Morning Call Script - 30 Jan 2024
Overnight asset drivers & the impending data calendar
You can manage your preferences here if you would like to receive only certain newsletters.
What’s Moved Overnight
USD drifting softer post Corp T+2 day, month end models indicate USD supply due to US stock outperformance (JPY 147.30, EUR 1.0825, AUD 0.6615)
US Treasury surprised the market, borrowing "just" $760bln from Jan to Mar, down $55bln from the Oct estimate. 10s have rallied back to 4.05% as the street expected another increase in the quarterly funding.
Despite another ATH print for US equities, Chinese stocks took a step back overnight, CSI down 1.2% to 3265...
Stream your favourite financial content into your own custom research dashboard, including bank publications, independent research, podcasts, financial press and more. - "It's like Tweetdeck for financial research".
HarksterPRO includes complimentary access to the PRO tier of our research management platform. Try the basic version out for FREE here.
ㅤㅤㅤ
Have a great day, and keep smiling!
Podcast for the Commute
Saxo Markets - The biggest earnings week is here
The Day Ahead
EUR (09:00): German GDP
GBP (09:30): Mortgage Approvals
EUR (10:00): Q4 Flash GDP
USD (15:00): JOLTs
ECB Speak: Lane (09:00), Tuominen (11:45), Vasle (12:30) and Nagel (15:30)
Earnings: Microsoft, Alphabet, Starbucks and AMD
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.
ㅤㅤㅤ
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.