Podcasts about euro stoxx

APAC stocks were mostly firmer, taking their cue from Wall Street's gains amid light newsflow, whilst the looming delay of the US jobs report due to the government shutdown keeps focus on Fed speak and ISM data.US President Trump said he is considering taxpayer rebates of USD 1,000–2,000 funded by tariff revenue, according to Reuters.USD/JPY saw upside momentum as BoJ Governor Ueda stressed the importance of maintaining an accommodative monetary environment to support the economy.European equity futures are indicative of a mildly firmer open with the Euro Stoxx 50 future +0.2% after cash closed +1.1% on Thursday.Highlights include Turkish CPI (Sep), EZ & UK Final Composite PMIs (Sep), EZ Producer Prices (Aug), ISM Services (Sep), ECB's Lagarde, Schnabel, Fed's Williams, Jefferson, BoE's Bailey.Due to the US government shutdown, the following data will not be released: US NFP (Sep)Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mostly higher as the solid start to the quarter continues, Euro Stoxx 50 +1.3%; US futures marginally extend on Wednesday's gains, ES +0.3%DXY currently lower for a 5th consecutive session, peers modestly firmer across the board with JPY leadingEGBs softer into supply but despite mixed/tepid taps the complex has lifted back to initial marginal peaks, USTs flat with the docket thinner than usualCrude began firmer but has since pulled back to lows despite a lack of newsflow, spot gold has taken a slight breather while base metals remain underpinnedLooking ahead, highlights include US Challenger Layoffs (Sep), Chicago Fed BLS Unemployment forecast, BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's MendesDue to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug)Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Host: Mark Longo, Owner and CEO of The Options Insider Media Group Featured Guests: Russell Rhoads, Associate Clinical Professor at Indiana Kelley School of Business Matt Amberson, Principal and Founder of ORATS (Options Research and Technology Services) Daniel Murillo, Associate Vice President and US Sales Manager for Market Data and Services at Deutsche Börse (Eurex) For traders looking across the pond, data access is the key to unlocking opportunities. In this episode, our panel tackles the challenges of finding, analyzing, and utilizing quality European derivatives market data. On the Agenda: Data Deep Dive: Where can retail and professional traders find reliable, cost-effective data for Eurex products like EURO STOXX 50, DAX, and VSTOXX? Guests highlight essential free and paid resources. Backtesting the Continent: ORATS's Matt Amberson details how the unique, often sideways movement of European stocks offers different—and sometimes better—backtesting results for strategies like covered calls compared to the U.S. market's long bull run. The Race for Speed: Daniel Murillo of Eurex shares an insider look at the exchange's data services, including T+1 flows and new picosecond-level timestamping for High-Frequency Traders. VIX vs. VSTOXX: Russell Rhoads analyzes the difference in the futures term structure between VIX and VSTOXX, revealing why the European volatility index offers unique trading dynamics, especially as the U.S. trading day slows down.

US Government has officially gone into a shutdown. Weighing on the general risk tone in the early morning and the USD.European bourses have since bounce and extended to highs, Euro Stoxx 50 +0.3%; Healthcare leading. Stateside, futures remain lower awaiting data, ES -0.3%.DXY delved as low as 97.46 before recovering modestly, JPY tops the leaderboard, GBP & EUR both firmer though EUR losing some steam more recently.USTs contained awaiting data and shutdown updates, Bunds hit by soft supply, Gilts lag on Reeves.Crude initially steady but under increasing pressure this morning, XAU has resumed its ascent.Looking ahead, highlights include US ADP (Sep), ISM Manufacturing (Sep), Atlanta Fed GDP, BoC Minutes, Fedʼs Barkin, ECBʼs Elderson, de Guindos, Rehn, BoCʼs Rogers.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks eventually traded mostly firmer following the positive Wall Street performance on Friday, albeit participants remain cautious ahead of a risk-packed week that culminates with Friday's US jobs report.US President Trump said he will discuss the looming government shutdown with congressional leaders on Monday and believes Democrats may want to make a deal; he added that if Democrats refuse to make a deal, "the country closes", according to Reuters.The Trump administration is reportedly considering tariffs on foreign electronic devices based on the number of chips in each device, according to Reuters sources.OPEC+ will likely raise oil production quotas by at least 137k bpd at its October 5th meeting, according to Reuters, citing sources.European equity futures are indicative of a firmer cash open with the Euro Stoxx 50 future +0.3% after cash closed +1.0% on Friday.Looking ahead, highlights include Spanish CPI Flash (Sep), EZ Sentiment (Sep). ECB's Cipollone, Muller, Kazaks, Schnabel, Lane, BoE's Ramsden, Fed's Waller, Hammack, Musalem, Williams, Bostic, and UK Chancellor Reeves. Events include Bank of Israel Announcement, Labour Party Conference (29th Sept - 1st Oct). Earnings from Jefferies, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A firmer start to the week for equities, Euro Stoxx 50 +0.3%, ES +0.5%; focus on a packed labour market agenda for the week and the looming US gov't shutdown.President Trump will be meeting with congressional leaders at 20:00BST/15:00ET; ahead of this, Trump has said if the Democrats refuse to make a deal "the country closes".USD pulling back from last week's data induced gains, JPY leads into a packed week and supported by BoJ's Noguchi. EUR & GBP also firmerFixed benchmarks in the green, Bunds lead after mostly cooler-than-expected Spanish flash figures, Gilts await Chancellor ReevesCrude curtaield by OPEC+ production reports, XAU at another ATH, Copper posting modest gainsLooking ahead, highlights include ECB's Cipollone, Muller, Kazaks, Schnabel, Lane, BoE's Ramsden, Fed's Waller, Hammack, Musalem, Williams, Bostic. Events include Bank of Israel Announcement, Labour Party Conference (29th Sept - 1st Oct). Earnings from Jefferies, Carnival.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ce lundi 29 septembre, Antoine Larigaudrie a reçu Michel Delobel, gérant de portefeuille sous mandat MW Gestion, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

US President Trump announced 100% tariffs on Pharmaceuticals, 50% tariffs on all Kitchen Cabinets, Bathroom Vanities, and associated products, a 30% tariff on Upholstered Furniture, and a 25% tariff will be imposed on all “Heavy Trucks” made in other parts of the world.US President Trump signed an executive order on TikTok, saying he had good talks with Chinese President Xi and that China is fully on board. EU plans to impose tariffs of 25–50% on Chinese steel and related products, according to Reuters, citing Handelsblatt.APAC stocks traded mostly lower after being subdued for a bulk of the session following a similar performance stateside.European equity futures are indicative of a slightly firmer cash open with the Euro Stoxx 50 future +0.4% after cash closed -0.3% on Thursday.Looking ahead, highlights include US PCE (Aug), US University of Michigan Final (Sep), ECB's Cipollone, Lagarde, Fed's Barkin, Bowman, and supply from Italy.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks eventually traded mixed following the subdued lead from Wall Street; Japanese markets returned from holiday, Chinese markets were choppy before posting gains.Fed Chair Powell said that towards the next meeting, the Fed will look at labour market, growth data, and inflation data to assess whether policy is in the right place, adding that if it is not, they will move it there.DXY edged higher throughout the APAC session, EUR/USD briefly dipped under 1.1800, AUD was boosted by Aussie CPI, JPY weakened slightly post-PMI.US President Trump shifted his stance on Ukraine and said he thinks Ukraine, with the support of the EU, is in a position to fight and "win" all of Ukraine back in its original form.OpenAI, Oracle (ORCL), and Softbank (9984 JT) announced five new US data centres; NVIDIA (NVDA) director Mark A. Stevens sold over 350k common shares.European equity futures are indicative of a softer cash open with the Euro Stoxx 50 future -0.4% after cash closed +0.6% on Tuesday.Looking ahead, highlights include German Ifo Survey (Sep), Supply from Italy, UK, Germany, US, Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks eventually traded mixed as the positive sentiment from Wall Street failed to sustain during APAC trade despite a lack of fresh catalysts. there was an absence of Japanese volume as participants were away due to the Autumnal Equinox holiday.OpenAI and NVIDIA announced a strategic partnership to deploy 10 gigawatts of NVIDIA systems, with NVIDIA to invest up to USD 100bln in OpenAI.US President Trump to speak at 09:50 ET /14:50 BST at the UN General Assembly; EU and E3 to meet the Iranian Foreign Minister at 10:00ET / 15:00 BST on Tuesday.European equity futures are indicative of a flat/firmer open with the Euro Stoxx 50 Future +0.1% after cash closed with losses of 0.3% on Monday.Looking ahead, highlights include EZ/UK/US Flash PMIs (Sep), US Richmond Fed Index, Riksbank Announcement; NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from Netherlands, UK, Germany, US; Earnings from Micron, Kingfisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We bespreken met huisanalist Danny Reweghs de toetreding van Argenx tot de Euro Stoxx 50, het elite-kransje van de Europese beurswereld. En farmareus Pfizer koopt zich toegang tot de felbegeerde markt van de afslankmiddelen, met de miljardenovername van Metsera. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

APAC stocks traded mixed after Chinese markets failed to benefit from the phone call between US President Trump and Chinese President Xi on Friday, with some citing a lack of concrete progress.US lawmakers face a deadline of September 30th to pass a funding bill to avoid a government shutdown. Members of the Senate are not scheduled to return to Washington until September 29th, and House lawmakers are not due to return until October 7th, according to NBC.Estonia triggered NATO Article 4 after three Russian MiG-31 jets entered its airspace on Friday, while Germany scrambled fighter jets to track a Russian plane over the Baltic Sea over the weekend.European equity futures are indicative of an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed flat on Friday.Looking ahead, highlights include EZ Consumer Confidence Flash (Sep), Canadian Producer Prices (Aug); Speakers include BoE's Pill, Bailey, Fed's Williams, Musalem, Barkin, Hammack, BoC's Kozicki; Supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tous les matins, Étienne Bracq revient sur les performances des principaux marchés boursiers et les tendances du moment dans Morning Briefing, dans l'émission Good Morning Business, présentée par Laure Closier, sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.US President Trump said he will be harsh if he has to ask Russian President Putin for a ceasefire, but it doesn't feel like the time to do so.US President Trump reportedly seeks to speed up large power projects to meet AI demand.APAC stocks traded mixed as the region only partially sustained the momentum from Wall St, where the S&P 500, DJIA and NDX climbed to fresh record highs.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures flat after the cash market closed with gains of 1.6% on Thursday.Looking ahead, highlights include UK Retail Sales (Aug), German Producer Prices (Aug), Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call, Speakers include BoJ Governor Ueda, Speakers including ECB's Lagarde, Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fed cut rates by 25bps to 4.00-4.25%, as expected, citing a shift in risk balance. Bowman and Waller joined consensus, calling for a 25bps reduction; new Governor Miran dissented, preferring a 50bps cut.Nine of the 19 Fed officials see two additional cuts in 2025, two see one cut, and six see no more reductions.Fed Chair Powell said he doesn't feel the need to move quickly on rates, and that “you could think of the cut as a risk management cut”, and that decisions will be taken on a meeting-by-meeting approach.Markets saw an initial dovish reaction to the FOMC statement followed by a hawkish reversal heading into and during Chair Powell's press conference. Fed rate cut in December still fully priced in.APAC stocks traded mixed following the choppy reaction to the FOMC meeting; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include US Jobless Claims, New Zealand Trade Balance (Aug), BoE Announcement, Norges Bank Announcement, SARB Announcement, Speakers include ECB's Lagarde, de Guindos, Nagel & Schnabel, US President Trump & UK PM Starmer press conference, Supply from Spain, France & US, Earnings from FedEx & Lennar.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed with global risk sentiment cautious ahead of the crucial FOMC policy decision.White House said it was further extending the TikTok enforcement delay, with the deadline to sell TikTok extended until December 16th.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 1.3% on Tuesday.DXY is flat after yesterday's selling pressure. EUR/USD retains a firm footing on a 1.18 handle, GBP awaits UK inflation metrics.USTs and Bunds are steady. Crude futures slightly eased back from this week's peak.Looking ahead, highlights include ECB Wage Tracker, UK Inflation (Aug), EZ HICP Final (Aug), New Zealand GDP (Q2), US Atlanta Fed GDP, FOMC Announcement, BoC Announcement, BCB Announcement, Bank of Indonesia Announcement, ECB's Lagarde, Nagel, Cipollone, Fed Chair Powell, BoC's Macklem & US President Trump, Supply from Germany & UK, Earnings from General Mills.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

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.

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

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

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

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

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