Morning Call Script - 03 Jan 2024
Overnight asset drivers & the impending data calendar
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What’s Moved Overnight
Asian shares followed Wall Street's lead with MSCI ex-Japan down a further 1% and CSI -0.50%
FX - USD has consolidated yesterday's gains EUR 1.0957, GBP 1.2638, AUD 0.6767, JPY 142.05 and CNH 7.1460
US data takes centre stage today, with ISM and this evening's Fed minutes key. Will the latter be used to pushback against the 6 cuts priced for 2024. Barkin is also set to speak.
Fed RRP remains in focus... when will QT end?
Watch out for Read on the Trading Floor, landing in the inbox of PRO subscribers around 17.30GMT (12.30EST).
This piece will focus on the key market narratives trending on Harkster.com. What users of our platform are consuming, what themes are top of mind and the key risk events they're researching. It will also document the top 10 links and podcasts consumed by our users over the previous day.
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Have a great day, and keep smiling!
Podcast for the Commute
The Day Ahead
EUR (08:55): German UER
USD (13:30): Fed Barkin
USD (15:00): ISM Manufacturing PMI
USD (15:00): ISM Employment and Price Index
USD (15:00): JOLTs Job Openings
USD (19:00): Fed Minutes
Stay informed throughout the day with our new commentary channel (‘Intraday Market Colour’) highlighting key notes, topics du jour, and HarksterHQ’s market updates around key data points and headlines.
Available on the HarksterPRO Research Platform.
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