Morning Call Script - 26 Mar 2024

Overnight asset drivers & the impending data calendar

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What’s Moved Overnight

• Another relatively subdued APAC session, which should continue into Europe as there is a light data calendar ahead. The markets clearly have one eye on the incoming holidays. 

  • Nikkei 40470, CSI 3525, Crude 82, Brent 86.80, Gold 2170, XBT 70.5k, EUR 1.0840, JPY 151.40, GBP 1.2640, AUD 0.6540, CNH 7.2460, 10s at 4.24%

• Press focused on US long end... 

  • FT - US facing Liz Truss-style market shock as debt soars, warns watchdog

  • FT - Bond giant Pimco fears inflation hit to US Treasuries

• Elsewhere, Xi is showing the world that China is still open for business 

  • Bloomberg - US CEOs Extend China Stay After Last-Minute Invite to Meet Xi

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Have a great day, and keep smiling!

Podcast for the Commute

• FiveThirtyEight - Is An Election Vibe Shift Underway?

The Day Ahead

• BoC's Rogers (12:15)

• USD (12:30): Durable Goods

• USD (14:00): Richmond Fed Index

• ECB's Lane (19:00)

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. 

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