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February 15, 2024
Asia Market Update: Weak data out of Asian economies with JP prelim GDP showing recession while KR announces bigger business stimulus plan than COVID stimulus; Sovereign yields down across G-10; Focus on UK prelim Q4 GDP and US Retail Sales.
May 25, 2022
- Central Bank continue to step up the fight against inflation (RBNZ again raised by 50bps). - Several ECB members (Rehn, Panetta) stressed that the p
May 24, 2022
EU Mid-Market Update: More ECB speak on rate trajectory; Major Euro Area PMI data miss consensus. Notes/Observations - Despite no underlying changes i
May 4, 2022
Asia Market Update: Quiet session amid continuing holidays; AUD and Aussie yields extend rise following RBA rate hike, retail sales beat ests; Upcomin
February 24, 2022
- Safe haven flows dominate in the aftermath of the Russian special military offensive against Ukraine. - Brent moved above $100/barrel as Ukraine sit
December 15, 2021
Asia Market Update: Mixed and cautious equity trading session seen ahead of US Fed decision [Dec 15th]; China Nov data was mixed; UK CPI due later tod
November 24, 2021
Asia Market Update: Equity indices trade generally lower after Nasdaq decline; NZ dollar and yields drop after RBNZ avoids big rate hike; BOK expected
November 2, 2021
Asia Market Update: Equity indices trade mixed; RBA ended YCC (as expected), Aussie yield curve steepens. General trend - Nikkei 225 has remained mode
October 26, 2021
Asia Market Update: Equity indices trade generally higher after US gains; HSI lags, China to meet with property developers; AU yields rise ahead of CP
February 26, 2021
Following Asia drops after US losses; UST FUTs remained volatile; Aussie yields pared rise as RBA actedANALYSIS | 2/26/2021 5:52:16 AM GMT General Trend - After opening broadly lower equity indices are generally closer to session lows - Earnings reactions: [Australia] Lynas, Austal, BWX rise ; Harvey Norman, Orocobre, Isentia, Kogan.com decline; [Hong Kong]: ASM Pacific declines - BOJ might release March bond buying plan after the market close - C...