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Improved sentiment data from Germany; UK’s wages remain sticky; 5Y JGB Auction went well
Futures higher; Slow news day today but important week ahead.
Japan's GDP revised lower; Equity futures lower; NatGas higher on news of strike
Apple down again; US Yields slightly firmer; Inflation turning higher in Asia; Eurozone GDP revised down; China's export-import growth still negative
Oil surges on OPEC+ cut extension; Yields surge put pressure on markets; EM currencies weaken with a stronger dollar; US PMI comes in weaker
Oil remains higher; USD and Rates higher; China gives up gains; European Services PMI weaker; S. Korea inflation ticks up higher
Tough August; Macro - Where are the savings?; Earnings Season Performance; Closing Thoughts - Conflicting Stories
US Jobs report at 8:30am ET; ISM Manufacturing PMI at 10am ET; EZ manufacturing PMI remains in contractionary territory; China's Caixin Manufacturing PMI improves to 51.
US PCE numbers expected at 8:30am ET; Eurozone headline inflation hotter than expected, core inline; China Manufacturing PMI improves slightly, still in contraction; Dollar General -16.5% on earnings
Inflation in Spain and 4 German regions come in firmer; ADP employment numbers today; Salesforce & Crowdstrike earnings after the close.
Listen now (38 mins) | We discuss what's going on around the world and our outlook moving forward
US Consumer confidence and JOLTs data today; More China stimulus; German Consumer Confidence falls; US Market volume low, long-end rates higher
EZ money supply growth turns negative; China's industrial production weaker; Japan's easing to continue; China Stocks not impressed with new policies and Evergrande tanking -87%
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