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Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
Trump lifted the tariff on China to 125% with immediate effect, announced a 90-day pause & cut reciprocals to 10% for nations that asked for talks.Sparked significant risk on with US bourses closing higher by around 10%, APAC stocks surged & European futures are markedly higher.DXY gave back Wednesday's strength, FOMC Minutes a non-event; EUR higher but shy of 1.10, USD/JPY faded from highs above 148.00.USTs rebound from lows, aided by a strong 10yr tap. Bunds & JGBs hit on the 90-day pause.Crude followed the broader risk tone, metals surge.Looking ahead, highlights include Norwegian & US CPI, US Jobless Claims, Chinese M2 Money Supply, Speakers including RBA's Bullock, BoE's Breeden, Fed's Logan, Bowman, Schmid, Goolsbee & Harker, SNB's Tschudin & Moser, Supply from Spain & US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses gain as they react to Trump's 90-day tariff pause whilst US futures wane.USD is softer vs. most peers as markets digest Trump's tariff walk back.“Beautiful” trade for USTs, Gilts bid but fading, Bunds languish in the red.Crude remains subdued while base metals surge and gold holds onto gains.Looking ahead, US CPI, US Jobless Claims, Chinese M2 Money Supply, Speakers including, BoE's Breeden, Fed's Logan, Bowman, Schmid, Goolsbee & Harker, SNB's Tschudin & Moser, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Send us a textDollar traders await US CPI data amid global trade turbulence. RBNZ to cut by 25bps, could maintain dovish stance. China's CPI and PPI to reveal tariff impact on inflation. Strong UK GDP data could help the pound climb higher.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.
US equity futures are lower after a strong close on Wednesday. European markets opened weaker, while Asia equities are tilting lower. Markets remain cautious as trade tensions escalate following Trump's overnight imposition of 25% tariffs on Canadian steel and aluminum, prompting swift retaliation from Canada and the EU. Meanwhile, Goldman Sachs cut its year-end S&P 500 price target after recently lowering its 2025 GDP forecast. The US CPI report came in softer than expected, with both headline and core inflation below forecasts. The Bank of Canada cut rates by 25 basis points, marking its seventh consecutive cut. In geopolitical developments, Ukraine has signaled willingness to accept a 30-day ceasefire proposal now under review by Moscow.Companies Mentioned: Amazon, NRG Energy, Sunnova Energy
Daniel talks about the latest US CPI figure, the reaction from asset classes, and signs of bottoming-out in US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. India's headline inflation print of a seven-month low at 3.61 percent on-year, while US CPI came in at 2.8 percent on-year, lower than expectations. Also, catch Samir Bhandari, Co-founder & CFO, hBits on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
In today's episode of The Daily Voice, Sam reviews yesterday's key headlines, which includes a cooler than expected US CPI report. Sam goes onto discuss why it is important that equity markets have a good day today to make the most of this momentum, and why seasonality could be the helping hand it needs.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares hovered above the flatline today as investors continue to digest the outlook for the US economy. The Straits Times Index nudged 0.02% higher to 3,833.84 points at about 2.20pm (2.19pm), with a value turnover of S$1.06B in the broader market. In terms of companies to watch, we have City Developments Ltd. after the property giant’s executive chairman Kwek Leng Beng said in a statement last night that he will be discontinuing his lawsuit against his son Sherman Kwek and six other members of the CDL board. Elsewhere, from US consumer prices increasing less than expected in February to what Trump’s US$1.4 trillion tariff threat means for companies – more international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital.See omnystudio.com/listener for privacy information.
Send us a text· Softer-than-expected US CPI report offers some relief from trade frictions· But equities can't sustain gains as Canada and EU slap counter tariffs on US· US government shutdown threat also weighs on markets· Dollar mixed, gold approaches all-time highRisk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
European bourses are in the green as sentiment in the complex improves; US futures are also higher with the NQ slightly outperforming.USD is a little firmer ahead of US CPI data, JPY lags peers.Bonds are bearish overall amid supply, inflation updates & German fiscal developments.Oil and base metals firmer, gold trades sideways ahead of US CPI.Looking ahead, US CPI, BoC & NBP Policy Announcements, OPEC MOMR, US 25% tariff on all imports of steel and aluminium come into effect, Speakers including RBA's Jones, ECB's Centeno, Nagel, Lane & BoC's Macklem, Supply from the US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks traded mixed following the choppy performance stateside where the focus was centred on tariff rhetoric and Ukraine ceasefire talks.US President Trump's 25% tariffs on steel and aluminium took effect with no exemptions; cancelled 50% tariff on Canada.Ukraine expressed readiness to accept the US proposal to enact an immediate and interim 30-day ceasefire.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 1.4% on Tuesday.FX markets are broadly contained, DXY lingers around 103.50, EUR/USD is holding just above the 1.09 mark, JPY marginally lags.Looking ahead, highlights include ECB Wage Tracker, US CPI, BoC & NBP Policy Announcements, OPEC MOMR, RBA's Jones, ECB's Lagarde, Villeroy, Escrivá, Nagel, Lane & BoC's Macklem, Supply from UK, Germany & US, Earnings from Adobe, Brenntag, Puma, Rheinmetall, Porsche & Inditex.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of Market Bites, Sam and Neža discuss the current state of the markets, focusing on the recent sell-off, the upcoming US CPI report, and the implications for investors. They explore the volatility in the market, the challenges of timing investments, and the potential for recovery. The conversation also delves into the significance of AI developments, particularly CoreWeave's recent contract with OpenAI, and how these advancements could shape the future of the industry.
In today's episode of The Daily Voice, Sam reviews yesterday key headlines, focussing specifically on the S&P 500 entering a correction (10% down from its recent peak). Sam also discusses the latest tariff headlines and previews the upcoming US CPI report, and explains what markets could be affected.
Send us a textTrump's shenanigans continue, new tariffs in place. Focus shifts to the US CPI report and BoC. Stronger US inflation could boost the dollar. Yen weakens, but wage agreements support a hawkish BoJ.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.
The Nasdaq Composite rose on Wednesday after a soft inflation report eased concerns about the economy and as investors snapped up beaten-up technology shares. The Nasdaq added 1.22% and closed at 17,648.45, while the S&P 500 gained 0.49% to end at 5,599.30. The Dow Jones Industrial Average slipped 82.55 points, or 0.2%, to settle at 41,350.93.US CPI 0.2% below expectations SPI up 18 - Gold and oil firm.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Another day, another drubbing as the ASX falls 104 points to 7786 (1.3%) with banks soggy again. The Big Bank Basket down to $236.66 (-1.7%) with NAB and WBC the worst affected. MQG dropped another 1.4% with ASX off 3.8% despite good volumes recently. GQG fell 2.4% and CGF off 1.5%. REITs also in the seller's sights, GMG bucked the trend, up 0.5% and SGP off 1.0% with healthcare under pressure as the holy trinity of CSL, RMD and COH all lost ground. Industrials found it tough going today, TCL fell 1.9% with WES off 2.6% and BXB down 2.6% with ALL slipping 1.6%. Retail once again saw selling, JBH off 1.0% and NCK down 3.5%. Travel stocks all fell, significantly as did gaming stocks, tech slipped with WTC down 1.7% and XRO off 1.1% as the All-Tech Index dropped 1.1%. Resources were again a mixed bag; gold miners rallied but somewhat muted, RMS fell 8.7% on a disappointing mine plan, EVN rose 0.8% and NEM was up 1.5%. BHP and RIO all fell 1.8% with FMG finding some friends up 1.5%. Lithium remains depressed and uranium stocks mixed. PDN up 2.7% and DYL up 3.2%. Oil and gas stocks eased back. In corporate news, IPH fell 10.0% as the CFO quit. Nothing on the economic front with US CPI due tonight. Asian markets eased slightly and 10-year yields rose to 4.43%. US Futures slightly positive.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Kristina Clifton and Carol Kong discuss the key drivers for currencies this week including the fiscal plans in Europe, the US consumer price index for February, the Bank of Canada's policy meeting and Japan's Shunto wage negotiations. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.
In today's episode of The Daily Voice, Sam previews the morning session where APAC stocks traded mixed following China's weaker than expected inflation print. Sam goes on to discuss the week ahead which includes US CPI, a Bank of Canada rate decision, tariff implementations, and earnings from Adobe and DocuSign.
Send us a textInvestors rethink tariff impact on US economy. Dollar's pain could worsen as US CPI expected to ease slightly. Bank of Canada faces rate cut dilemma amid US tariffs.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.
Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the global economy seems to be settling back into a low growth phase on the back of the sharp rise in policy uncertainty in the US.But first, in the week ahead we will get our December trade balance update and data on building permits for January. And the first of the quarterly data sets building for our March 19 GDP result for Q4-2024 will come in, this one recording the construction work completed in the quarter. All relatively minor. There will also be another full dairy auction on Wednesday.Internationally the week will end with the US non-farm payrolls report for the US, for February (where a modest gain of +133,000 is now expected), more US PMI data plus factory order data. Tariff action may well overshadow these however. In Europe it will be all about their ECB decisions (expect a -25 bps rate cut), and inflation updates. Australia will release Q4-2024 GDP results, and trade balance data, as will Canada and China.Over the weekend China released its February PMI data and it was not negative. Their official factory PMI shifted back to a very minor expansion (although that is probably being generous). Their services sector is also officially expanding, also minor.And minor as well was the rise in South Korean exports, much less than expected in February. This came off the back of the unexpected January slump, one that was deeper than first reported. Although South Korean export growth been generally trending lower for about a year now, so have their imports, and that allowed them to report their second highest current account surplus ever.India reported Q4-2024 GDP results and those came in at a +6.2% rate, better than the +5.6% in Q3, but just missing analyst estimates of +6.3%.In the US, the widely watched PCE inflation level came in at 2.5% for January, down from 2.6% in December, and back to November's level. (The US CPI rate for January was 3.0%.) From a year ago, personal disposable incomes were up +1.8% and personal expenditures up +3.0%, so this isn't tracking in a favourable direction now. People will notice that and take household budget actions, such as increasing debt or cutting spending. When uncertainty levels are high, spending cutbacks are the more likely.The sharp jerk in trade policy direction has brought sharp changes in American commercial behaviour. First there was a large spike in imports, up 12%, driving their merchandise trade deficit to a mammoth -$US$153 bln in January. That is an all-time record and by a country mile.Secondly, American wholesale inventories jumped in January, especially for consumer goods which were up +2.1% from a year ago. Retail inventories rose even faster, up +5.1%.The Chicago PMI, which was in deep contraction over the December/January period recovered in February, but it is still contracting, just less so.The Trump administration designated importing timber a "national security issue" justifying new tariffs. They also said XRP (Ripple), SOL (Solana), and ADA (Cardano) would be in their new US crypto strategic reserve, jumping the prices of almost all cryptos including bitcoin (and their own personal wealth).North of the border, the good Canadian data continues. This time it is their Q4-2024 GDP growth rate, up +2.6% from a year ago, better than the Q3-2024 growth of +2.2%, and much better than the expected Q4 rate of +1.9%. Driving the rise was rising household spending, rising exports, and rising business investment. Of course, things for Q1-2025 are much more uncertain, although it will be interesting to see the echo of the 'Buy Canadian, Bye Americans' movement on their GDP. Perhaps it may give a Q1 fillip?Global air travel is rising fast. International passenger travel rose +12.4% in January from the same month in 2024. That makes it an all-time high, eclipsing pre-pandemic levels. Asia/Pacific travel rose more than +20%.Meanwhile air cargo traffic rose +3.2% on the same basis, although up +7.5% in the Asia/Pacific region.We should probably note that the coal price has fallen to a four year low, and back to prices it first achieved in 2016. And not only are oil prices lower, there are falls too for zinc, lead and nickel too, all core indicators of global factory demand. Lithium is also having trouble getting back up off the canvas.The UST 10yr yield is at 4.20%, down -3 bps from Saturday at this time, down -22 bps for the week as risk aversion takes hold.The price of gold will start today at just under US$2857/oz and up +US$12 from Saturday. A week ago it was at US$2938/oz so a -US$81 drop since then.Oil prices are little-changed, still just under US$70/bbl in the US but the international Brent price is still just under US$73/bbl. Both prices are -US$1 lower than a week ago.The Kiwi dollar is now at 55.9 USc and down -10 bps from Saturday. That is a -160 bps drop in a week. Against the Aussie however we are still little-changed at 90.2 AUc. Against the euro we are also little-changed at 53.9 euro cents. That all means our TWI-5 starts today just on 66.2, unchanged from Saturday, down -100 bps for the week.The bitcoin price started today at US$91,401 and up a net +9.2% from this time Saturday on the US crypto reserve news. Volatility over the past 24 hours has been high at +/- 3.6%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.
Over the least three years, the consumer staples sector has lagged behind the broader S&P 500. The first US CPI reading of 2025 showed core inflation rising at its fastest pace in nearly a year, amid a further uptick in goods prices and ongoing stickiness in services inflation. What are the factors driving the hesitancy to be invest in consumer staples? Is an upside around the corner? Joining us to unpack today's consumer story is Chase Bethel, Fidelity Equity Research Analyst, who covers the US Staples, Retails and Hardlines sectors. Recorded on February 14, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
APAC stocks traded somewhat mixed albeit with a mostly positive bias among the major indices following the two-way price action across global markets owing to hot US CPI data and geopolitical optimism.US President Trump posted on Truth that he had a lengthy and highly productive phone call with Russian President Putin, and they agreed to have their respective teams start negotiations immediately. Trump then said he spoke to Ukrainian President Zelensky and the conversation went very well.US President Trump did not sign reciprocal tariffs order on Wednesday after stating that he may, while the White House schedule showed President Trump is to sign executive orders on Thursday at 13:00EST/18:00GMT.Fed Chair Powell offered a note of caution on the latest CPI reading and said the Fed targets PCE inflation, which is a better measure, and stated they will know what PCE readings are late on Thursday after the PPI data.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up by 1.1% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Final CPI, UK GDP Estimate and Services, Swiss CPI, US Jobless Claims, PPI, IEA OMR, Supply from Italy & US, Comments from ECB's Cipollone.Earnings from Datadog, Baxter, Deere, Duke Energy, GE Healthcare, PG&E, Coinbase, Draftkings, Applied Materials, Airbnb, Palo Alto, Roku, Wynn, Siemens, Delivery Hero, Commerzbank, Nestle, Orange, British American Tobacco, Unilever, Barclays & Moncler.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital.See omnystudio.com/listener for privacy information.
In today's episode of Market Minutes, Vaibhavi Ranjan breaks down the key market developments for February 13. Indian equities staged a strong recovery from the day's low in the last session, with Sensex bouncing back nearly 800 points. Will this momentum lead to an upside into the green, or is more volatility ahead? Meanwhile, Kotak Mahindra Bank is in focus after the RBI lifted restrictions, while Hindalco, Honasa Consumer, and Bharat Forge react to their Q3 earnings. On the global front, inflation worries resurface as US CPI data comes in hotter than expected, putting Wall Street under pressure. Asian markets, however, opened higher, shrugging off US losses. Stay tuned for stock insights, expert opinions, and all the latest market buzz!
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
APAC stocks were ultimately mixed with price action somewhat choppy following the similar performance stateside.US President Trump responded "We'll see" when asked if reciprocal tariffs are still coming on Wednesday.European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 future up 0.2% after the cash market closed with gains of 0.6% on Tuesday.FX markets are broadly steady asides from JPY which is the standout laggard across the majors.Looking ahead, highlights include US CPI, OPEC MOMR, BoC Minutes, ECB's Elderson, Fed Chair Powell, Bostic, Waller & BoE's Greene, Supply from UK, Germany & USEarnings from Vertiv, CVS, Barrick Gold, Biogen, Reddit, AppLovin, Robinhood, Heineken, ABN AMRO, Barratt, Redrow, Siemens Energy, Michelin & EssilorLuxottica.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump responded "We'll see" when asked if reciprocal tariffs are still coming on Wednesday.European bourses hold an upward tilt pre-US CPI and with tariffs capping optimism; US futures are mixed.USD steady ahead of CPI, JPY is on the backfoot given the yield environment.USTs trade steady ahead of CPI, German yields continue their march higher.Crude slips on inventories which saw a surprise build in headline crude stockpiles, reports suggest there is “some optimism about reaching a solution” on Middle Eastern talks.Looking ahead, US CPI, OPEC MOMR, BoC Minutes, Speakers including Fed Chair Powell, Bostic, Waller & BoE's Greene, Earnings from Vertiv, CVS, Biogen, Reddit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnquist, Chief Technical Strategist at LPL Financial.See omnystudio.com/listener for privacy information.
In today's episode of The Daily Voice, Sam previews the upcoming US CPI number and explains what markets could potentially move, why they might move, and what the Fed would like to see. Sam goes onto preview the upcoming earnings and discuss what the latest updates are from Trump regarding tariffs.
Kristina Clifton and Carol Kong discuss the key influences on currency markets this week. Tariff announcements could push the Australian dollar lower. Markets will also watch FOMC Chair Powell's testimony to Congress and the US CPI for January. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.
In today's episode of The Daily Voice, Sam discusses the gap lower seen across US equities last night following the ongoing 'trade war'. Sam goes onto preview the week ahead which includes US CPI, UK GDP and earnings from big companies like McDonald's, BP, Shopify, Reddit and Coinbase.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.
There was a clear relief rally in both the stock and rates market, following softer-than-expected US CPI numbers last week. In the grand scheme of things however, asset pricings have swung between growth and inflation or policy shocks over the past year. In this episode, Richard Tang, Head of Research Hong Kong at Julius Baer, discusses the significant treasury moves over the past year, the implications of the latest CPI print, and what to watch out in rates and equities markets.
Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next prime minister already? US CPI cools, bringing relief to the bond market. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries! Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.
APAC stocks traded mostly higher as the region took impetus from the rally on Wall St in the aftermath of the soft-leaning US CPI data which boosted Fed rate cut bets and saw money market pricing of cuts for this year return to around pre-NFP levels.US official said a Gaza hostage and ceasefire deal was reached and will take effect on 19th January; the deal outlines a six-week initial ceasefire phase that includes a gradual withdrawal of Israeli forces from central Gaza and the return of displaced Palestinians to northern Gaza.Fed's Williams (voter) said he doesn't see higher yields reflecting a big inflation view shift and is not surprised bond yields have risen; Fed's Goolsbee (2025 voter) said he still sees continued progress on inflation.BoJ is said to see a good chance of a January rate hike barring a major market rout following Trump's inauguration, according to Bloomberg citing several unnamed people.BoE's Taylor said he expects the underlying trend of inflation to remain on track towards the 2% target from now on and his base case on rate cuts is around 100bps this year.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market gained 1.0% on Wednesday.Looking ahead, highlights include UK GDP, US Jobless Claims, Philly Fed Index & Retail Sales, ECB Minutes, NBP Policy Announcement, Treasury Secretary nomination hearing for Scott Bessent, Comments from BoC's Gravelle, Supply from Spain & the US, Earnings from Taylor Wimpey, Whitbread, Wise, Pearson, Richemont, TSMC, UnitedHealth, Bank of America, Morgan Stanley, USB, PNC & Infosys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. Few investors expect the US CPI data to convince the Fed to cut its main interest rate at its meeting later this month, but hope that it could open the door back up to cuts later in the year. Also, catch Kunal Shah, Senior Research Analyst, Carnelian Capital on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
Mining Stock Daily discusses the recent rally in precious metals, particularly gold, following positive US CPI data. The focus shifts to Newcore Gold's exploration efforts in Ghana, highlighting promising drill results from the Enchi project. CEO Luke Alexander elaborates on the drilling strategy aimed at resource conversion and the potential for future exploration. The discussion also includes comparisons with peer companies and the upcoming Indaba mining conference, emphasizing the company's growth prospects and news flow.
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
APAC stocks were choppy after a similar performance stateside where PPI data printed cooler-than-expected ahead of the incoming US CPI report.European equity futures indicate a mildly positive open with Euro Stoxx 50 futures up 0.1% after the cash market closed with gains of 0.5% on Tuesday.DXY is flat, EUR/USD rests just below 1.03, Cable is pivoting around the 1.22 mark, JPY leads.BoJ Governor Ueda said he wants to discuss and decide whether to raise rates at next week's policy meeting.Looking ahead, highlights include German Wholesale Price Index, FY GDP, UK CPI, EZ Industrial Production, US CPI, IEA OMR, OPEC MOMR, Fed Beige Book, BoE's Taylor, ECB's de Guindos, Fed's Barkin, Kashkari, Williams & Goolsbee, Supply from UK & Germany, Earnings from JPMorgan, Goldman Sachs, BlackRock, Citi, Wells Fargo, Bank of New York Mellon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Stocks hold modest gains, FTSE 100 outperforms post-CPI; US bank earnings due.DXY lower ahead of US CPI, GBP resilient in the wake of soft inflation metrics, JPY leads.Gilts inflated by CPI, JGBs dented by Ueda & USTs await CPI.Choppy trade in crude while precious metals tilt higher and base metals trade mixed.Looking ahead, US CPI, OPEC MOMR, Fed Beige Book, Speakers including BoE's Taylor, Fed's Barkin, Kashkari, Williams & Goolsbee. Earnings from JPMorgan, Goldman Sachs, BlackRock, Citi, Wells Fargo, Bank of New York Mellon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. Market experts recommend that participants should view any uptick as an opportunity to trim positions during further recovery, particularly in the midcap and smallcap segments. Also, catch Prakash Diwan on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.
Kristina Clifton and Joseph Capurso talk about the top three influences on currency markets this week including the US CPI, Australian labour force data and China's fourth quarter GDP which will tell us if the Chinese authorities met their 2024 economic growth target of ‘around 5%'. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
APAC stocks traded mixed following a soft US handover, although Chinese markets continued to benefit from the easing in China's overall monetary policy stance.DXY and UST futures were flat within a tight range as traders look towards the US CPI release ahead of next week's FOMC meeting.Crude futures were firmer in a continuation of the China optimism; upside was experienced following reports that the US is weighing harsher oil sanctions against Russia weeks before Trump returns to office.European equity futures are indicative of a subdued cash open with the Euro Stoxx 50 future -0.1% after cash closed -0.7% on Tuesday.Looking ahead, highlights include US CPI, BoC & BCB Policy Announcement, BoC Governor Macklem, Rogers, supply from UK and US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses began the session entirely in the red, but sentiment has improved to display a mixed picture; NQ incrementally outperforms in the US.Dollar bid as markets digest reports of China allowing a weaker yuan, JPY choppy amid BoJ sources.China's top policymakers are considering allowing the Yuan to weaken in 2025 as Trump tariff looms, via Reuters citing sourcesMixed performance for paper, US 10yr supply looms.Crude initially hampered by Yuan-reports, but has since pared with crude now at session highs; metals on the backfoot.Looking ahead, US CPI, BoC & BCB Policy Announcement, BoC Governor Macklem, Rogers, supply from the US, Earnings from Macy's, and Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI data and a preview of Oracle earnings. In the UK – a look ahead to the upcoming ECB decision. In Asia – a look ahead to the upcoming RBA decision and Australia's social media ban for teens. See omnystudio.com/listener for privacy information.
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.