Coffee break

Coffee Break

Coffee Break - Donald J. Trump 2.0

Markets will digest the US election result and its likely policy implications. In the euro zone, the estimated GDP growth rate as well as preliminary data on employment change will keep the focus on the region’s fundamentals.
Coffee Break

Coffee Break

The Q3 earnings season gathers full steam, with notably five of the "Magnificent 7" reporting this week: Amazon, Apple, Google, Meta and Microsoft.
Coffee Break

Coffee Break - The earnings season gathers steam

The US earnings season will feature reports from Meta, Tesla, Microsoft, and Amazon. Global Flash PMI will provide a snapshot of economic activity in manufacturing and services. Besides the early insight into economic trends, this data allows for a valuable international comparison.
Coffee Break

Coffee Break - Up to the ECB

The euro zone will be in the spotlight with an ECB interest rate decision to support the faltering economy. In the US, preliminary building permits and housing starts, mortgage applications, and speeches by various FOMC members will keep investors focused on the next monetary policy move. In China, data on the house price index, the GDP growth rate, retail sales and the unemployment rate are likely to start reflecting soon a recovery in consumer confidence. The third-quarter earnings season for S&P 500 companies kicks off, with Johnson & Johnson, Taiwan Semiconductor Manufacturing Company and big US banks, set to announce their results.
Coffee Break

Coffee Break - Middle East on edge

China is due to release a series of data covering inflation, vehicle sales, balance of trade with imports and exports, as expectations of a recovery in consumer confidence are rising.
Coffee Break

Coffee Break - All eyes on the US Job Report

The US job report will give insight into the health of the US labour market, consumer confidence and spending, both highly linked to employment levels and the trajectory of upcoming Fed cuts.
Coffee Break

Coffee Break - Fed Cut, Fed Put

Global Manufacturing and Services Flash PMIs will offer a snapshot of business activity in key sectors, addressing the strength of industrial output.
Coffee Break

Coffee Break - It’s Pivot Time

All eyes will be on the Federal Reserve Bank meeting. A rate cut is as good as done and the Fed can surprise with a dovish stance but it cannot surprise with a hawkish one.
Coffee Break

Coffee Break - Let the Games Begin

US president Joe Biden will address the US nation as he is not seeking reelection and is officially endorsing VP Kamala Harris. While it will carry weight with delegates at the Democratic convention, it is not binding.
Coffee Break

Coffee Break - The King’s Speech

In the UK, the King's Speech will introduce legislation for independent fiscal forecasts, reinforcing the Labour party's commitment to fiscal discipline, which should whet investors’ appetite. The Republican National Convention begins in Milwaukee, where Donald Trump is set to announce his vice-presidential pick.
Coffee Break

Coffee Break - Election jitters

With jobless claims trending up, investors will carefully examine the US job report. The euro zone inflation, consumers and global activity will remain in the spotlight with the release of the preliminary Euro Area CPI, Euro Area retail sales and final global PMI. General elections in the UK and the 2nd round of legislative elections in France will take place. The Chinese Communist Party's central committee will meet for its 3rd plenum.
Coffee Break

Coffee Break - It takes inflation and growth to tango

The focus will be on inflation as preliminary readings from a handful of EU members, final readings from Canada, Japan’s CPI and the US PCE are due. Mortgage applications, new home sales and house price index in the US will give us the pulse of the real estate market. The Bank of Japan’s Summary of Opinions will shed some light on the latest central bank policy meeting and its commitment to trim back JGB purchases. On the political front, key events include the first US presidential debate between Donald Trump and Joe Biden, an EU leaders summit and the first round of the general election in France.
Coffee Break

Coffee Break - Independence Day for the ECB

In the euro zone, the bump in inflation data will not derail the ECB’s plan to cut this week, though it reduces the likelihood of an immediate follow-on cut in July.
Coffee Break

Coffee Break - Fed anxiety

The news flow will be dominated by inflation indicators across the key economies, with US PCE, preliminary European CPIs and the Tokyo CPI in Japan.
Coffee Break

Coffee Break - All eyes on Nvidia

In the US, the FOMC minutes will be released, cementing the near-term monetary policy inclination of the Fed and Nvidia will report earnings for its fiscal first quarter of 2024. Several developing countries’ central banks are meeting, including Indonesia, Mexico, South Korea and Turkey. All face the dilemma of a strong US dollar in their need for being accommodative.

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