US DATA: Core PCE Unrounded Details - A Decent Beat
Feb-28 13:35
A decent 'beat' when factoring in a sizeable upward revision to Dec (we knew there were Q4 upward re...
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EQUITIES: EU Bank straddle spread
Jan-29 13:35
SX7E (18/12/26) vs (15/12/28) 150^ spread, bought the 2028 straddle for 10.95 in 10k.
BONDS: Look Through Equity Weakness
Jan-29 13:33
No real lasting impact in core global FI markets as e-minis weaken here, Very modest bid in Tsys quickly unwound, while gilts and Bunds don’t react.
- For U.S. equities, quarterly earnings reports from Meta, Microsoft and Tesla are due after-market today, with increased focus on capex and expectations for AI revenues this year after DeepSeek’s AI well-documented advances and subsequent equity vol.
- We have already suggested that while a direct comment on DeepSeek is highly unlikely, company boards will be cognisant of the risk of sizeable AI spending announcements being received poorly by an already sensitive investor base.
MNI EXCLUSIVE: MNI Speaks To Riksbank Governor Thedeen
Jan-29 13:27
Riksbank Governor Erik Thedeen speaks to MNI about policy lags and dissenting votes -On MNI Policy MainWire now, for more details please contact sales@marketnews.com
