Jason Wong
US equities rebound, driven by IT sector following strong AI-segment in SpaceX result. US Treasury yields little changed; French 10-year rate up to new high
US equities rebound, driven by IT sector following strong AI-segment in SpaceX result. US Treasury yields little changed; French 10-year rate up to new high
Oil prices swing around on headlines but only modest net movements in markets overall. Weaker US housing market data, including a 12.6% plunge in pending home sales
Oil prices swing around on headlines but only modest net movements in markets overall. Weaker US housing market data, including a 12.6% plunge in pending home sales
Risk sentiment improves, particularly for AI-sector, driving bounce-back for US equities. Commodity currencies outperform; NZD pushes higher. European assets underperform, with spillover of French riots across the region
Risk sentiment improves, particularly for AI-sector, driving bounce-back for US equities. Commodity currencies outperform; NZD pushes higher. European assets underperform, with spillover of French riots across the region
US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained
US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained
Market movements well contained. Strong reporting by banks to kick of the US earnings season. UST 10-year rate trades mixed ahead of key US CPI report due tonight
Market movements well contained. Strong reporting by banks to kick of the US earnings season. UST 10-year rate trades mixed ahead of key US CPI report due tonight
Oil prices track higher, with no evidence of Russia/Ukraine ceasefire and hostilities in the Middle East continue. USD broadly stronger. NZD weaker on key crosses, sending NZ TWI down to fresh 15-year low
Oil prices track higher, with no evidence of Russia/Ukraine ceasefire and hostilities in the Middle East continue. USD broadly stronger. NZD weaker on key crosses, sending NZ TWI down to fresh 15-year low
US equities weaker, weighed by AI jitters which dragged down tech stocks. Brent crude up over 3%. US Treasury yields higher before plunging as investors return
US equities weaker, weighed by AI jitters which dragged down tech stocks. Brent crude up over 3%. US Treasury yields higher before plunging as investors return
Weaker risk appetite returns. Global bond yields hit fresh record highs but UST 10-year rate eases off new peak. European bond spreads to Germany widen again, led by France
Weaker risk appetite returns. Global bond yields hit fresh record highs but UST 10-year rate eases off new peak. European bond spreads to Germany widen again, led by France
Risk appetite improves. US equities lift to fresh record highs. Global rates modestly lower, credit spreads narrower. USD broadly weaker
Risk appetite improves. US equities lift to fresh record highs. Global rates modestly lower, credit spreads narrower. USD broadly weaker
Oil prices lower but US Treasury yields rise to fresh record highs regardless. US equities near record highs despite higher bond yields. EUR under pressure
Oil prices lower but US Treasury yields rise to fresh record highs regardless. US equities near record highs despite higher bond yields. EUR under pressure
Soft US employment data. The G7’s planned release of strategic oil reserves initially weighed on energy prices. But crude oil rebounded after Saudi Arabia's offensive against the Iranian-backed Houthis in Yemen emerged
Soft US employment data. The G7’s planned release of strategic oil reserves initially weighed on energy prices. But crude oil rebounded after Saudi Arabia's offensive against the Iranian-backed Houthis in Yemen emerged
US Treasury yields reach new milestone highs. USD broadly stronger; NZD and AUD underperform on weaker risk sentiment, with RBA Governor Bullock's dovish soundbites contributing
US Treasury yields reach new milestone highs. USD broadly stronger; NZD and AUD underperform on weaker risk sentiment, with RBA Governor Bullock's dovish soundbites contributing
Carnage in global bond markets; rates surge to fresh multi-decade highs. Higher oil prices, prospect of US diesel export ban, strong US and European PMI data all in the mix overnight. Equity markets weaker, but unremarkable falls
Carnage in global bond markets; rates surge to fresh multi-decade highs. Higher oil prices, prospect of US diesel export ban, strong US and European PMI data all in the mix overnight. Equity markets weaker, but unremarkable falls
Brent crude trading just below USD100 per barrel as diplomatic efforts step up and Saudi Arabia prepares to reopen key oil pipeline. US Treasuries relatively flat, 10-year rate at 4.96%
Brent crude trading just below USD100 per barrel as diplomatic efforts step up and Saudi Arabia prepares to reopen key oil pipeline. US Treasuries relatively flat, 10-year rate at 4.96%
Oil prices down for a fourth consecutive day, Brent crude currently US$100/bbl. These falls rive down global rates and drive up global equity markets, with strong gains for US equities
Oil prices down for a fourth consecutive day, Brent crude currently US$100/bbl. These falls rive down global rates and drive up global equity markets, with strong gains for US equities