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

  • 260224

    25/02/2024 Duration: 03min

    Bond yields fell but the US dollar and equities closed little changed. There was little major news for markets to digest.

  • 230224

    22/02/2024 Duration: 04min

    The US dollar is little changed amid stronger equities’ sentiment and solid economic data. The S&P500 rose 2.2% to a fresh record high in the wake of Nvidia’s earnings result. Bond yields rose following solid global PMI data.

  • 220224

    21/02/2024 Duration: 04min

    US bond yields rose ahead of a poorly subscribed 20yr treasury auction and the FOMC minutes. The US dollar is little changed, while equities are slightly lower.

  • 210224

    20/02/2024 Duration: 04min

    Bond yields fell amid dovish BoE comments, softer EZ wage data, and softer Canadian inflation data. The US dollar and US equities also fell.

  • 200224

    19/02/2024 Duration: 02min

    Markets were mostly contained during the US holiday, with implied bond yields rising slightly, and the US dollar little changed.

  • 190224

    18/02/2024 Duration: 02min

    Bond yields rose following stronger than expected US producer price inflation data, hurting equities (S&P500 -0.5%), while the US dollar saw little net change.

  • 160224

    15/02/2024 Duration: 04min

    The US dollar fell following softer US retail sales and industrial production data. The S&P500 is up 0.5%.

  • 150224

    14/02/2024 Duration: 05min

    Bond yields fell following some dovish Fedspeak, PPI revisions, and softer UK CPI data. The S&P500 is up 0.3%,and the US dollar is slightly lower

  • 140224

    13/02/2024 Duration: 03min

    US inflation data was stronger than expected, causing bond yields and the US dollar to rise sharply. The S&P500 is down 1.3%.

  • 130224

    12/02/2024 Duration: 03min

    US equities remained upbeat, the S&P500 up 0.4% to a fresh record high. The US dollar and bond yields are marginally lower. There was little news of note.

  • 120224

    11/02/2024 Duration: 04min

    US equities remained upbeat, the S&P500 closing up 0.6% at a fresh record high, markets relieved that US CPI data revisions were benign. The US dollar fell slightly, while bonds yields rose slightly.

  • 090224

    08/02/2024 Duration: 03min

    Bond yields and the US dollar rose slightly amid little major news for markets.

  • 070224

    06/02/2024 Duration: 03min

    Bond yields and the US dollar fell amid little major news flow and mixed Fedspeak.

  • 050224

    04/02/2024 Duration: 05min

    Bond yields, the US dollar and equities all rose sharply after much stronger than expected US payrolls data, the S&P500 up 1.1% to a record high.

  • 020224

    01/02/2024 Duration: 05min

    Bond yields are lower after a volatile session amid mixed economic data. The US dollar is also lower while equities are higher, the S&P500 up 1.0%.

  • 010224

    31/01/2024 Duration: 04min

    Bond yields and the US dollar initially fell after softer US labour data, but then retraced after the FOMC statement which was slightly less dovish than markets had expected. The S&P500 is down 0.7%.

  • 310124

    30/01/2024 Duration: 04min

    Bond yields jumped after stronger US economic data on the eve of the Fed’s rate decision. Currencies were only slightly ruffled.

  • 300124

    29/01/2024 Duration: 03min

    Bond yields fell slightly amid some dovish comments from ECB officials. The US dollar was slightly firmer.

  • 290124

    28/01/2024 Duration: 03min

    US bond yields rose following data showing stronger personal spending, helping the US dollar recover early session losses. Equities were little changed.

  • 260124

    25/01/2024 Duration: 04min

    The US dollar rose slightly and bond yields fell slightly, while the S&P500 rose 0.1% to a fresh record high. The ECB held steady, and US GDP data showed solid growth and muted inflation.

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