• Monday:
• Tuesday: UK Labour Market Report, RBA Minutes, German ZEW Survey, Japan Trade Balance
• Wednesday: FOMC Minutes, US Housing Starts, US Building Permits, Eurozone Consumer Confidence (Flash)
• Thursday: ECB Mins, Aussie Labour Report, Philly Fed, US Existing Home Sales, US & Eurozone Markit Flash PMIs, Japan CPI
• Friday: Eurozone CPI (Final), Riksbank Minutes

• EU bourses reversed opening losses [Eurostoxx 50 +1.0%] amidst US-Sino trade optimism
• US and Chinese officials report new progress in latest talks, ahead of further dialogue next wee
• US President Trump is to deliver remarks on border at 1000EST/1500GMT
• Looking ahead, highlights include, US NY Fed Manufacturing & Uni of Michigan Sentiment, US Import/Export Prices, US Industrial Production & Manufacturing Output, ECB's Coeure, Fed's Bostic...

• Asian equity markets traded mostly negative following the weakness of their counterparts in US
• US Congress passed the government funding and border security bill, which President Trump is expected to sign but is also anticipated to declare a national emergency
• US and China are reportedly scrambling to at least produce a memorandum of understanding by the end of today which could help pave the way for a Trump-Xi meeting
• UK...

• Major European indices are predominantly in the green [Euro Stoxx 50 +0.4%] with CAC and SMI leading gain
• DXY flirts with new YTD high but NZD outperforms
• Looking ahead, highlights include US PPI & Retail Sales, Fed's Harker, Norges' Olsen, HoC Vote on PM May's Brexit Plans
• EARNINGS: Coca-Cola, Duke, CME Group, Zoetis, IQVIA, Waste Management, NVIDIA

ASIA

Asian equity markets were indecisive as the momentum from Wall St, where stocks notched a...

• Asian equity markets were indecisive amid Chinese trade data and as senior level US-China trade talks began in Beijing
• ERG is said to have told the Chief Whip they will not back the government today unless the motion on leaving the EU was changed; Government has so far refused
• Looking ahead, highlights include German GDP (Flash), EZ Employment & GDP (Flash), US PPI & Retail Sales, BoE's Vlieghe, Fed's Harker, Norges' Olsen, HoC Vote on PM...

• Major European indices mostly flat-to-firmer but off best levels with the IBEX underperforming ahead of Spanish budget vote
• NZD and SEK outperform after less-dovish Central Bank policy statements
• Looking ahead, highlights include US CPI, Japanese GDP, ECB’s Visco, Fed's Mester, Bostic & Harker, RBNZ’s Orr Speaking

ASIA

Asian equity markets traded mostly higher with global sentiment underpinned as US government shutdown fears abated and amid increasing...

• All major European indices are in the green [Euro Stoxx 50 +1.0%], continuing from the optimism seen in Asia overnight on US-China trade and the potential for averting a US government shutdown.
• Greenback remains strong following reports that Lighthizer and Mnuchin have arrived in Beijing ahead of trade talks.
• Looking ahead, highlights include ECB’s Lautenschlaeger, Fed’s Powell & Mester, BoE’s Carney, UK PM May Updating House of Commons on Brexit, OPEC Monthly Oil...

Asian equity markets traded mostly higher amid cautious optimism regarding US-China trade talks and hopes of averting a government shutdown

UK House of Commons leader Leadsom commented that there was no chance UK PM May will accept Labour Party’s customs union proposal

In FX, the greenback remained firm following the prior day’s strength in which the DXY rose above the 97.00 level and posted its best levels YTD

Looking ahead, highlights include ECB’s Nowotny & Lautenschlaeger,...

• Risk appetite has supported EU stocks (Euro Stoxx 50 +0.8%) ahead of crucial trade talks this week
• DXY gains more ground, eyeing YTD highs and then the 97.000 mark
• Bipartisan talks over the weekend regarding funding for the border wall is said to have reached a stalemate ahead of this week’s government shutdown deadline
• Looking ahead, highlights include Canadian Trade Balance, Fed’s Bowman

ASIA

Asia equity markets began the week mixed following the...

• Asian equity markets began the week mixed following the similar performance of their US peers on Friday and ahead of US-China trade talks
• UK PM May has agreed to talks with Labour leader Corbyn regarding a soft Brexit according to The Telegraph; later reports suggest she has rejected this potential pivot
• CHF saw volatility overnight amid a mini ‘flash-crash’ which saw the currency weaken by 1% which some attributed to stops being taken out amid...

• Mon: China Caixin Services PMI, UK GDP, Eurogroup meeting
• Tue: OPEC Monthly Report, RBNZ Interest Rate Decision, Japanese PPI
• Wed: Riksbank Interest Rate Decisions, UK CPI, EU Industrial Production, US CPI, Japanese GDP
• Thu: Brexit Meaningful Vote, Indonesian Interest Rate Decision, US PPI, Eurozone GDP & Employment, China Trade Balance
• Fri: China CPI, UK Retail Sales, Eurozone Trade Balance, NY Empire State Manufacturing Index, Uni of Michigan

• Major European equities are mostly idling, but auto names briefly reversed on reports that US are considering 3 potential car tariff options
• DXY remains above 96.500, while Aussie slumped on RBA’s SOMP
• Looking ahead, highlights include Canadian Employment Data & Fed's Daly Speaking
• EARNINGS: Exelon Corp, Ventas, Phillips 66

ASIA

Asian stocks traded negative with global risk appetite subdued by growth concerns and after trade-related fears...

• Asian stocks traded negatively with global risk appetite subdued by growth concerns and after trade-related fears resurfaced
• US President Trump said he will not meet Chinese President Xi before the March 1st deadline
• UK PM May has approached Labour MPs to table an amendment guaranteeing that the UK will match EU workers’ rights post-Brexit
• Looking ahead, highlights include German Trade Balance, Norwegian GDP, French &...

• Major European equities extended losses [Euro Stoxx 50 -0.8%] as the risk-averse sentiment intensified following the European Commission’s cut to Eurozone GDP and inflation
• DXY advances further above 96.500 while EUR/USD and GBP/USD fell below 1.1350 and 1.2900 respectively
• Looking ahead, highlights include BoE Rate Decision, Press Conference & QIR, US Initial Jobless Claims, Fed's Kaplan & Clarida, UK PM May meeting European Council President Tusk, US Auction
...

• Asian equity markets were somewhat mixed with the region cautious following the subdued performance on Wall St
• UK Parliament is now said to be planning a 2nd Brexit vote at the end of the month, ministers believe an extension of Article 50 is now inevitable
• In FX markets, the DXY stayed firm and held near 2-week highs as its counterparts languished. NZD/USD heavily pressured on poor employment data
• Looking ahead, highlights...

• Major EU equities in the red [Euro Stoxx 50 -0.2%], but IT outperforms sector-wise
• DXY extends gains above 96.000 while AUD underperforms on dovish Lowe, EUR dipped on German factory orders
• Looking ahead, highlights include US International Trade, EIA Inventories, Brazilian Rate Decision, Fed Chair Powell, Fed’s Quarles and BoC’s Lane, US 10yr Note Auction
• EARNINGS: Prudential Financial, Chipotle, General Motors, GlaxoSmithKline

ASIA

Asian equity...

• Asian equity markets traded tentatively with most bourses in the region closed for holidays
• UK ministers are reportedly considering a plan that would delay Brexit to May 24th
• US President Trump delivered the State of the Union Address which focused on the economy, the border wall and trade talks
• Looking ahead, highlights include US International Trade, Retail Sales, EIA Inventories, Brazilian Rate Decision, Fed Chair Powell,...

• Major European indices extend on opening gains and are firmly in positive territory with Britain’s FTSE 100 (+1.4%) led by oil and mining giants
• EUR and GBP are both on the back foot vs the Dollar and inching closer towards downside big figures at 1.1400 and 1.3000 respectively
• Looking ahead, highlights include Canadian Trade, US ISM Non-Manufacturing PMI, APIs and US 3yr Note Auction
• EARNINGS: Anadarko Petroleum, Archer...

• Asia-Pac equity markets found some early support from the tech-led gains on Wall St, although later turned somewhat mixed
• EU’s top official offered Britain a legal guarantee that it would not be trapped by the Irish backstop last night but was swiftly rejected by Brexiteer MPs
• RBA kept rates unchanged at 1.50% as expected with the announcement interpreted as less dovish than some had expected
• Looking ahead, highlights...

• A lacklustre start of the week for European equities [Eurostoxx 50 -0.4%] as the region failed to sustain the momentum seen in Asia
• Dollar continues on a firmer footing as JPY and AUD underperform, while GBP still suffers from Brexit fatigue
• Looking ahead, highlights include US Building Permits and Starts, Durable Goods & Factory Orders, New York ISM Business Conditions
• EARNINGS: Alphabet, Gilead Sciences,...

• Asian equity markets began the week positively but with gains only marginal amid the mass closures in the region for the Lunar New Year
• UK PM May could be planning for a general election in June, according to reports; later downplayed
• The Tories’ fragile Brexit truce was dealt a blow yesterday after hardline Brexiteers ruled out two of May’s proposals for solving the Irish backstop issue
• Looking ahead, highlights...

• Monday: Turkish CPI, UK Construction PMI, Eurozone PPI, US Factory Orders
• Tuesday: Australian Trade, RBA Rate Decision, Eurozone (F), UK and US Services PMIs, Eurozone Retail Sales, Canadian Trade, US ISM Non-Manufacturing,
• Wednesday: US Trade, Australian Jobs Report
• Thursday: BoE Rate Decision, Minutes & QIR, RBI & Banxico Rate Decision,
• Friday: German Trade, Norwegian GDP, Canadian Jobs

• Terrible Italian Manufacturing PMI slams 10-yr BTP futures as growth concerns magnify
• Cable falls to weekly low as manufacturing survey reveals record high stockpiling due to Brexit
• Looking ahead, highlights include, US Jobs Report, ISM Manufacturing PMI, Fed’s Kaplan
• EARNINGS: Aon, Chevron, Dominion Energy, Exxon Mobil

ASIA

Asian equity markets traded cautiously as disappointing Chinese data clouded over the momentum from Wall St. where most major...

• USTR Lighthizer said talks with China made substantial progress but there is still much work to do
• US President Trump stated that he could meet soon with Chinese President Xi in order to finalise a potential deal
• Asian equity markets traded cautiously as disappointing Chinese data clouded over the momentum from Wall St
• Looking ahead, highlights include, French, German, UK & EZ Manufacturing PMI, EZ CPI (Flash), US Jobs...

• Major European indices trimming earnings-fueled gains seen at the open [Euro stoxx 50 -0.3%]
• Dovish Fed coupled with some ‘strong’ sell signals for month end portfolio rebalancing saw the Buck slump to new recent lows vs G10 peers
• US President Trump will meet with Chinese Vice Premier Liu He at 15:30 EST today
• Looking ahead, highlights include Canadian GDP, ECB’s Weidmann Speaking
• EARNINGS: Celgene, General Electric, Northrop Grumman, Altria Group,...