbee & Waller, Earnings from IAG, Rightmove, Bechtle & Commerzbank.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European stocks are firmer across the board, whilst US equity futures trade cautiously ahead of US-China talks on the weekend.USD recovery pauses for breath, JPY outperforms whilst the Kiwi lags a touch.Marked divergence as EGBs & Gilts react in full to trade updates. USTs await a barrage of Fed speak.Softer intraday Dollar keeps commodities afloat for now.Looking ahead, Canadian Jobs, Speakers including BoE's Pill, Fed's Barr, Kugler, Perli, Williams, Goolsbee & Waller.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Hoy hablamos de las reuniones de la FED y el BoE, la guerra arancelaria, la caída del precio del petróleo, el oro y el EUR y la guerra de India/Pakistán. Con Alexis Ortega, analista independiente.

Nossos sócios Gabriel Abelheira, Tomás Goulart e Sarah Campos debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, o Fed manteve a taxa de juros americana inalterada, como amplamente esperado, reforçando que não há urgência para definição dos próximos passos, que dependerão dos dados econômicos. Foram divulgados também dados de atividade (ISM de serviços), que subiram marginalmente no mês. No âmbito das tarifas, foi anunciado acordo entre EUA e Reino Unido. E lá, o BoE também se reuniu, reduzindo a taxa de juros em 0,25%, também conforme a expectativa. Por fim, foram divulgados dados de balança comercial da China, demonstrando exportações ainda firmes – apesar do recuo com os EUA, houve aumento de fluxo com outros países asiáticos, reforçando a hipótese de que esteja ocorrendo triangulação. ⁠ No Brasil, o Copom optou por elevar a taxa de juros em 0,50%, tornando o balanço de riscos para a inflação simétrico, mas com projeção para 2026 ainda elevada (3,6%). De dados econômicos, foi divulgado o IPCA, em linha com o esperado; e a produção industrial, demonstrando que a atividade segue sustentada. No âmbito político, o caso das fraudes do INSS segue repercutindo, podendo trazer impactos fiscais e de popularidade para o governo. Foram divulgados resultados corporativos, com destaque para os bancos, que foram bem recebidos pelos investidores. ⁠ Nos EUA, os juros abriram (vértice de 10 anos +7 bps), e as bolsas fecharam com variações menos relevantes – S&P 500 -0,47%, Nasdaq -0,20%, Russell 2000 +0,12%. No Brasil, os vértices mais curtos abriram (jan/26 +11 bps), enquanto os mais longos fecharam (jan/31 -29 bps); o Ibovespa subiu 1,02% e o real ficou estável. ⁠ ⁠⁠⁠⁠⁠Na próxima semana será importante acompanhar a divulgação da ata do Copom, dados de atividade aqui (PMS e PMC) e nos EUA (vendas no varejo), dados de inflação nos EUA, e possíveis negociações entre China e EUA. ⁠ ⁠Não deixe de conferir!⁠

Hoy hablamos de las reuniones de la FED y el BoE, la guerra arancelaria, la caída del precio del petróleo, el oro y el EUR y la guerra de India/Pakistán. Con Alexis Ortega, analista independiente.

The UK and U.S. may potentially unveil a major trade deal as soon as this afternoon. President Trump has teased that an announcement is due at 3PM BST. The U.S. Federal Reserve has held rates steady once again, citing increased economic uncertainty ahead. Meanwhile, in the UK, the BoE is set to slash rates for a second time this year with more moves expected over the summer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fed kept rates unchanged; noted that risks to the economic outlook increased further and risks to both sides of the mandate have risen.President Trump said he is unwilling to lower tariffs to get China to the table; also reported that Trump is to rescind global chip curbs.APAC stocks were mostly higher following the mildly positive handover from Wall St; European stocks are set to open higher.DXY is steady with the USD mixed vs. peers, antipodeans lead, GBP underpinned by an expected trade deal with the US (to be announced today).Looking ahead, highlights include German Trade Balance, US Jobless Claims, Wholesale Sales & NY Fed SCE, BoE, Norges & Riksbank Policy Announcements, BoE DMP, BoE's Bailey & BoC's Macklem, Supply from Spain & US.Earnings from Coinbase, Cloudflare, Draftkings, Affirm, Shopify, ConocoPhillips, Warner Bros Discovery, Zealand Pharma, Maersk, Henkel, Lanxess, Rheinmetall, Infineon, Heidelberg Materials, Siemens Energy Leonardo, Mediobanca, Prysmian, Poste Italiane, Enel & BMPS.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Equities complex broadly positive in anticipation of US President Trump's deal announcement; NQ +1.3%.DXY back above 100, EUR/USD slips onto a 1.12 handle, GBP eyes UK-US trade deal and BoE.Gilts edge higher into the BoE and Trump's announcement, USTs & Bunds slip slightly.USD pickup weighs on gold whilst crude remains focused on geopolitical developments.Looking ahead, US Jobless Claims, Wholesale Sales & NY Fed SCE, BoE Policy Announcement, BoE DMP, BoE's Bailey & BoC's Macklem, Supply from the US. Earnings from Coinbase, Cloudflare, Draftkings, Affirm, Shopify, ConocoPhillips, Warner Bros Discovery.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

#560 One Ball and Boe - Richard is sad to note the death of a man who has fuelled and spoiled his erotic fantasies. His guest John Kearns, has finally been allowed into the Leicester Square Theatre on the fifth or sixth time on the pod - it's the thoughtful and measured John Kearns. In a return to endless old-school RHLSTPs it's a sprawling pod, covering very old tortoises, Raymond Briggs, Rich's dad giving a talk at the BFI, the effects of the Taskmaster bounce (or plunge in Rich's case), rumours about Top Coppers and much more. Too much more. Gloriously too much more.See RHLSTP at the Edinburgh Fringe https://www.edfringe.com/tickets/whats-on/richard-herring-rhlstpSee Richard's tour http://richardherring.com/ballback/tourSee RHLSTP live http://richardherring.com/rhlstpSUPPORT THE SHOW!Watch our TWITCH CHANNELSee extra content at our WEBSITE Become a member at https://plus.acast.com/s/rhlstp. Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses the Trump effect on US GDP growth and on recent election outcomes in Canada, Australia and Singapore. The flight to safety by voters and investors have favoured familiar incumbents and driven capital flows into gold, European equities and Chinese stocks. Markets are likely to remain in wait-and-see mode as investors await the FOMC rate decision on 7 May and the BoE decision a day later. The age-old adage to ‘Sell in May and go away' could prompt some risk-averse investors to reconsider their stock positions. Historical evidence supports outperformance in the November-April time period, albeit 68% of the time.

APAC stocks were mostly higher but with gains capped following disappointing Chinese Caixin Services PMI.European equity futures indicate a slightly lower open with Euro Stoxx 50 future down 0.1% after the cash market finished flat on Monday.DXY failed to hold above the 100 mark, EUR/USD sits on a 1.13 handle, USD/JPY was unable to maintain its footing above 144.Crude futures have clawed back nearly all the losses seen in reaction to the weekend's OPEC+ output hike.Looking ahead, highlights include EZ PMI (Final), US International Trade, Canadian Exports/Imports, NZ HLFS Unemployment Rate, EIA STEO, BoE's Breeden, Supply from Germany & US.Earnings from AMD, Supermicro, Rivian, Tempus AI, Celsius, Datadog, Constellation Energy, Fresenius Medical Care, Zalando, Continental, UniCredit, Intesa Sanpaolo & Ferrari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sentiment in the equities complex hit after HKMA said it has been lowering its duration in US treasury holdings; the exchange fund has been diversifying into non-US assets; ES -0.7%, NQ -1%.Germany's CDU leader Merz fails to be elected as Chancellor, a decision which has sparked pressure in European bourses leading to underperformance in the DAX 40.USD on the backfoot, JPY leads the majors, EUR upside stalled in reaction to Merz updates.Bunds boosted on Merz, though the move has since pared, Gilts underperform.Crude and gold remain firm amid escalating geopolitics.Looking ahead, US International Trade, Canadian Exports/Imports, NZ HLFS Unemployment Rate, EIA STEO, Comments from BoE's Breeden, Supply from the US. Earnings from AMD, Supermicro, Rivian, Tempus AI, Celsius, Datadog, Constellation Energy, UniCredit, Intesa Sanpaolo & Ferrari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

22 Febrero 2024 El peor incendio que se recuerde en la ciudad de Valencia 29 Octubre 2024 Las peores inundaciones por gota fría que se recuerdan en Valencia Incendio edificio Campanar 22 de febrero 2024 10 fallecidos 15 heridos graves 19 desaparecidos Dana con graves inundaciones 29 de octubre 2024 De momento 205 fallecidos Miles de desaparecidos, decenas de miles de desplazados Cientos de miles de afectados por daños en las infraestructuras hídricas, el tráfico ferroviario y las carreteras afectadas, entre ellas la A-3 y la A-7, que aún permanecen parcialmente cerradas debido a los daños. Un pequeño incendio se origina en el balcón del 8 piso a las 17:37. El cuartel del bomberos más cercano está a unos 500 m. Pero todo el recubrimiento de la fachada ventilada está creado con materiales ignífugos, no pueden hacer nada quemandose todo el edificio en 20 minutos. ¿Los bomberos ya tenían información de estos materiales de construcción? Evidentemente sí. ¿Se actuó correctamente indicando a las personas que se refugiaran en sus casas desde el primer momento? Algunas familias se salvaron desobedeciendo dichas órdenes. Todos conocemos el caso de la familia que se refugió en el baño. ¿De donde provinieron esas órdenes? Tengo un artículo llamado “el fuego en sus manos”. Miembros de la UME que llegaron desde Bétera unas 4 ó 5 horas más tarde del inicio del fuego miran impotentes el fuego. Ya habían unas 20 dotaciones de bomberos en el escenario según la prensa. El cuartel más cercano estaba a unos 500 metros. Recomiendo ver los carteles que el Ayuntamiento de Valencia eligió para representar las fallas del año que ocurrió el incendio en Campanar. Aparentemente no hay nada extraño, salvo las manos ardientes ¿verdad? El día “elegido” para el incendio de Campanar fue el 22 de febrero. ¿Que ocurrió que fuese significativo para ciertos grupos ese dia? Tenemos que el incendio se originó un día 22 que había una conjunción Venus-Marte y el día internacional de la masonería para celebrar el nacimiento de G. Washington un 22 de febrero de 1732. Como dice el autor de la novela Vuelo a 2085. Jugando a ser Dioses: «Ha sido un 22 02 202 2+2 22022022+2 con todo lo que representa el 2+2> 22 como figura espiritual de limpieza y elevación, que los malos utilizarían para todo lo contrario. La urbanización de edificios siniestrados estarían localizados en el NÚMERO 2 de la calle Rafael Alberti Poeta. El 2, de nuevo. Julián, el conserje, ha confirmado que el fuego se inició en la puerta 86 (2222 222) de la planta 8 (2222). El edificio se incendia en menos de 20(2) minutos, más rápido que una falla. Hasta la zona afectada acudieron 20 (2) dotaciones bomberos». La familia que murió eran Ramón y Marta (nombres bíblicos) con dos niños de 2 años y 2 meses…o sea, 2 padres con 2 niños de 2 y 2. Pero es que hay más relación con el 22. 22 de febrero….incendio Campanar 15 de marzo…planta de las fallas !!!22 días entre ambos eventos!!! Y ahora volvamos al cartel de fallas de 2024. Dos de los más importantes símbolos de la masonería están presentes, las columnas Jakin y Boaz y el arco real. Esta imagen dentro de la iconografía masónica es conocida como "la Cámara de los Secretos”. En primer lugar vemos las columnas de Jachin y Boaz. Estas columnas representan la dualidad, simbolizando lo masculino y lo femenino. Los triángulos también significan, el rojo fuego y el azul agua. Provienen de la tradición de los cuatro elementos en la filosofía griega antigua. Ahora vamos a irnos al otro evento trágico, un evento relacionado con el agua que ha ocurrido exactamente 250 días después del incendio de Campanar. Desde primeras horas se había señalado la zona en alerta roja, sin embargo no llovía y todos las personas acudieron a sus trabajos salvo algunos funcionarios e instituciones que no abrieron ese día. La lluvia ocurrió a decenas o cientos de kilómetros de las zonas más afectadas pero no hubo ningún aviso anterior a que venía una riada. Tan solo nos avisaron de que nos quedasemos en casa. Al igual que vimos el cartel de fallas, 10 días antes de la tragedia se realizó una manifestación contra el turismo, y en agosto se emitió en Netflix una tragedia que pasaba un 30-10 Publicado en el BOE de la Comunidad valenciana, hoy domingo está prohibido acercarse a las zonas afectadas. Viene el rey. Pero sigamos con la simbología. En hispanoamérica se celebra el 29 en honor al dios de la lluvia Tlácoc. Aqui tambien se ponian flotadores de aceite previo al día 1 de noviembre. Parking del centro comercial más grande de Valencia El Bonaire Hay unas 1.800 plazas subterráneas. El nivel de agua era de 3 metros ó más, una ratonera que pensábamos que arrojaría más víctimas sin duda. Todo fue una psyop. El culto a Isis en el antiguo Egipto estaba estrechamente ligado a la agricultura y a las crecidas anuales del río Nilo. Isis, considerada una diosa de la magia, la maternidad, la protección y la fertilidad, era central en la mitología egipcia. Se creía que sus poderes influían en las aguas del Nilo, cuya inundación anual era vital para fertilizar las tierras agrícolas de Egipto, permitiendo la subsistencia de la población. Las crecidas del Nilo se interpretaban como una bendición divina de Isis, quien, junto con su esposo Osiris, era vista como una fuente de regeneración y vida. Esta es Isis, con sus brazos desplegados y la estrella de 8 puntas que la representa. Esta estrella de 8 puntas que también es conocida como la rueda del año. Es un calendario usado en la Wicca y otras religiones neopaganas, fijemonos como ambas fechas 22 de febrero coincide con la celebración del Ostara y el 29 de octubre está muy cercano al 1 de noviembre con Samhain. No nos creamos que el culto a Isis y su estrella de 8 puntas se queda entre cuatro locos de alguna secta. Este es el frontispicio de la Catedral de palma de Mallorca. ¿Apreciais algo raro? Sí, hay está el Sol, fuego y la Luna, agua y en el centro la estrella de 8 puntas casi escondida. Por otro lado en dicha Catedral se produce el milagro del 8 dos veces al año, el 2 de febrero (festividad de la Virgen de la Candelaria) y el 11 de noviembre, día de San Martín, a partir de las 8.20 de la mañana. Hay otras formas de culto a Isis, como adoptar la forma de vasija (agua). Pero vamos a acabar ya. ¿Recordáis la imagen de esa diosa azul con su estrella de 8 puntas y los brazos abiertos simbolizando las alas de Isis? ¿Donde creeis que está? Si amigos, el centro comercial Bonaire se construyó en honor a la diosa Isis en el año 2000. Podíamos ver una enorme estrella de ocho puntas colgada del techo del hall principal por el que se accedía a los cines del centro comercial Bonaire en Valencia, aunque imagino que ninguno de vds se acordará. Allí también teníamos la figura de la diosa Ishtar sosteniendo una estrella de 8 puntas en su mano izquierda justo arriba del rótulo que daba nombre al centro comercial. Esto se desmontó en 2016, justo en 2 ciclos de 8 años. Aún mantienen una pequeña escultura de la diosa en una de las zonas técnicas del complejo que se puede ver a la derecha al salir por una pequeña entrada. 22 Febrero 2024 El peor incendio que se recuerde en la ciudad de Valencia 29 Octubre 2024 Las peores inundaciones por gota fría que se recuerdan en Valencia 250 días entre ambos eventos 3 ciclos completos de 8 años desde la construcción del centro comercial Bonaire. ¿Y por qué han pasado de denominar gota fría a los episodios de grandes lluvias que se suelen dar al final del verano en la zona del Mediterraneo? ¡Pues porque los rituales funcionan mejor si se destinan al dios indicado! La diosa Dana también llamada Ana / Anu o Danu / Dana es la divinidad celta de las aguas celestiales (la lluvia) y protectora de los ríos (el Danubio toma el nombre de esta diosa, por ejemplo). ………………………………………………………………………………………. Conductor del programa UTP Ramón Valero @tecn_preocupado Canal en Telegram @UnTecnicoPreocupado Un técnico Preocupado un FP2 IVOOX UTP http://cutt.ly/dzhhGrf BLOG http://cutt.ly/dzhh2LX Ayúdame desde mi Crowfunding aquí https://cutt.ly/W0DsPVq Invitados ………………………………………………………………………………………. Enlaces citados en el podcast: AYUDA A TRAVÉS DE LA COMPRA DE MIS LIBROS https://tecnicopreocupado.com/2024/11/16/ayuda-a-traves-de-la-compra-de-mis-libros/ ULTIMA HORA DANA Sólo el pueblo salva al pueblo. El rey Felipe, Letizia, Pedro Sanchez y Mazón. https://www.youtube.com/live/zUG3ps15NHk?feature=shared Simbología detrás del incendio de Campanar y la Dana de 2024 https://www.youtube.com/watch?v=0nmDpAAcDGw UTP285 La resurrección del borrego en Campanar https://www.ivoox.com/utp285-la-resurreccion-del-borrego-campanar-audios-mp3_rf_124982249_1.html VALENCIA. INCENDIOS, FACHADAS VENTILADAS Y BARRACONES https://tecnicopreocupado.com/2024/02/23/valencia-incendios-fachadas-ventiladas-y-barracones/ Hilo tecnico sobre el incendio https://twitter.com/tecn_preocupado/status/1760771644262428974 Fachadas Ventiladas y su problemática ante un incendio https://www.youtube.com/watch?v=TACPtl_56F4 Hilo conspiranoico sobre el incendio https://twitter.com/tecn_preocupado/status/1760771644262428974 COLOSO EN LLAMAS -Valencia https://foroconspiracion.com/threads/coloso-en-llamas-valencia.212/#post-1303 "Estamos encerrados en el baño porque no nos han dejado salir" https://www.levante-emv.com/comunitat-valenciana/2024/02/23/familia-muerta-encerrados-bano-incendio-campanar-98588789.html El incendio de Valencia se originó en un piso del edificio que estaba vacío https://www.abc.es/espana/comunidad-valenciana/incendio-valencia-origino-piso-edificio-vacio-20240223110334-nt.html El incendio comenzó en el octavo piso y se desconocen las causas https://www.levante-emv.com/valencia/2024/02/22/incendio-valencia-campanar-empezo-octavo-piso-98527464.html El Borrego vuelve a casa https://www.lasprovincias.es/comunitat/borrego-vuelve-casa-20240221180106-nt.html?_tcode=aXVjNDUy Los investigadores del Windsor desembarcan en la finca de Campanar https://www.lasprovincias.es/sucesos/investigadores-windsor-desembarcan-finca-campanar-20240225002455-nt.html No había toldo en la casa 86 https://twitter.com/t0d0_4_IOO/status/1762220234860024146 Mas mudras sospechosos https://twitter.com/tecn_preocupado/status/1762531379135336546 UTP326 La verdadera zona cero fue Chiva https://www.ivoox.com/utp326-la-verdadera-zona-cero-fue-chiva-audios-mp3_rf_135759425_1.html Cañas y barro https://www.ivoox.com/canas-barro-audios-mp3_rf_135728929_1.html UTP323 Inundación en Valencia. Sólo el pueblo salva al pueblo https://www.ivoox.com/utp323-inundacion-valencia-solo-pueblo-salva-audios-mp3_rf_135580193_1.html UTP324 Impidamos el miedo a la epidemia en Valencia https://www.ivoox.com/utp324-impidamos-miedo-a-epidemia-en-audios-mp3_rf_135598530_1.html ………………………………………………………………………………………. Música utilizada en este podcast: Tema inicial Heros Epílogo Psycho Ragazzo - Alcem-se https://youtu.be/XXDjehUDxcI?feature=shared

After a stronger than expected US jobs report and increased speculation of an easing in trade tensions, Derek Halpenny. Head of Research Global Markets EMEA and International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss Corporate FX Sales to discuss financial market conditions and the renewed depreciation of the US dollar. Derek also looks to next week and discusses the FOMC and BoE meetings and the fallout for the yen following the BoJ meeting this week.

Este jueves 1 de mayo entra en vigor en el BOE la nueva medida aprobada por el Gobierno, según la cual todo aquel bebé que nazca por gestación subrogada en el extranjero no podrá inscribirse en los consulados. Además, todos los procesos que hayan quedado pendientes se suspenderán.En el informativo de 'Las Mañanas de RNE' con Josep Cuní hablamos y analizamos esta nueva instrucción con Silvia Giménez-Salinas Colomer, abogada especializada en Derecho de familia e infancia, resaltata que: "pagar por gestar atenta contra la dignidad humana"."La gestación subrogada, si tiene un elemento biológico, podrá ser revalidada en cuanto al reconocimiento paterno", aclara la abogada. Sin embargo, si hay algo que destaca es que la filiación en nuestro país solo se determina por un sistema: "por naturaleza, con un vínculo biológico, o por adopción". Salinas también explica cómo debe actuar una persona que se encuentra, en estos momentos, en pleno trámite. "Si el bebé ya ha nacido, no lo van a inscribir directamente. Puedes traerlo a España, reconocer la filiación paterna si hay un elemento biológico y, posteriormente, podrá ser adoptado por tu pareja", pero en el caso de que no se encuentre ningún elemento biológico se podrá registrar "en régimen de acogida o iniciar un proceso de adopción".Escuchar audio

US President Trump said he is going to make a fair deal with China on trade; predicts that China will eat the tariffs.APAC stocks failed to sustain the positive handover from Wall St and traded mixed; Chinese official PMIs disappointed.European equity futures indicate a contained cash market open with Euro Stoxx 50 future flat after the cash market closed with losses of 0.2% on Tuesday.DXY is a touch higher and building on yesterday's slight gains, EUR/USD is back on a 1.13 handle, AUD leads post-CPI.Looking ahead, highlights include French GDP, German Import Prices, Retail Sales, Unemployment Rate, GDP, CPI, Italian GDP, CPI, EZ GDP, US ADP, GDP, PCE (Q1 & for March), ECI, BoC Minutes, BoE's Lombardelli, Supply from UK, Germany & US.Earnings from Microsoft, Meta, Robinhood, Qualcomm, Albemarle, eBay, Humana, Caterpillar, International Paper, GE Healthcare, Hess, Airbus, Credit Agricole, TotalEnergies, SocGen, UBS, DHL, Kion, Volkswagen, Mercedes Benz, Barclays, GSK, Segro & Glencore.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he is going to make a fair deal with China on trade; predicts that China will eat the tariffs.Stocks trade tentatively ahead of a slew of key risk events, including US GDP/PCE and earnings from Microsoft & Meta.USD looks to build on Tuesday's advances, EUR overlooks strong GDP, AUD is supported by hot CPI.USTs are contained into data & refunding, EGBs firmer but largely unaffected by a data deluge.Subdued trade across industrial commodities amid uncertainty and overall downbeat Chinese PMIs.Looking ahead, US ADP, GDP, PCE (Q1 & for March), ECI, BoC Minutes, Comments from BoE's Lombardelli, US Quarterly Refunding.Earnings from, Microsoft, Meta, Robinhood, Qualcomm, Albemarle, eBay, Humana, Caterpillar, International Paper, GE Healthcare, Hess.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

El Gobierno da un paso más al frente contra los vientres de alquiler, una práctica ilegal en nuestro país. A partir de mañana, la nueva instrucción se publicará en el BOE y, desde ese momento, ningún bebé nacido por gestación subrogada en el extranjero podrá inscribirse en los consulados; además, los procesos que queden pendientes se suspenderán. Para llevar a cabo este trámite, las parejas tendrán que realizar desde España la filiación biológica o la adopción del menor. Sobre esta situación, en el 24 Horas de RNE hablamos con Ana Trejo, fundadora de STOP Vientres de Alquiler.Respecto a esta nueva medida, Trejo reconoce que "esta práctica es un paso importante en la abolición de la explotación reproductiva que supone la gestación subrogada, que es la meta que debemos perseguir". Por otro lado, la fundadora de STOP Vientres de Alquiler analiza que, en nuestro país, "estos contratos son nulos porque borran a la madre de los certificados de nacimiento", y, según se recoge en nuestra legislación, "la mujer que pare siempre es madre, y en la mayor parte del mundo".Escuchar audio

US President Trump is expected to soften the impact of his automotive tariffs, according to WSJ citing sources.European bourses are mixed, whilst US equity futures trade incrementally higher, ahead of a slew of earnings.USD attempts to claw back some of Monday's losses, CHF & JPY lags whilst the Loonie fares better post-election.Canada's ruling Liberals, led by Mark Carney, won the national election but will need to form a minority government.Fixed benchmarks are relatively contained into a packed US session.Crude complex is on the backfoot, continuing recent losses, while base metals diverge.Looking ahead, US Consumer Confidence, Advance Goods Trade, JOLTS Job Openings, Speakers including BoE's Ramsden, SNB's Martin & US Treasury Secretary Bessent.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump is expected to soften the impact of his automotive tariffs, according to WSJ citing sources.Canada's ruling Liberals, led by Mark Carney, won the national election but will need to form a minority government.APAC stocks were mostly in the green but with gains capped following the choppy performance stateside.European equity futures indicate a slightly positive open with Euro Stoxx 50 future up 0.1% after the cash market finished with gains of 0.3% on Monday.DXY is attempting to claw back some of yesterday's losses, EUR/USD has slipped back onto a 1.13 handle, USD/JPY bounced from support at 142.Looking ahead, highlights include German GfK Consumer Sentiment, Spanish GDP, HICP, EZ Business Sentiment, US Advance Goods Trade, JOLTS Job Openings, ECB's Cipollone, BoE's Ramsden, SNB's Martin & US Treasury Secretary Bessent, Supply from UK & Italy.Earnings from Starbucks, Visa, Snap, PPG, SoFi, PayPal, JetBlue, Coca-Cola, UPS, Pfizer, Royal Caribbean, Spotify, HSBC, BP, AstraZeneca, Ocado, Entain Lufthansa, Porsche AG, Deutsche Bank, Capgemini, Amundi, Rexel, Scor, URW, Carlsberg, Novartis, Logitech & BBVA.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China is said to consider exempting some US goods from tariffs as costs increase with Chinese authorities considering removing additional levies for medical equipment and some industrial chemicals like ethane, according to Bloomberg citing sources familiar with the matter.China's Foreign Ministry says it is not having any consultations or negotiations with the US on tariffs; on tariff exemptions, says not familiar with specifics.European bourses edge higher on positive Chinese trade reports; US futures mixed, GOOGL +5.5% pre-market after strong Q1 results.DXY recovers amid trade hopes, JPY weakens amid outflows from haven FX and despite hotter Tokyo CPI.Bonds trade rangebound as participants await further tariff updates.Crude modestly firmer, XAU slips given the positive risk tone and stronger USD.Looking ahead, BoE's Greene, ECB's Nagel, Rehn & Cipollone, Earnings from, SLB, AbbVie, Phillips 66 & Centene.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China is said to consider exempting some US goods from tariffs as costs increase with Chinese authorities considering removing additional levies for medical equipment and some industrial chemicals like ethane, according to Bloomberg citing sources familiar with the matter.US President Trump said either countries negotiate a deal or they will set a deal and some will be tariffed, at some point, while they will set prices for deals.US President Trump reiterated that he hopes the Fed lowers interest rates and they should, while he reiterated criticism that the Fed is late.US equity futures slightly extended on the prior day's gains after reports of China flinching on tariffs; Alphabet shares rose 6.4% after market.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with gains of 0.3% on Thursday.Looking ahead, highlights include UK Retail Sales, Speakers including SNB's Schlegel & Steiner, BoE's Greene, ECB's Nagel, Rehn & Cipollone, Earnings from Safran, SLB, AbbVie, Phillips 66 & Centene.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said it depends on China how soon tariffs can come down and they have spoken to 90 countries regarding tariffs already.US President Trump said if they don't have a deal, they will set tariffs and could set the tariff for China over the next two or three weeks, while he suggested that there is daily direct contact between US and China.White House Economic Advisor Hassett said the USTR has 14 meetings scheduled this week with foreign trade ministers and there are 18 written offers from trade ministers, while he stated China is open to talks.APAC stocks were ultimately mixed despite the positive handover from Wall Street - the risk momentum waned overnight as trade uncertainty lingered owing to the mixed signals from the US.Overnight, US equity futures marginally eased, DXY slightly softened, spot gold and 10yr UST futures rebounded from the prior day's troughs.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures down U/C after the cash market closed with gains of 2.8% on Wednesday.Looking ahead, highlights include German Ifo, US Durable Goods, Jobless Claims, IMF/World Bank Spring Meeting; Speakers including ECB's Lagarde & Lane, Fed's Kashkari, BoE's Lombardelli & Riksbank's Seim; Supply from Italy, UK & US; Earnings from Alphabet, Intel, American Airlines, Freeport, Southwest Airlines, PepsiCo, Dow Chemical, Merck, Valero, PG&E, T-Mobile, Vale, Eni, Anglo American, Weir, BNP Paribas, Sanofi, Orange, STMicroelectronics, Air Liquide, Renault, Carrefour, Michelin, SGS, Roche & Nestle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said it depends on China how soon tariffs can come down and they have spoken to 90 countries regarding tariffs already.US President Trump said if they don't have a deal, they will set tariffs and could set the tariff for China over the next two or three weeks, while he suggested that there is daily direct contact between US and China.European bourses are in the red amid the negative risk-tone; US futures also edge lower ahead of Alphabet results.USD is lower vs. all peers, EUR benefits from its liquidity premium.USTs and European paper benefit from the risk tone; Treasuries await a 7yr auction.Gold resumes upside amid ongoing trade uncertainty; crude modestly in the green following Wednesday's pronounced downside.Looking ahead, highlights include US Durable Goods, Jobless Claims, IMF/World Bank Spring Meeting. Speakers include ECB's Nagel, Simkus, Rehn, Lagarde & Lane, Fed's Kashkari, BoE's Lombardelli, Supply from the US.Earnings from Alphabet, Intel, American Airlines, Freeport, Southwest Airlines, PepsiCo, Dow Chemical, Merck, Valero, PG&E, T-Mobile, Vale.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent told a closed-door investor summit that the tariff standoff with China is unsustainable and expects the situation to de-escalate.US President Trump said the Fed should lower interest rates; has no intention of firing the Fed chair and wants Powell to be more active on rates.APAC stocks rallied amid tailwinds from the US owing to trade deal hopes and after US President Trump softened his rhetoric on Fed Chair Powell.European equity futures indicate a higher cash market open with EuroStoxx 50 futures up 1.7% after the cash market finished with gains of 0.5% on Tuesday.USD has pulled back a touch from yesterday's advances, EUR/USD is back below 1.14, USD/JPY has pulled back from 143+ levels.US President Trump's "final offer" for peace requires Ukraine to accept Russian occupation, according to Axios.Looking ahead, highlights include EZ, UK & US PMIs, BoE's Bailey & Breeden, ECB's Lane & Cipollone, Fed's Goolsbee, Musalem & Hammack, RBA's Bullock, Supply from Germany & US.Earnings from Akzo Nobel, BE Semiconductor, Volvo AB, Boliden, Danone, Kering, EssilorLuxottica, Reckitt, NatWest, Saipem, Boeing, AT&T, Vertiv, Phillip Morris, GE Vernova, IBM, Chipotle, Texas Instruments.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said the Fed should lower interest rates and would like the Fed chair to be early or on time, adds no intention of firing the Fed chair and wants Powell to be more active on rates.European bourses move higher as US Treasury Secretary Bessent and the latest Trump comments on Powell boost sentiment; TSLA +6.3% in pre-market trade after Musk signals stepping back from DOGE following dismal earnings.USD mixed vs. peers with Antipodeans leading given the positive risk tone.US and German paper diverges on account of trade updates and Trump comments on Powell.Industrial commodities higher on optimism, spot gold unwinds risk premium.Looking ahead, highlights include US PMIs, IMF/World Bank Spring Meeting, Speakers including BoE's Bailey & Breeden, ECB's Lane & Cipollone, Fed's Goolsbee, Musalem & Hammack, RBA's Bullock, Supply from the US.Earnings include, Boeing, AT&T, Vertiv, Phillip Morris, GE Vernova, Alaska Air, IBM, Chipotle, ServiceNow, Texas Instruments & Lam Research.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses modestly lower; US futures attempt to pare back Monday's hefty losses.DXY flat, USD/JPY fails to sustain a move below 140, EUR/USD back on a 1.14 handle as USD bounces off lows.Modest UST & Bund divergence while Gilts lag and hit lows on BoE's Greene, who highlighted that wage growth remains "pretty high".Spot gold briefly tested USD 3,500/oz before waning; industrial commodities mostly firmer.Looking ahead, Canadian Producer Prices, US Richmond Fed Index, EZ Consumer Confidence. Speakers including ECB's Knot, de Guindos, BoE's Breeden, Fed's Jefferson, Harker, Kashkari, Kugler & Barkin, Supply from the US, Earnings from Tesla, Verizon, GE Aerospace, Lockheed Martin, Danaher & Elevance.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed with most indices rangebound despite the sell-off on Wall St after President Trump renewed his criticism against Fed Chair Powell.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.5%.DXY has extended on recent downside with JPY the main beneficiary, EUR/USD is above the 1.15 mark.Bunds are rangebound on return from the long weekend, crude futures have continued the mild rebound from the prior day's trough.Looking ahead, highlights include Canadian PPPI, US Richmond Fed Index, EZ Consumer Confidence, ECB's Knot, de Guindos, BoE's Breeden, Fed's Jefferson, Harker, Kashkari, Kugler & Barkin, Supply from Germany & US.Earnings from SAP, Iberdrola, Tesla, Verizon, GE Aerospace, Lockheed Martin, Danaher & Elevance.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We have seen some calm return this week, which has coincided with President Trump making some tariff concessions for tech companies and for auto parts, suggesting that a 'Trump put' is in play, and with the President also signalling “big progress” in talks with Japanese officials. However, we have to say this is an uneasy calm; new sectoral tariffs are still likely coming and tensions with China remain elevated. We discuss the latest tariff twists and turns, fresh communication from Fed Chair Powell and upcoming US data, as well as the ECB's recent 25bp rate cut. Across Asia, we will look out for Bank Indonesia's policy meeting, Korea export data and Tokyo CPI. Chapters: US (02:16), Europe (08:47), Asia (13:13).

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