Newsquawk Rundown, Daily Podcast

European bourses are firmer across the board, Euro Stoxx 50 +1.8%, after a cautious APAC handover following Friday's selling pressure.Stateside, futures are currently posting more modest upside of around 0.5% with Fed's Jefferson (voter) due.DXY is softer but remains above 105.00 with GBP outperforming on UK-EU N. Ireland deal optimism; Antipodeans lag slightly.Bonds remain underpressure though current losses are relatively modest,...

APAC stocks traded cautiously heading into month-end and following on from the soft close on Wall St. on Friday.European equity futures are indicative of a slightly positive open with the Euro Stoxx 50 +0.1% after the cash market closed down 1.9% on Friday.DXY sits on a 105 handle, JPY marginally leads G10 FX, Antipodeans lag.UK PM Sunak's office said he will meet with EU's von der Leyen for talks on Northern Ireland Brexit deal late...

European bourses are contained/slightly firmer, with fresh drivers limited as the focus is on geopolitics and upcoming US data.Stateside, futures are softer but with the ES just above 4k, the NQ is the laggard following some recent pressure in the fixed income complex.DXY remains firmer on the session though is yet to meaningfully advance higher, to the mixed fortune of peers with JPY lagging post-Ueda while EUR & GBP are flat.EGBs...

APAC stocks traded mostly rangebound after the choppy but positive performance on Wall St.BoJ Governor nominee Ueda noted that current monetary policy is appropriate and Japan still needs more time for inflation to sustainably hit 2%.European equity futures are indicative of a higher open with the Euro Stoxx 50 +0.4% after the cash market closed up 0.4% yesterday.DXY is steady around the 104.50 mark, USD/JPY was choppy alongside Ueda,...

European bourses are firmer on the session with a hefty earnings docket dictating action after an uninspiring APAC handover.Stateside, futures are broadly-speaking in-fitting with Europe though the NQ +0.7% outperforms given tailwinds from NVIDIA's after-market update.The DXY continues to grind higher at the top-end of 104.30-65 parameters to the mixed fortune of peers; Antipodeans outperform and GBP lags despite Mann.Gilts are the...

APAC stocks lacked firm direction with price action mostly rangebound amid the mixed US close and with Japanese markets closed.FOMC minutes noted a few participants favoured a 50bps hike and all agreed more rate hikes are needed.European equity futures are indicative of a higher open with the Euro Stoxx 50 +0.4% after the cash market closed down 0.2% yesterday.DXY is a touch softer but maintaining 104 status, support in EUR/USD at...

European bourses are softer across the board as hawkish price action remains in full swing, US futures contained pre-Minutes.DXY remains underpinned by haven dynamics to modest detriment of peers ex-NZD after a 50bp RBNZ hike and guidance for further tightening.Core fixed has bounced following well-received EZ/UK supply, in a rebound from marked initial pressure with Bunds printing a fresh YTD trough.Commodities are underpressure by the...

APAC stocks were subdued after the declines on Wall St (S&P 500 -2.0%) where strong PMI data prompted hawkish central bank repricing.European equity futures are indicative of a softer open with the Euro Stoxx 50 -0.2% after the cash market closed down 0.5% yesterday.DXY maintains 104 status, antipodeans diverge as NZD rises post-RBNZ with FX markets otherwise contained. RBNZ delivered a widely expected 50bps rate hike,...

European bourses & US futures remain negative but have lifted from the trough that occurred amid the morning's Flash PMIs; further pressure seen post-HD earnings.DXY has derived support from upside in US yields, risk aversion and a loss of momentum in some peers, with the index holding around 104.00 despite being pressured to a 103.86 trough post UK PMI data.A release which sent GBP/USD to a 1.2113 peak from circa. 1.2000 before hand in a marked hawkish move...

APAC stocks were subdued with trade mostly kept rangebound in the absence of a lead from Wall Street.European equity futures are indicative of a softer open with the Euro Stoxx 50 -0.1% after the cash market closed down 0.1% yesterday.DXY is marginally firmer and back on a 104 handle, FX markets were broadly contained overnight, NZD marginally lags.UK PM Sunak was warned not to undermine Northern Ireland and that an N.I. deal could...