Morning Call Script - 03 May 2024
Overnight asset drivers & the impending data calendar
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What’s Moved Overnight
Apple's record $110bln share buyback programme the headline but under the hood there was also better than expected performance numbers from the Chinese mkt...
Japan on holidays today and Monday, the threat from authorities remains given the thin liquidity
Markets overnight.... Nikkei 38250, CSI 3605, Crude $ 79.20, Brent $ 83.85, Gold $ 2305, XBT 59.5k, EUR 1.0735, JPY 152.90, GBP 1.2550, AUD 0.6575, CNH 7.1980, 10s at 4.58%.
Traditional quiet London mng session before the NFP lottery
Look out for tomorrow’s concise weekend read, recapping what the street consumed over the week, which articles were of focus and which topics were researched. Macro narratives will be interwoven with recommended reading as well as “Top 10 reads of the past week” and "Top 5 podcasts of the past week". Landing in the inbox of PRO subscribers around lunchtime.
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Have a great day, and keep smiling!
Podcast for the Commute
The Rest is Politics - How to buy the White House
The Day Ahead
GBP (09:30): S&P Global Services Final PMI
GBP (09:30): S&P Global Composite Final PMI
TRY (12:00): MPC Meeting
USD (13:30): NFP, UER, AHE
USD (15:00): ISM Services PMI
Fed Speak - Goolsbee, Williams and Cook
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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