Morning Call Script - 31 May 2024
Overnight asset drivers & the impending data calendar
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What’s Moved Overnight
Mkt's remain in a holding pattern, patiently waiting for PCE
Nikkei 38400, CSI 3590, Crude $77.70, Brent $81.75, Gold $2340, XBT 68300, ETH 3740, EUR 1.0820, GBP 1.2720, AUD 0.6630, JPY 156.70, CNH 7.2570, US2s at 4.94% and US10s at 4.55%.
Tokyo Core CPI 2.2% vs prior 1.8%. Headline on the screws at 1.9% YoY.
Chinese NBS Manufacturing disappointed... 49.5 vs exp 50.5
Fed’s Logan / Williams... still on track for 2% but progress has slowed
Trump's sentencing set for July 11th, 4 days before GOP convention
Look out for tomorrow’s concise weekend read, recapping what the street consumed over the week, which articles were of focus and which topics were researched. Macro narratives will be interwoven with recommended reading as well as “Top 10 reads of the past week” and "Top 5 podcasts of the past week". Landing in the inbox of PRO subscribers around lunchtime.
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Have a great day, and keep smiling!
Podcast for the Commute
FiveThirtyEight - Reaction Podcast: Trump Found Guilty
The Day Ahead
EUR (07:45): French Inflation Rate
NOK (09:00): UER
EUR (10:00): Inflation Rate
CAD (13:30): GDP
USD (13:30): Core PCE
Fed's Bostic (23:15)
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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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.