Discover more from Harkster HQ
Morning Call Script - 18 Sept 2023
Overnight asset drivers + the impending data calendar
With limited data, and plenty of major CB events ahead this week (Fed, BoJ and BoE) it has been a quiet Wellington open with the USD broadly consolidating against the majors (EURUSD 1.0670, AUDUSD 0.6443, USDJPY 147.65 and GBPUSD 1.2395)
A podcast for the commute... Steno Research: Was that a pause from Lagarde?,
In the news over the weekend, Bloomberg focused on the Yuan carry trade (42% profit), Starmer wants to re-write the Brexit deal (FT), UAW Chief rejects 21% pay increase (BBG) and finally, US and China officials meet in Malta ahead of possible Biden-Xi summit (FT)
The Day Ahead:
EUR (10:00): ECB Guindos
CAD (13:30): PPI
USD (15:00): NAHB Housing Market
EUR (16:00): ECB Panetta
Subscribe to our free, 10-minute morning briefing. Used by 15k+ people to start their day!
The information provided in this post is for general information purposes only. No information, materials, services, and other content provided in this post constitute solicitation, recommendation, endorsement or any financial, investment, or other advice. Seek independent professional consultation in the form of legal, financial, and fiscal advice before making any investment decision.