Finance Am

Informações:

Synopsis

This is your daily morning briefing. With commentary and analysis from Westpac's Institutional banking team, Finance AM brings you insights on today's business news, the markets, FX and more. In one short bulletin, you'll get the heads up on what will be dring the markets in the day ahead.

Episodes

  • 13Apr22

    12/04/2022 Duration: 04min

    US equities continued to weaken, the S&P500 down 0.2%. Bond yields fell after US core inflation data disappointed. Currencies were mixed, AUD and NZD outperformance helped by higher commodities.

  • 12Apr22

    11/04/2022 Duration: 04min

    US equities fell further as bond yields rose further, the S&P500 down 1.7%. The US dollar rose slightly, to a two-year high.

  • 11Apr22

    10/04/2022 Duration: 04min

    US equities continued to consolidate amid little fresh news of note, the S&P500 closing down 0.3%. The AUD and NZD fell slightly, while US bond yields rose to three-year highs.

  • 8Apr22

    07/04/2022 Duration: 02min

    Risk sentiment was relatively stable amid little fresh news of note. The S&P500 is up 0.4%, and the US dollar is slightly higher, while US bond yields rose to three-year highs.

  • 7Apr22

    06/04/2022 Duration: 04min

    US equities again fell, the Fed meeting’s minutes confirming recent hawkish signals. The S&P500 is down 1.0%, and the defensive US dollar is higher, while US bond yields consolidated.

  • 6Apr22

    05/04/2022 Duration: 04min

    US and European equities fell, amid discussions of further G7 sanctions on Russia. The S&P500 is down 1.3%, and the defensive US dollar is higher. US bond yields rose after hawkish comments from Brainard.

  • 5Apr22

    04/04/2022 Duration: 03min

    Equities sentiment was moderately upbeat amid little major news flow, the S&P500 up 0.7% on the day. Commodity currencies outperformed. Bond yields are little changed.

  • 4Apr22

    03/04/2022 Duration: 04min

    Equities sentiment remained slightly defensive, the S&P500 closing down 0.3% on the day. US bond yields and the USD rose though, helped by a solid jobs report.

  • 1Apr22

    31/03/2022 Duration: 03min

    Sentiment remained slightly defensive, the S&P500 down 0.6% on the day. The defensive US dollar rose, and bond yields nudged lower.

  • 31Mar22

    30/03/2022 Duration: 03min

    Sentiment soured slightly as Ukraine/Russia talks disappointed, the S&P500 down 0.6% on the day. The US dollar fell, and bond yields ranged near recent lows.

  • 30Mar22

    29/03/2022 Duration: 04min

    Sentiment improved slightly amid Ukraine/Russia talks, the S&P500 up 0.8% on the day and at a two-month high. The defensive US dollar fell, while bond yields again fell.

  • 29Mar22

    28/03/2022 Duration: 03min

    US equities are little changed, the S&P500 up 0.1% on the day. Bond yields pulled back slightly from multi-year highs. The US dollar outperformed.

  • 28Mar22

    27/03/2022 Duration: 04min

    US equities rallied near the close, the S&P500 up 0.5% on the day and at a six-week high, with few fresh news drivers. Bond yields surged after analysts upgraded Fed rate forecasts. The AUD remained elevated.

  • 25Mar

    24/03/2022 Duration: 04min

    US equities recovered the previous day’s losses amid some solid US economic data, the S&P500 currently up 1.0%. The AUD rose slightly, while bond yields were rangebound.

  • 24Mar22

    23/03/2022 Duration: 03min

    A six-day rally in US equity markets stalled amid ongoing concerns about stagflation and war, the S&P500 currently down 0.8%. Bond yields also fell, while commodities and the AUD performed well.

  • 23Mar22

    22/03/2022 Duration: 03min

    Buyers returned to the US equity market, the S&P500 currently up 1.1%. Bond yields are higher, as are the AUD and NZD.

  • 22Mar22

    21/03/2022 Duration: 04min

    US equity market sentiment soured amid hawkish Fed comments. The S&P500 is down 0.6%, bond yields are higher, and the US dollar is slightly higher.

  • 21Mar22

    20/03/2022 Duration: 04min

    US equity market sentiment remained upbeat amid mixed signals from various peace talks. The S&P500 closed up 1.2%, bond yields were mixed, and commodity currencies performed well.

  • 18Mar22

    17/03/2022 Duration: 02min

    US equity market sentiment remained upbeat despite little sign of progress in the Ukraine/Russia talks, the S&P500 currently up 0.9%. Bond yields are little changed, while commodity currencies performed well.

  • 17mar22

    16/03/2022 Duration: 05min

    Equity market sentiment was upbeat, helped by reports of progress in Ukraine-Russia discussions. That sentiment was only briefly dented by the FOMC’s rate hike and guidance. The S&P500 is currently up 1.6%, bond yields are higher, and the US dollar is weaker.

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