Morning Call Script - 28 June 2024
Overnight asset drivers & the impending data calendar
Dear Harkster Subscriber
As you will have seen, through some of our recent publications, we are building out our new product, HarksterAI. We believe that this is an exciting new chapter for Harkster and we will be sharing more details with you in the coming months.
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What’s Moved Overnight
Is it Trumps election to lose? How can the Dems comeback from this performance? Will Biden take a step back? Will a challenger emerge and force a decision at the Dems summer convention? Who would even have the ad war chest to join a POTUS race at this very late stage?
FT - Biden stumbles in bad-tempered debate with Trump in Atlanta
Axios - Democrats may want to replace Biden, but it’s his call
Coindesk - Trump Surges to 67% in Polymarket Odds Post Presidential Debate
The Rest is Politics - Advantage Trump: Will the Democrats move to replace Joe Biden?
Reuters - Biden's shaky Trump debate alarms Democrats, raises questions for his campaign
Nikkei 39510, CSI 3475, Crude $82.15, Brent $85.60, Gold $, XBT 61.5k, ETH 3448, EUR 1.0690, GBP 1.2628, AUD 0.6625, JPY 160.99, CNH 7.2970, MXN 18.48, US2s at 4.74% and US10s at 4.31%.
Kanda has been replaced in Japan whilst Tokyo Core inflation YoY for June hit 2.1% vs exp 2.0%
Elsewhere in the news,
Have a great day, and keep smiling!
Podcast for the Commute
The Day Ahead
EUR (07:00): German Import Prices
GBP (07:00): Q1 GDP (Final)
EUR (07:45): France Inflation Rate
Fed speak - Barkin (11:00), Bowman (17:00)
USD(13:30): Core PCE Price Index (May)
USD (15:00): Michigan Consumer Expectations
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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