Morning Call Script - 11 June 2024

Overnight asset drivers & the impending data calendar

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What’s Moved Overnight

•  "Stability"... Mkt's have consolidated in the Asia session following the risk averse start to the week

  • Nikkei 39155, CSI 3530, Crude $ 77.70, Brent $ 81.55, Gold $ 2300, XBT 67.8k, ETH 3550, EUR 1.0770, GBP 1.2735, AUD 0.6600, JPY 157.25, CNH 7.2670, US2s at 4.88% and US10s at 4.45%.

• Will you buy an iphone 15 to access "Apple Intelligence" and/or its new partnership with ChatGPT???

  • Reuters - Apple WWDC 2024: ChatGPT comes to iPhone; 'Apple Intelligence' unveiled

  • Bloomberg - Tim Cook Controls the iPhone, So He’s the New AI Kingmaker

  • Bloomberg - Musk to Ban Apple Devices If OpenAI Is Integrated Into OS

• Elsewhere in the news over the wkd

  • Reuters - France's far-right National Rally projected to win snap election without absolute majority

  • Telegraph - Rishi Sunak offers tax breaks to landlords in Tory manifesto

  • Bloomberg - Mexico’s Peso Sinks as Sheinbaum Embraces Judicial Reform

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Podcast for the Commute

• The Blind Squirrel - Pod: It 'AI'-n't Necessarily So!

The Day Ahead

• GBP (07:00): Claimant Count, April wages and UER

• ECB speak... Buch (08:30), Lane (12:00), Elderson

• USD (11:00): NFIB 

• USD (18:00): 10y Auction

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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