Podcasts about euro stoxx

APAC stocks traded mixed amid some cautiousness ahead of upcoming risk events and despite the fresh record levels on Wall St.US Appeals Court declined to allow Trump to remove Federal Reserve Governor Cook; Cook can attend the FOMC's September 16th-17th meeting.US Senate voted 48-47 to confirm US President Trump's Fed nominee Miran to join the Fed board.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future +0.1% after the cash market closed with gains of 0.9% on Monday.DXY is a touch softer, extending on yesterday's downside. JPY marginally outperforms, whilst antipodeans lag.Crude futures marginally extended on the prior advances. 10yr UST futures plateaued overnight after catching a bid yesterdayLooking ahead, highlights include UK Jobs Report (Jul), Italian CPI Final (Aug), EZ Industrial Production (Jul), Labour Costs (Q2), German ZEW Survey (Sep), US Retail Sales (Aug) and Industrial Production (Aug), Import Prices (Aug), Atlanta Fed GDP, Canadian CPI (Aug), RBA's Hauser & ECB's Escriva, Supply from Germany, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed, with the region somewhat cautious as participants digested disappointing Chinese activity data.The lack of progress in US talks with China on tariffs and fentanyl is said to have reduced the chances of a Beijing summit, according to the FT.Fitch cut France's sovereign rating from AA- to A+; Outlook Revised to Stable from Negative; OATs -11 ticks.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 0.1% on Friday.In FX, DXY is steady and FX markets are contained heading into a week, which is set to be dominated by central bank activity.US President Trump said he is ready to impose major sanctions on Russia when all NATO nations have agreed and started to do the same thing, and when all NATO nations stop buying oil from Russia.Looking ahead, highlights include German Wholesale Price Index (Aug), NY Fed Manufacturing (Sep), Speakers including ECB's Schnabel, Rehn & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US and China day two talks are underway; overnight, FT reported that there has been a lack of progress, potentially reducing the odds of a Beijing summit. Recently, US Treasury Secretary Bessent said the US and China made good progress on technical details.Crude benchmarks are higher amid a softer USD and after President Trump said he is ready to impose sanctions on Russia, once NATO stops buying Russian oil. Most recently, Russia's Kremlin says NATO is fighting Russia.NVIDIA hit in the pre-market, weighing on the NQ and broader sentiment, as China said NVIDIA violated antitrust laws; European bourses off best, but still firmer, Euro Stoxx 50 +0.6%.Fitch downgraded France to A+ (prev. AA-), sparking modest OAT-Bund widening though levels remain orderly. EUR is unreactive, GBP leads with the DXY softer.Gold had an initial upward bias with the focus on geopols, though off best. Base metals capped by soft Chinese data.Looking ahead, NY Fed Manufacturing (Sep), Speakers including ECB's Schnabel, Rehn & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent will meet with Chinese Vice Premier He and other senior Chinese officials next week in Madrid, while Bessent and He are to discuss key US-China national security, economic and trade issues.US President Trump's administration asked the US appeals court to pause a ruling that blocked the removal of Fed's Cook.ECB rate cut debate is said to not be over, but October is seen as too soon, and the next real discussion is more likely in December, according to Reuters sources.APAC stocks were mostly higher following the gains on Wall St; 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 0.5% on Thursday.Looking ahead, highlights include German CPI Final (Aug), UK GDP (Jul), French Final CPI (Aug), Spanish Final CPI (Aug), US University of Michigan Prelim (Sep), CBR Announcement, ECB Publication of ECB staff macroeconomic projections for the euro area, Credit Rating Reviews for France & Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks followed suit to the mixed performance stateside, where the S&P 500 and Nasdaq printed fresh record highs.US President Trump's administration appealed the court ruling blocking the removal of Fed Governor Cook.US Senate Republicans are aiming to confirm President Trump's temporary Federal Reserve pick Stephen Miran as soon as Monday, according to Politico, citing two sourcesEU is reportedly very unlikely to impose crippling tariffs on India or China, the main buyers of Russian oil, as US President Trump urged the bloc to do so, according to Reuters citing EU sources.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.1% on Wednesday.Looking ahead, highlights include US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, IEA & OPEC Monthly Report, Supply from Italy and the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Poland said its airspace was repeatedly violated by drones during today's attack by Russia on Ukraine; Poland shot down Russian drones after 'unprecedented airspace violation'.US President Trump reportedly asked the EU to hit China and India with 100% tariffs to pressure Russian President Putin to end the war.US judge temporarily blocked President Trump from removing Federal Reserve Governor Cook.French President Macron appointed Sebastien Lecornu as new PM, according to BFM.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 0.1% on Tuesday.Looking ahead, highlights include Norwegian CPI (Aug), US PPI (Aug), Wholesale Sales (Jul), Comments from SNB's Schlegel, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

French PM Bayrou lost the confidence vote in the National Assembly, as expected; French President Macron said he will name a new PM in the coming days.UK Chancellor Reeves is to tell ministers to prioritise the fight against inflation in a Cabinet meeting today, according to FT.US Senate Banking panel to vote on Miran's Fed nomination on September 10th, according to Bloomberg.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with gains of 0.8% on Monday.Looking ahead, highlights include French Industrial Output, US NFP Prelim. Benchmark Revisions, Apple Event, Comments from BoE's Breeden, Supply from Netherlands, UK, Germany & US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Samuel Plaza, Director de JFD BROKERS España, analiza la actualidad de los mercados en el consultorio de bolsa de Capital Intereconomía. El experto destaca que “el Ibex 35 se aproxima a los 15.000 puntos, con un soporte clave en los 14.650”. Por otro lado, el Eurostoxx “mantiene un tono más lateral aunque con sesgo alcista”. Y en Francia, el Cac 40 también se mueve sin grandes cambios, condicionado por la inestabilidad política. Plaza pone el foco en los sectores más vulnerables a este contexto, como el financiero y asegurador en Francia, y señala al sector defensa como uno de los pocos que se mantiene sólido.

Japanese PM Ishiba said he has decided to resign as LDP president and gave instructions to hold an emergency LDP leadership election; LDP is making final arrangements for a leadership vote on October 4th, according to TBS.US President Trump said Waller, Warsh and Hassett are the three finalists for the Fed chair nomination.US-China trade talks have reportedly made little progress towards a deal, and an impasse was hit on the fentanyl issue, according to WSJ.Eight OPEC+ members agreed to raise the oil production by 137k bpd in October (as touted), citing a steady global economic outlook and current healthy market fundamentals.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with losses of 0.5% on Friday.Looking ahead, highlights include German Industrial Output (Jul), Trade Balance (Jul), EZ Sentix Index (Sep), US Employment Trends (Aug) & NY Fed SCE.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Este capítulo cuenta con la colaboración de ford.es.Desde que en el mes de abril las bolsas tocaron su nivel más bajo del año, la recuperación que han registrado los principales selectivos de renta variable se puede calificar sido cuanto menos de vertical. El Nasdaq 100, por ejemplo, acumula desde entonces una revalorización cercana al 45%. Una dinámica que ha favorecido que la sobrecompra se haya convertido en algo habitual.EL selectivo tecnológico podría "estirar este desmadre hasta los 24.500 puntos, pero esa es la última frontera que valoro ya que por ahí discurre la directriz que surge de unir los máximos de julio y de diciembre del año pasado", afirma en el último episodio del podcast Estrategia de Mercado, Joan Cabrero, analista técnico. "Todo lo que sea ir más allá de esa cota sería un exceso absoluto, un éxtasis que acabaría en un choque terrible", recalca.A este lado del Atlántico, los 15.444 puntos han sido el techo del rally nacido en abril en el Ibex 35 y el origen de una corrección que, lejos de ser una amenaza, podría convertirse en una magnífica oportunidad para subirse a la bolsa española. "Para ello el selectivo español debería retroceder entre un 8 y un 10% desde su último pico, lo que situaría al índice en la zona de los 14.000-13.740 puntos, que coinciden con los mínimos de junio y con el ajuste del 38,2% de Fibonacci de toda la subida", afirma el experto.Sería la sexta corrección dentro de la tendencia alcista que comenzó en los mínimos de octubre de 2022, y todas las anteriores se han desarrollado en rangos similares. Así lo afirma Cabrero, que además asegura que salvo un cambio estructural más profundo, "todo apunta a que entre los 13.740 y los 14.000 puntos podría aparecer una nueva ventana de compra"."Los niveles que espero para volver a aconsejar compras en bolsa europea se encuentran en la zona de los 4.900–5.000 puntos del EuroStoxx 50, que supondrían un retroceso del 10 % y el encuentro con la directriz alcista que guía los ascensos desde 2020", sentencia el experto.

US President Trump said he would be placing chip tariffs “very shortly,” which will be “fairly substantial”, but signalled Apple (AAPL) and others will be safe during his dinner with tech CEOs at the White House on Thursday, according to CNBC.Fed's Williams (voter) reiterated that he expects gradual interest rate cuts over time, while he declined to comment if the market's September rate cut view is correct.US President Trump said they are going to get the war in Ukraine settled; US Defense Department said two Venezuelan military aircraft flew near a US Navy vessel in international waters.APAC stocks mostly took their cues from the gains on Wall Street; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.4% on Thursday.Looking ahead, highlights include German Industrial Orders (Jul), French Trade Balance, EZ Employment (Final), GDP Revised (Q2), UK Retail Sales (Aug), EZ GDP Revised (Q2), US Jobs Report (Aug), Canadian Jobs Report (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Een Belgisch bedrijf heeft deze week een serieuze promotie gemaakt op de beurs. De Gentse biotechspeler Argenx krijgt een zitje in de prestigieuze Euro Stoxx 50. Die index is zo wat de Champions League van de beurs met daarin de 50 Europese steraandelen. Straf, zeker omdat Argenx nog maar 17 jaar bestaat. Tot nu toe was bierbrouwer AB InBev lang het enige Belgische bedrijf in de Euro Stoxx 50. De Gentenaars komen in goed gezelschap terecht tussen kleppers als luxegroep LVMH en chipmachinemaker ASML. Waaraan hebben ze die upgrade te danken? Hoe is Argenx zo snel opgeklommen? En welke impact kan een zitje in de index hebben op de beurskoers? Daarover gaat deze extra aflevering van De 7 met host Lara Droessaert, redacteur ondernemen bij De Tijd Nico Schoofs en beursanalist Frank De Mol van De Belegger.See omnystudio.com/listener for privacy information.

APAC stocks followed suit to the mixed performance stateside, where tech and communications outperformed following the Google antitrust ruling, and participants digested dovish data and Fed rhetoric.US President Trump said it is possible that someday tariffs will replace income tax.UK Chancellor Reeves dismissed forecasts of a GBP 50bln "black hole" in the public finances, despite higher borrowing costs and expected tax rises piling pressure on the chancellor ahead of the autumn Budget, according to the BBC.US President Trump said he will find out over the next week or so how good the relationship is with Russia, while he also commented that the US will help Poland protect itself with US soldiers to remain in Poland and will put more there if they wantEuropean equity futures indicate a mildly positive open with Euro Stoxx 50 futures up 0.1% after the cash market finished with gains of 0.6% on Wednesday.Looking ahead, highlights include Swedish CPIF (Aug), Swiss CPI (Aug), EZ Retail Sales, US ISM Services PMI (Aug), ADP National Employment (Aug), Challenger Layoffs (Aug), Jobless Claims, Atlanta Fed GDP, Canadian Trade Balance (Jul), BoE DMP, Senate Banking Committee to hold hearing for US President Trump's Fed nominee Stephen Miran, Federal Housing Press Conference "In the Matter of Lisa D. Cook", Speakers including ECB's Cipollone, Fed's Williams & RBA's Hauser, Supply from Spain, France, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were predominantly lower following the weak handover from Wall St; sentiment dampened by global debt concerns.European equity futures indicate a higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 1.4% on Tuesday.DXY is holding onto yesterday's gains, JPY and GBP remain softer vs. the USD after a bruising session on Tuesday.USTs lack direction following yesterday's bear-steepening. Bunds are a touch softer, JGB tracked recent losses in global peers.Crude futures lacked conviction after whipsawing yesterday, spot gold is steady after printing another fresh ATH.UK Chancellor Reeves has pencilled in November 26th for the date of the Budget, according to Huffington Post.Looking ahead, highlights include EU Producer Prices, EZ, UK, US Services PMI (Final), US Durable Goods R (Jul), JOLTS Job Openings (Jul), NBP Announcement, Fed Beige Book, BoE's Mann, Breeden, Bailey, Lombardelli, Greene & Taylor, ECB's Lagarde, RBA Governor Bullock, Fed's Musalem & Kashkari, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wat zit er in De 7 vandaag?Voor de meeste Belgen is een energierenovatie te duur. Volgens een nieuwe studie kan amper 1 op 4 de nodige ingrepen tegen het jaar 2050 betalen.Met het Gaza-akkoord is de kiezel effe uit de schoen van de regering. Kunnen we hier spreken van politieke winnaars en verliezers? En welke vólgende crisis doemt nu al op aan de horizon?En de Gentse biotechparel Argenx krijgt een plekje in de Eurostoxx 50, de meest prestigieuze index voor Europese aandelen. Waarom? En wat betekent dat voor beleggers? Host: Bert RymenProductie: Christophe De RijckeSee omnystudio.com/listener for privacy information.

Que vont devenir les bâtiments des grands magasins Cora? Les murs avaient été repris par Mitiska REIM. Les surfaces seront divisées. Argenx va intégrer l'indice boursier européen Euro Stoxx 50. Qu'est-ce que cela va changer pour la biotech belge? Nous verrons cela avec Charles Regnier. Autre bonne nouvelle pour le secteur biotech en Wallonie, BiOkuris enregistre des résultats exceptionnels pour une étude clinique. Elle cherche un partenaire pour commercialiser sa molécule qui soigne le côlon irritable. Le Brief, le podcast matinal de L'Echo Ce que vous devez savoir avant de démarrer la journée, on vous le sert au creux de l’oreille, chaque matin, en 7 infos, dès 7h. Le Brief, un podcast éclairant, avec l’essentiel de l’info business, entreprendre, investir et politique. Signé L’Echo. Abonnez-vous sur votre plateforme d'écoute favorite Apple Podcast | Spotify | Podcast Addict l Castbox | Deezer | Google PodcastsSee omnystudio.com/listener for privacy information.

APAC stocks traded mostly lower with the region cautious amid a lack of fresh drivers and following the holiday lull stateside.BoJ Deputy Governor Himino reiterated it is appropriate to continue raising interest rates in accordance with improvements in the economy and prices but noted high uncertainty.European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 future down 0.2% after the cash market closed with gains of 0.3% on Monday.DXY is higher, JPY lags, EUR/USD has reverted back onto a 1.16 handle and antipodeans lag alongside the soft risk tone.Bunds are subdued following the prior day's retreat, crude futures extended the prior day's gains, spot gold hit a fresh record high above USD 3.500/oz. Looking ahead, highlights include EZ Flash HICP (Aug), US ISM Manufacturing PMI (Aug), Atlanta Fed GDP, Speakers including ECB's Elderson & Nagel, and Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Appeals Court upheld a ruling that most Trump tariffs were illegal but kept them in place as the case proceeds.US was reported on Friday to revoke authorisations for Intel (INTC), SK Hynix (000660 KS) and Samsung (005930 KS) to receive American chipmaking equipment in China unless they obtain licenses, according to the Federal Register.US judge did not rule on the dismissal of Fed Governor Cook on Friday and asked both parties to submit subsequent court documents on Tuesday.APAC stocks traded mixed with sentiment mostly subdued; European equity futures indicate a mildly positive open with Euro Stoxx 50 futures up 0.2% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include EZ & UK Manufacturing PMI (Final), EU Unemployment Rate (Jul), New Zealand Terms of Trade (Q2), and Speakers include ECB's Schnabel, Cipollone & Lagarde.Holiday: US Labour Day, Canadian Labour Day: The desk will run until 18:00BST/13:00EDT on Monday 1st September, upon which the desk will close and then re-open at 22:00BST/17:00EDT the same day due to US market closures.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En Gestión del patrimonio hablamos con Borja de Castro, analista de Banco BiG, sobre la evolución del índice Ibex 35 frente a sus pares europeos. Con el experto comentamos hacia dónde se dirigen los mercados, si consolidarán los niveles actuales, tras un mes de agosto positivo o si, por el contrario septiembre volverá a ser un mal mes para la bolsa como es tradicional. "Si nos comparamos con el EuroStoxx en general, hay una diferencia de casi un 20% en términos anuales." Es cierto que la revalorización del selectivo español ha sido mucho mayor, pero el riesgo o la concentración es mucho mayor en el sector bancario, que es al final lo que ha potenciado esas subidas. De Castro advierte en Gestión del patrimonio con Banco BiG, que "en momentos en los cuales se pueda revertir esa tendencia hay que tener cuidado". Así las noticias como las que hemos conocido en Reino Unido la semana pasada con ese impuesto extraordinario a la banca británica han influido negativamente en el sector bancario español y por eso el experto recomienda diversificar las apuestas en otros índices europeos y americanos para que nuestro patrimonio crezca consistentemente. Asimismo, comentamos con De Castro los posibles riesgos que se presentan para el mercado en septiembre, aunque el analista de Banco BiG no encuentra razones para que no pueda contiuar la tendencia alcista. "Estamos viendo como las empresas presentan buenos resultados... Es cierto que la inflación no está tan controlada como se esperaba, pero tampoco está descontrolada y los acuerdos arancelario no son tan malos como se esperaba". De Castro, sin embargo, cree que China está siendo "más dura" en las negociaciones comerciales con Estados Unidos que la UE que ha hecho concesiones. Esta será, según el experto de Banco Big, cuál de estas geografías saldrá mejor parada de esta guerra comercial. Para esto Borja de Castro recomienda diversificar las carteras. Una oferta de productos amplia y competitiva Banco BiG ha reforzado su propuesta de valor para todo tipo de inversores, desde los más conservadores hasta los más activos. Desde su plataforma Big Global Trade, los clientes pueden acceder a: Acciones de EE. UU. y mercados internacionales ETFs que permiten una diversificación eficiente Futuros y opciones para estrategias más complejas o de cobertura

Fed's Waller (voter, dovish dissenter) said the time has come to move policy to a more neutral stance and he would support a 25bps cut at the September meeting and anticipates additional rate cuts over the next 3–6 months.Fed Governor Cook's lawyers suggested an unintentional “clerical error” may have been behind the mortgage dispute over which President Trump wants her fired. It was separately reported that the judge in Fed's Cook lawsuit set the hearing for this Friday at 10:00EDT/15:00BST.White House said US President Trump was not happy about the overnight strikes in Ukraine and will be making an additional statement on Russia and Ukraine.APAC stocks were ultimately mixed heading into month-end and as participants digested a slew of data and earnings; European equity futures indicate a softer cash market open with Euro Stoxx 50 futures -0.2% after the cash market closed with gains of 0.1% on Thursday.Looking ahead, highlights include German Retail Sales (Jul), Import/Export prices (Jul), Unemployment (Aug) & CPI (Aug), French Prelim CPI (Aug), Spanish Flash CPI, (Aug), US PCE (Jul), University of Michigan Final (Aug), Atlanta Fed GDP & Canadian GDP (Q2), ECB SCE, Speech from ECB's de Guindos, Earnings from Alibaba.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent reiterated that there are 11 strong Fed chair candidates, while he added they will start interviews after Labor Day and present a shortlist to President Trump.NVIDIA (-3.1%) shares were pressured post-earnings despite beating on top and bottom lines, as its revenue guidance was not as strong as some were hoping for and with questions remaining regarding chip sales to China.White House trade advisor Navarro said India can get 25% off tariffs if it stops buying Russian oil.APAC stocks were predominantly higher but with mixed trade seen throughout the session; European equity futures indicate a flat/mildly higher cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with gains of 0.2% on Wednesday.Looking ahead, highlights include Swiss GDP (Q2), EZ Sentiment Survey (Aug), US GDP 2nd Estimate (Q2), PCE (Q2), Jobless Claims, ECB Minutes, Speech from Fed's Waller, Supply from Italy & US, Earnings from Marvell, Dell, ULTA Beauty, Best Buy & Pernod Ricard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump is considering quickly announcing a nominee to replace Fed Governor Cook with Stephen Miran and former World Bank President Malpass potential candidates, according to WSJ citing sources.The Trump administration is reviewing options for exerting more influence over the Federal Reserve's 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington, according to Bloomberg citing sources.US President Trump said he is talking about economic sanctions on Russia if there is no ceasefire; US President Trump thinks oil prices will break below USD 60/bbl soon.APAC stocks were mostly in the green but with trade rangebound; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.1% on Tuesday.Looking ahead, highlights include German GfK Consumer Sentiment, Comments from Fed's Barkin, Supply from UK & US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mostly lower after global markets faded last Friday's post-Powell dovish reaction.US President Trump threatened to impose substantial additional tariffs on countries that do not remove discriminatory actions such as digital taxes.US President Trump posted a letter removing Fed's Cook from her position with immediate effect; Cook says she will not resign.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.5% after the cash market closed with gains of 0.8% on Monday.FX markets are contained, EUR/USD is supported by the 1.16 mark, USD/JPY sits on a 147 handle.Looking ahead, highlights include US Durable Goods (Jul), Consumer Confidence (Aug), Atlanta Fed GDP, Riksbank Minutes, NBH Announcement, E3/Iran Nuclear talks, Fed Discount Rate Minutes, Fed's Barkin & BoE's Mann, Supply from Italy and the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the week on the front foot as the region took its opportunity to react to the dovish comments by Fed Chair Powell at Jackson Hole on Friday.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.3% after the cash market closed with gains of 0.5% on Friday.DXY is a touch firmer but unable to recover much of Friday's lost ground. EUR/USD remains on a 1.17 handle.Bund futures have faded some of last Friday's gains, crude futures are steady.Looking ahead, highlights include German Ifo (Aug), US National Activity (Jul), Comments from Fed's Logan and Supply from the EU.Note, today is a UK bank holiday. The desk is open as usual. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pepe Baynat, Director De Bolsas Y Futuros, analiza los índices bursátiles y activos financieros más destacados. En el futuro a corto plazo del Eurostoxx y el Ibex, el experto asegura que “de momento no veo ninguna señal de debilidad clara” sin embargo, lanza un mensaje de cautela a los inversores, “tenemos que actuar en consecuencia del mercado, y poniendo los stops en los puntos necesarios” comenta. Sobre valores en tecnología, Baynat mira con buenos ojos a Apple. “Estaba al margen de las subidas y parece que por fin ha tenido una señal claramente alcista”. Por otro lado, Amazon es otra compañía que Baynat encuentra atractiva. “Es un ejemplo de capacidad de crecimiento, de valor que lo hace bien” asegura

APAC stocks traded mixed amid cautiousness heading into Fed Chair Powell's remarks at Jackson Hole and following the subdued handover from Wall St, where participants digested a slew of data and mostly hawkish Fed comments.US President Trump said we will know in about two weeks regarding Russia-Ukraine. Ukrainian President Zelensky said Russia's overnight attacks show that Moscow is trying to avoid the need for meetings aimed at ending the war.Chinese President Xi is unlikely to attend ASEAN Leaders' Summit in October, "dashing hopes of a meeting with US President Tump at the summit", according to Reuters sources.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with losses of 0.2% on Thursday.Looking ahead, highlights include Canadian Retail Sales, Fed's Jackson Hole Symposium (August 21st-23rd); Speakers include Fed Chair Powell & BoE Governor Bailey.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed, albeit with a mildly positive bias as the region attempted to shrug off the lacklustre lead from Wall St, where sentiment was dampened amid continued tech weakness and hawkish-leaning FOMC Minutes.FOMC Minutes from the July meeting noted a majority of participants judged the upside risk to inflation was the greater risk compared with the labour market, although the meeting was conducted prior to the release of the latest NFP report with hefty downward revisions.Fed Governor Cook said she has no intention of being bullied to step down from her position because of some questions raised in a tweet by FHFA Director Pulte.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with losses of 0.2% on Wednesday.Looking ahead, highlights include Global Flash PMIs, UK PSNB, US Weekly/Continued Jobless Claims, Philly Fed Index, EZ Consumer Confidence, Fed Jackson Hole Symposium (21st-23rd), Speech from Fed's Bostic, Supply from France & US, Earnings from Walmart.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed after a lacklustre performance stateside, where mega-cap tech led the declines.RBNZ lowered the OCR by 25bps as expected, cut its OCR forecasts across the projection horizon and voted on the options of either a 25bps or 50bps reduction.European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 0.7% after the cash market closed with gains of 0.9% on Tuesday.DXY is marginally higher for a third session in a row, NZD lags post-RBNZ, GBP eyes inflation data.White House is eyeing Budapest for peace talks with Zelensky and Putin, according to Politico.Looking ahead, highlights include UK CPI, EZ HICP (Final), Riksbank Policy Announcement & FOMC Minutes, Speakers including ECB's Lagarde, Fed's Bostic & Waller, Supply from Germany & US, Earnings from Target.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following the ultimately flat performance stateside amid a lack of fresh macro catalysts, as focus centred on geopolitical updates and amid cautiousness ahead of Powell's speech at Jackson Hole on Friday.Russia's Kremlin said US President Trump and Russian President Putin held a phone call in which they discussed the idea of exploring the possibility of raising the level of Russian and Ukrainian representatives in the negotiations.S&P affirmed the US at AA+; Outlook Stable, S&P added that the revenue from President Trump's tariffs will offset the fiscal hit from his recent tax-cut and spending bill.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with losses of 0.3% on Monday.Looking ahead, highlights include US Building Permits & Housing Starts, Canadian CPI, Atlanta Fed GDPNow, Comments from Fed's Bowman, Earnings from Home Depot, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Trump and Putin will meet in Alaska at 20:00BST/15:00ET, Trump will then depart just under seven hours later.European bourses began with gains, Euro Stoxx 50 +0.4%; follows a mostly higher APAC handover as soft Chinese data was shrugged off.US futures firmer, but have drifted off best in the European morning, ES +0.1%; UNH +12% and INTC +4.5% in the pre-market.USD gives back some of its PPI-inspired gains, JPY tops the G10 leaderboard after domestic data.A contained start for USTs into Tier 1 data points and the Alaska summit, Bunds dipped on the constructive European risk tone.Crude benchmarks lower despite the tone and USD, looking to the Putin-Trump meeting; XAU firmer.Looking ahead, highlights include US Retail Sales (Jul), US University of Michigan Prelim (Aug), Import/Export Prices (Jul), Industrial Production (Jul), Atlanta Fed GDP, Fed's Goolsbee, Trump-Putin summit & Press Conference.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks predominantly traded in the green after the region mostly shrugged off the indecisive performance seen on Wall St.US President Trump will participate in a bilateral program with the President of the Russian Federation in Alaska at 11:00 AM (15:00EDT/20:00BST) and will depart Alaska at 17:45 (21:45/02:45BST), according to the White House.Potential Fed Chair pick Zervos backed aggressive interest rate cuts, according to CNBC; Fed Chair Powell is to speak 10:00EDT/15:00BST on August 22nd at Jackson Hole, according to the Fed schedule.Nikkei 225 rallied above the 43,000 level and JPY was boosted with sentiment lifted following stronger-than-expected Japanese GDP data. 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 0.9% on Thursday.Looking ahead, highlights include German WPI (Jul), US Retail Sales (Jul), US University of Michigan Prelim (Aug), Import/Export Prices (Jul), Industrial Production (Jul), Atlanta Fed GDP, Trump-Putin summit & Joint Press Conference.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said interest rates should be three or four points lower, while he thinks he will name a new Fed chairman "a little bit early" and noted that he is down to three or four names.Fed's Goolsbee (2025 voter) said that Fed meetings coming up are live but added that he doesn't like pre-committing on rates.Trump said he would like to do a second meeting with Russian President Putin almost immediately which would include Zelensky if the first meeting goes okay, but there may not be a second meeting if he feels it is inappropriate or if he does not get the answers he wants.APAC stocks were ultimately mixed despite the positive handover from Wall St, where the major indices extended on gains amid Fed rate cut hopes as money markets fully priced in a September rate cut.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market finished with gains of 1.0% on Wednesday.Looking highlights include UK GDP (Jun/Q2), EZ Flash GDP (Q2) and Employment (Q2), US PPI (Jul), Jobless Claims, Norges Bank Policy Announcement; Speakers include Norges Bank Bache & Fed's Barkin, Supply from US, Earnings from Applied Materials, JD,com, RWE & Antofagasta.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly higher as the region took impetus from the gains stateside where the S&P 500 and Nasdaq closed at record highs.US Treasury Secretary Bessent said will need to see months, if not a year, of progress on fentanyl flows before Chinese tariffs come down.US Treasury Secretary Bessent stated that the Fed should think about a 50bp cut in September.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.4% after the cash market closed with gains of 0.1% on Tuesday.DXY has stabilised after yesterday's selling pressure, EUR/USD ran out of steam ahead of 1.17, Cable has reclaimed 1.35.Looking ahead, highlights include German Final CPI (Jul), Spanish Final CPI (Jul), IEA OMR, BoC Minutes, US President Trump is to meet with E3 and Ukraine, speakers include Treasury Secretary Bessent, Fed's Bakin, Goolsbee & Bostic, supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump signed an Executive Order that will extend the tariff suspension on China for another 90 days.US President Trump announced on Truth Social that gold will not be tariffed.Fed Governor Bowman, Fed Vice Chair Jefferson, and Dallas Fed President Logan are reportedly under consideration for Fed Chair, according to Bloomberg.APAC stocks traded mostly higher (Japan outperformed post-holiday), Europe expected to open firmer (Eurostoxx 50 future +0.3%).DXY steady, AUD little changed after widely expected RBA rate cut, EUR/USD has returned to a 1.16 handle.US President Trump said there will be some swapping and changes in land between Russia and Ukraine.Looking ahead, highlights include UK Jobs Report (Jun), German ZEW Survey (Aug), US CPI (Jul), EIA STEO, OPEC MOMR, Fed's Barkin & Schmid, supply from the UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly in the green but with gains limited in the absence of notable catalysts from over the weekend and Japan away from market.US President Trump said he will meet with Russian President Putin on August 15th in Alaska; White House is considering inviting Zelensky.Fed's Bowman (voter) said that the latest job market data reinforces her forecast for three rate cuts this year.Fed Chair list now said to include former St. Louis Fed President Bullard and former George W. Bush adviser Sumerlin, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.2% after the cash market closed with gains of 0.3% on Friday.DXY is a touch softer, EUR is the marginal outperformer across the majors with price action overall contained.Looking ahead, highlights include Norwegian CPI (Jul) & BoC SLOS (Q2).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded somewhat mixed following the subdued handover from Wall St post-ISM services.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with gains of 0.1%.DXY is flat, EUR/USD remains on a 1.15 handle and capped by its 200DMA, and antipodeans marginally lead.RBI kept the Repurchase Rate unchanged at 5.50%, as expected, and maintained a neutral stance.Looking ahead, highlights include German Industrial Orders (Jun), EZ Construction PMIs (Jul), EZ Retail Sales (Jun), Italian Industrial Output, Fed's Collins, Cook and Daly, Supply from Germany & US.Earnings from Airbnb, Lyft, Uber, Shopify, Walt Disney, McDonald's, Novo Nordisk, Siemens Energy, Commerzbank, Bayer, Fresenius, Beiersdorf, ABN AMRO & Glencore.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly higher following the rally on Wall St where the major indices clawed back post-NFP losses.European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market finished with gains of 1.5% on Monday.DXY trades higher, but remains below the 99.0 mark, EUR/USD retains its position on a 1.15 handle.Fed's Daly (2027 voter) said two rate cuts this year still seems to be the appropriate amount of recalibration.Looking ahead, highlights include Global Composite and Services Final PMIs, EZ Producer Prices, Canadian Trade, US ISM Services, International Trade Balance, RCM/TIPP Economic Optimism, Atlanta Fed GDPNow, New Zealand Jobs, Supply from UK, Germany & US.Earnings from AMD, Arista Networks, Snap, Pfizer, Caterpillar, BP, Diageo, Fresnillo, Infineon, Deutsche Post, Fresenius Medical Care, Continental, Hugo Boss, Bper Banca & Telecom Italia.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following a quiet weekend of newsflow and last Friday's disappointing Non-Farm Payrolls data.US President Trump said on Sunday that he will announce a new head of BLS in the next three or four days.US President Trump said he is to announce a replacement for Fed's Kugler in the next couple of days after Kugler resigned on Friday.European equity futures indicate a positive cash market open with the Euro Stoxx 50 future up 0.4% after the cash market suffered losses of 2.9% on Friday.DXY is a touch firmer after Friday's selling pressure, EUR/USD ran out of steam ahead of 1.16, USD/JPY trades on a 147 handle.Crude slightly lower after OPEC+ agreed to increase oil output by 548k BPD in September.Looking ahead, highlights include Swiss CPI (Jul), EZ Sentix Index Aug), US Employment Trends (Jun), Durable Goods R (Jun) & Factory Orders.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.US official said they are still working out technicalities of rules of origin terms for transshipment and will implement rules of origin details in the coming weeks.Amazon (AMZN) shares fell 6.5% after-market whilst Apple (AAPL) shares rose 2.3% post-earnings.APAC stocks traded mostly subdued following the weak handover from US peer; European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 0.5% after the cash market closed with losses of 1.4% on Thursday.Looking ahead, highlights include Global Manufacturing PMI (Finals), Italian Retail Sales, EZ HICP, US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman & Waller (Unconfirmed), Earnings from Axa, Engie, Daimler Truck, Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent said he will see US President Trump regarding the China tariff pause on Wednesday and some technical details remain on the China tariff pause, while the China tariff extension decision will be up to Trump and if he does not approve tariff pause extension, tariffs on Chinese goods would 'boomerang' back to April 2nd levels, or another level that he chooses.US President Trump said Chinese President Xi wants to meet and he thinks it will happen before the end of the year, while he stated that they will either approve the trade extension or not. Chinese Vice Commerce Minister Li said the US and China have agreed to extend the trade truce; Bessent said China jumped the gun a little on the 90-day pause.Crude futures surged yesterday amid comments from US President Trump who confirmed changing the deadline for Russia to reach a Ukraine ceasefire agreement to 10 days, while there were simultaneous comments from Treasury Secretary Bessent who told Chinese officials that China could face high tariffs if it continues to purchase sanctioned Russian oil due to US secondary tariff legislation.APAC stocks traded mixed following the subdued handover from Wall St; European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 0.8% on Tuesday.Looking ahead, highlights include French GDP, Spanish CPI, German GDP & Retail Sales, Italian GDP, ECB Wage Tracker, EZ GDP & Sentiment, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers, Supply from Italy, US Quarterly Treasury Refunding Announcement.Earnings from Hermes, Airbus, Vinci, Danone, Capgemini, HSBC, GSK, Aston Martin, Santander, Caixabank, Telefonica, Intesa Sanpaolo, Leonardo, Mercedes Benz, Siemens Healthineers, BASF, Adidas, Porsche AG, Meta, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare & VF Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

L’accordo tra USA e UE sui dazi, che prevede una tariffa fissa del 15% sui beni europei, ha generato una reazione valutaria significativa: l’euro ha perso l’1% rispetto al dollaro, suggerendo un possibile vantaggio per Washington. A pesare sono le dinamiche valutare: l’euro forte danneggia l’export europeo, mentre il dollaro debole - anche a causa delle pressioni di Trump sulla Fed - favorisce le imprese americane. Le aziende USA stanno infatti riportando risultati migliori rispetto a quelle europee. I dati confermano: l’83% delle imprese S&P 500 ha superato le attese, contro il 52% delle Eurostoxx. Anche le performance di Borsa mostrano un'inversione: da giugno Wall Street è in forte rialzo, mentre i listini europei sono fermi o in calo. L’Europa, pur detenendo ancora grandi riserve in titoli americani, ha ridotto la sua esposizione, contribuendo all’indebolimento del dollaro e subendo ora le conseguenze di un euro troppo forte. Ne parliamo con Morya Longo, Il Sole24Ore.In evidenza in Borsa l’auto europea dopo l’accordo Usa-Ue sui daziL’intesa sui dazi fra USA e UE, con l’applicazione del 15% anche alle auto, ha favorito il settore automotive, in particolare Italia e Germania. L’Italia esporta circa 4 miliardi in auto e 1,2 miliardi in componentistica verso gli USA. Sebbene il 15% sia comunque penalizzante, rappresenta una stabilizzazione positiva dopo mesi di incertezza. Secondo Equita e Intermonte, Stellantis potrebbe ridurre l’impatto negativo stimato (1,5 miliardi di euro) di circa un terzo se anche Messico e Canada ottenessero un trattamento simile. I componentisti legati ai produttori tedeschi, come Brembo, ne trarrebbero benefici. Tuttavia, i dazi al 50% su acciaio e alluminio continuano a pesare. Stellantis ha registrato una perdita netta di 2,3 miliardi nel primo semestre, con ricavi in calo del 13%, principalmente a causa della flessione in Nord America ed Europa. Interviene Gianmarco Giorda, Direttore Generale ANFIA.L’UE: «Su tasse digitali decidiamo noi», «nessun compromesso su norme alimentari e sanitarie»La Commissione europea ha chiarito che l’intesa con gli Stati Uniti non limita il potere regolatorio dell’UE in materia digitale. Nonostante l’impegno a non introdurre dazi sull’uso della rete, l’UE rivendica autonomia normativa. L’Italia, che applica una digital tax del 3%, si trova in una posizione delicata: l’85% del gettito proviene da big tech USA. Mentre la proposta di una digital tax europea è stata accantonata, anche a causa della mancanza di unanimità tra i Paesi membri e del rischio di ritorsioni statunitensi, l’ipotesi di una soluzione multilaterale in sede OCSE è in stallo. Il Pilastro 1 dell’accordo G7, volto a ridistribuire i diritti di tassazione, non ha ancora trovato applicazione. Intanto, altri Paesi come Canada, India e Regno Unito hanno sospeso, ridotto o escluso la loro web tax per evitare tensioni con Washington. Il commento è di Benedetto Santacroce, avvocato tributarista e collaboratore Il Sole24Ore.

APAC stocks traded with a mostly negative bias after a similar performance among global peers.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.2% after the cash market closed with gains of 0.3%.FX markets are contained, EUR/USD sits on a 1.15 handle, USD/JPY maintains its footing above the 148 mark.Bund futures lacked direction overnight. Crude futures were little changed but held on to most of the prior day's spoils.Looking ahead, highlights include Spanish GDP Estimate, US Advance Goods Trade Balance, Wholesale Inventories Advance, Consumer Confidence, Dallas Fed Services Revenues, Atlanta Fed GDPNow, ECB SCE, Supply from UK, Germany & US.Earnings from AstraZeneca, Barclays, Unite, L'Oreal, Air Liquide, Orange, Kering, Banca Generali, Terna, Endesa, Grifols, Visa, Marathon Digital, Starbucks, Booking, UnitedHealth, Sofi, Paypal, UPS, Spotify, Merck, Nucor, JetBlue, Procter & Gamble.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EU and US agreed on a trade deal with 15% tariffs; EU to buy USD 750bln in US energy, and make USD 600bln in investments.EC President von der Leyen later confirmed the 15% rate is for a vast majority of EU exports including cars, semiconductors and pharmaceuticals; 50% tariff on steel and aluminium remains.US and China are expected to extend the trade truce by 90 days, according to SCMP.APAC stocks are mixed with Japan lagging due to political uncertainty, US futures are higher (ES +0.5%), Europe set to open firmer (Eurostoxx 50 future +1%).DXY is steady with FX markets broadly contained, EUR/USD remains on a 1.17 handle, USD/JPY failed to hold above the 148 mark.Looking ahead, highlights include Dallas Fed Manufacturing Business Index, Treasury Financing Estimates, OPEC+ JMMC, US and China talks in Stockholm, supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he spoke with Fed Chair Powell on rates and the meeting was productive, while he noted that there was no tension and he repeated several times that he believes Powell will do the right thing.US Treasury Secretary Bessent said the US is in a pretty good place with China on trade, and he will talk to China about them buying sanctioned oil from Russia and Iran.Thailand's acting PM said escalation and progression of military exchanges with Cambodia is moving towards war.APAC stocks were lower after the mixed performance in the US; European equity futures indicate a flat cash market open with Euro Stoxx 50 futures unchanged after the cash market finished with gains of 0.2% on Thursday.Looking ahead, highlights include UK Retail Sales, German Ifo, US Durable Goods, Atlanta Fed GDPNow, ECB Survey of Professional Forecasters, Earnings from SGS, Rightmove, NatWest, Volkswagen, Eni, Centene, AutoNation & AON.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.US stocks closed mixed with underperformance in tech, APAC stocks were mostly higher; Nikkei 225 outperformed.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri. Other reports suggest August-end. European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.0% on Tuesday.DXY is flat, havens (CHF, JPY) lag G10 peers, antipodeans lead, EUR/USD remains on a 1.17 handle.Looking ahead, highlights include EU Consumer Confidence, US Existing Home Sales, Supply from UK, Germany & US.Earnings from VAT, Lonza, Equinor, Thales, Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed after failing to sustain the early upward momentum seen at the open following the fresh record intraday highs on Wall St.White House Press Secretary Leavitt said they could see more tariff letters for August 1st.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.4% after the cash market finished with losses of 0.3% on Monday.DXY is steady, JPY is the marginal laggard as Japan returns from holiday, EUR/USD failed to hold onto the 1.17 handle.Looking ahead, highlights include US Richmond Fed Index, NBH Policy Announcement, Fed Chair Powell & Bowman, ECB's Lagarde, BoE's Bailey, Supply from UK & Germany.Earnings from Akzo Nobel, ASM International, Dassault Aviation, Julius Baer, Lindt, SAP, Intuitive, Capital One, Baker Hughes, Coca Cola, Lockheed Martin, Philip Morris, RTX, DR Horton, Northrop Gruman, Danaher, MSCI & Pulte.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Japanese PM Ishiba vowed to stay on despite exit polls from the election showing that the ruling coalition lost its majority.APAC stocks began the week mostly in the green, markets in Japan were shut for a holiday.EU envoys are set to meet as early as this week to formalise a retaliation plan in the event of a possible no-deal scenario with the US, Bloomberg.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.3% after the cash market finished with losses of 0.3% on Friday.DXY is a touch lower, JPY outperforms post-election, EUR/USD remains on a 1.16 handle.Looking ahead, highlights include Canadian Producer Prices, US Leading Index Change.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly subdued following the lacklustre handover from Wall St.US President Trump says he is working on five to six trade deals and there will probably be two to three deals by August 1st.European equity futures indicate a marginally softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with losses of 0.3% on Tuesday.DXY is fractionally softer after gaining again yesterday, EUR/USD has returned to a 1.16 handle, Cable sits sub-1.34 pre-CPI.France's Marine Le Pen warned that if French PM Bayrou does not revise his public spending plan they "will seek to topple him".Looking ahead, highlights include UK CPI, US PPI, Industrial Production & Capacity Utilisation, Fed's Barkin, Barr, Cook, Hammack, Logan, Kugler & Williams, Supply from Germany, Earnings from J&J, PNC, BAC, Goldman Sachs, Morgan Stanley, ASML & Sandvik.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk