Morning Call Script - 30 Jan 2024
Overnight asset drivers & the impending data calendar
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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...
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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
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