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Morning Call Script - 20 Nov 2023
Overnight asset drivers & the impending data calendar
What’s Moved Overnight
A quiet weekend opening ahead of potentially a quiet holiday shortened week, with this coming Thursday, Thanksgiving in the US.
There's not a lot on today's calendar, with the US 20yr auction looming as a key test of the markets appeitite for duration following the historic but potentially malware impacted 30yr print.
FX - the USD inching softer as EUR 1.0920, JPY 149.00, AUD 0.6550, GBP 1.2480
China maintained 1yr (3.45%) and 5y LPR (4.2%) rates - as expected.
Altman dominates the financial press...
For greater detail on the overnight news stories as well as a focus on the week ahead see The Morning Hark in your inbox around 7.15GMT (2.15 EST) whilst also watch out for Read on the Trading Floor, capturing the macro themes trending on Harkster.com by 17.30GMT (12.30EST).
Have a great day, and keep smiling!
Podcast for the Commute
Steno Research with guest Mike Green - The End of US Outperformance?
The Day Ahead
EUR (07:00): German PPI
USD (18:00): 20-year bond auction
BoE Speak: Bailey (18:45)
RBA Speak: Bullock (23:00) and Schwartz (23:45)
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