Morning Call Script - 12 Mar 2024
Overnight asset drivers & the impending data calendar
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What’s Moved Overnight
Inflation day (HarksterHQ's Preview)… APAC has been in a holding period waiting for the main data point of the week, month and potentially quarter.
Excellent piece from Kevin Muir aka The MacroTourist. The Fed is following realized inflation trending lower but not watching forward inflation rallying.
The MacroTourist - FORWARD INFLATION IS RALLYING
Cisco vs Nvidia... nothing is ever "new", but are Nvidia's earnings gains sustainable?
Bloomberg - Nvidia Vs. Cisco — A Bubble by Any Other Metric
Markets elsewhere - Nikkei 38741, CSI 3596, Crude 78.25, Brent 82.60, Gold 2175, EUR 1.0940, GBP 1.2820, AUD 0.6615, CNH 7.1810, JPY 147.40, 10s at 4.10%.
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Have a great day, and keep smiling!
Podcast for the Commute
The Day Ahead
EUR (07:00): German inflation rate
GBP (07:00): UK employment and avg earnings
USD (12:30): Headline and Core CPI
BoE's Butt (14:05)
ECB's Buch (16:00)
USD (17:00): 10year auction
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