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This is your daily morning briefing. With commentary and analysis from Westpac's Institutional Research 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 drive markets in the day ahead. Any information provided in this podcast series is general in nature and has been prepared without taking into account any personal circumstances.
- 1646 - 030524
Bond yields and the US dollar extended the downward reactions to the previous day’s FOMC outcome which was less hawkish than expected.
Thu, 02 May 2024 - 01min - 1645 - 020524
Bond yields and the US dollar fell in response to the Federal Reserve’s policy statement and press conference, which were less hawkish than expected, while the S&P500 rose 1.0%.
Wed, 01 May 2024 - 03min - 1644 - 010524
Bond yields and the US dollar rose sharply in response to stronger than expected US wage inflation data, and the S&P500 fell 0.9%.
Tue, 30 Apr 2024 - 04min - 1643 - 300424
Bond yields and the US dollar fell slightly amid little major news, apart from speculation official had intervened in the yen.
Mon, 29 Apr 2024 - 02min - 1642 - 290424
Bond yields fell while the USD rose. Markets were relieved US PCE inflation data was not stronger than expected. The S&P500 rose 1.0%.
Sun, 28 Apr 2024 - 03min - 1641 - 240424
The US dollar fell following stronger than expected European PMI data and disappointing US equivalents. Bond yields fell, and equities rose, the S&P500 up 1.2%.
Tue, 23 Apr 2024 - 03min - 1640 - 230424
Amid little major news, the US dollar and bond yields fell slightly, while equities rose – the S&P500 up 1.2%.
Mon, 22 Apr 2024 - 02min - 1639 - 220424
Friday’s risk-off move related to Israel’s strike on Iran was unwound in bond and currency markets, as retaliation fears dissipated. Equities fell though, the S&P500 down 0.9%.
Sun, 21 Apr 2024 - 02min - 1638 - 190424
The US dollar and bond yields rose amid hawkish Fedspeak and some solid US economic data. Equities fell slightly.
Thu, 18 Apr 2024 - 04min - 1637 - 180424
The US dollar and bond yields corrected lower amid little major news for markets. Equities fell slightly.
Wed, 17 Apr 2024 - 03min - 1636 - 170424
Further gains in the US dollar and bond yields were helped by hawkish comments from Fed Chair Powell and solid US industrial production data.
Tue, 16 Apr 2024 - 04min - 1635 - 160424
Gains in the US dollar and bond yields were helped by stronger US retail sales data, while equities fell (S&P500 -1.0%).
Mon, 15 Apr 2024 - 03min - 1634 - 150424
Risk-aversion struck markets on Friday, as they braced for an attack by Iran on Israel. The defensive US dollar rose, bond yields fell, and equities fell (S&P500 -1.5%).
Sun, 14 Apr 2024 - 02min - 1633 - 120424
Markets consolidated the previous day’s sharp moves, with minor movement in bond yields and the US dollar following the ECB’s on hold decision.
Thu, 11 Apr 2024 - 05min - 1632 - 110424
Markets were rattled by stronger than expected US CPI inflation data. US bond yields and the US dollar jumped significantly, and equities fell, the S&P500 down 1.3%.
Wed, 10 Apr 2024 - 05min - 1631 - 100424
In another session bereft of major news, bond yields fell, while the AUD and NZD currencies outperformed. Markets are focussed on tonight’s US CPI data.
Tue, 09 Apr 2024 - 04min - 1630 - 090424
Bond yields rose slightly to multi-month highs, Friday’s strong US jobs data still resonating. The US dollar did not follow suit though.
Mon, 08 Apr 2024 - 03min - 1629 - 080424
Bond yields rose following strong US payrolls data and hawkish Fedspeak. The US dollar is only slightly firmer, though, with equities higher – the S&P500 up 1.1%.
Sun, 07 Apr 2024 - 04min - 1628 - 050424
The US dollar fell further but bond yields were mixed, ahead of important US payrolls data. Fedspeak emphasised patience, and jobless claims data was slightly cooler.
Thu, 04 Apr 2024 - 03min - 1627 - 040424
Bond yields and the US dollar fell, initially in response to weaker US services activity data, and then during Fed chair Powell’s speech. The S&P500 is up 0.4%.
Wed, 03 Apr 2024 - 03min - 1626 - 030424
Bond yields rose further but the US dollar fell, amid mostly solid economic data in the US, Eurozone and UK. Equities fell, the S&P500 down 0.9%.
Tue, 02 Apr 2024 - 04min - 1625 - 020424
Bond yields and the US dollar are higher, following stronger US manufacturing data. Equities are slightly lower.
Mon, 01 Apr 2024 - 02min - 1624 - 280324
Bond yields are slightly lower, following the Swedish central bank’s dovish hold, and dovish ECB comments. The US dollar is little changed.
Wed, 27 Mar 2024 - 03min - 1623 - 260324Mon, 25 Mar 2024 - 03min
- 1622 - 240324
US bond yields fell slightly, while the US dollar rose, as markets digested the previous week’s signals from major central banks.
Sun, 24 Mar 2024 - 02min - 1621 - 220324
US bond yields and the US dollar rebounded, helped by firm economic data. The Bank of England remained on hold, but the Swiss central bank delivered a surprise cut.
Thu, 21 Mar 2024 - 04min - 1620 - 210324
The initial response to the Fed statement, which kept the policy rate projection for year-end unchanged, was a slight fall in the US dollar and shorter bond yields, and a rise in equity indices. These reactions were extended during Fed Chair Powell’s press conference.
Wed, 20 Mar 2024 - 04min - 1619 - 200324
Bond yields fell slightly on the eve of the eagerly awaited Fed decision, helped by softer Canadian inflation data.
Tue, 19 Mar 2024 - 03min - 1618 - 190324
Bond yields and the US dollar rose slightly further, as markets prepared for this week’s major central bank decisions.
Mon, 18 Mar 2024 - 03min - 1617 - 170324Sun, 17 Mar 2024 - 04min
- 1616 - 150324Thu, 14 Mar 2024 - 03min
- 1615 - 140324
Bond yields rose slightly, but the US dollar fell. Markets are wary of the Fed decision next week, given recent stickiness in CPI inflation data.
Wed, 13 Mar 2024 - 02min - 1614 - 120324
Bond yields rose slightly, but currencies and equities were contained the day before key US inflation data.
Mon, 11 Mar 2024 - 02min - 1613 - 110324
Markets were volatile around a mixed US payrolls update, with equities lower but currencies and bond yields closing little changed.
Sun, 10 Mar 2024 - 03min - 1612 - 080324
The US dollar fell and equities rose following the ECB statement and Fed chair Powell’s second testimony. Short maturity bond yields are lower.
Thu, 07 Mar 2024 - 03min - 1611 - 070324
Bond yields and the US dollar fell and equities rose amid a confluence of events. Fed Chair Powell reiterated that the policy rate would eventually be lowered, ADP and JOLTS jobs data was near expectations, and US regional bank Bancorp sought a cash infusion.
Wed, 06 Mar 2024 - 04min - 1610 - 050324
Currencies and US equities are little changed, while bond yields are slightly higher. There was little major news for markets.
Mon, 04 Mar 2024 - 02min - 1609 - 040324
Bond yields and the US dollar fell after softer US consumer confidence and manufacturing data. The S&P500 made a fresh record high, rising 0.8%.
Sun, 03 Mar 2024 - 04min - 1608 - 290224
The US dollar is slightly higher, the NZD and AUD extending yesterday’s declines. Short maturity bond yields are slightly lower.
Wed, 28 Feb 2024 - 03min - 1607 - 280224
There was little net movement in bond yields, currencies or US equities overnight, and little news of note.
Tue, 27 Feb 2024 - 02min - 1606 - 270224
Bond yields rose ahead of large US treasury auctions, while the US dollar was little changed amid little major news.
Mon, 26 Feb 2024 - 02min - 1605 - 260224
Bond yields fell but the US dollar and equities closed little changed. There was little major news for markets to digest.
Sun, 25 Feb 2024 - 03min - 1604 - 230224
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.
Thu, 22 Feb 2024 - 04min - 1603 - 220224
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.
Wed, 21 Feb 2024 - 04min - 1602 - 210224
Bond yields fell amid dovish BoE comments, softer EZ wage data, and softer Canadian inflation data. The US dollar and US equities also fell.
Tue, 20 Feb 2024 - 04min - 1601 - 200224
Markets were mostly contained during the US holiday, with implied bond yields rising slightly, and the US dollar little changed.
Mon, 19 Feb 2024 - 02min - 1600 - 190224
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.
Sun, 18 Feb 2024 - 02min - 1599 - 160224
The US dollar fell following softer US retail sales and industrial production data. The S&P500 is up 0.5%.
Thu, 15 Feb 2024 - 04min - 1598 - 150224
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
Wed, 14 Feb 2024 - 05min - 1597 - 140224
US inflation data was stronger than expected, causing bond yields and the US dollar to rise sharply. The S&P500 is down 1.3%.
Tue, 13 Feb 2024 - 03min - 1596 - 130224
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.
Mon, 12 Feb 2024 - 03min - 1595 - 120224
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.
Sun, 11 Feb 2024 - 04min - 1594 - 090224Thu, 08 Feb 2024 - 03min
- 1593 - 070224Tue, 06 Feb 2024 - 03min
- 1592 - 050224
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.
Sun, 04 Feb 2024 - 05min - 1591 - 020224
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%.
Thu, 01 Feb 2024 - 05min - 1590 - 010224
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%.
Wed, 31 Jan 2024 - 04min - 1589 - 310124
Bond yields jumped after stronger US economic data on the eve of the Fed’s rate decision. Currencies were only slightly ruffled.
Tue, 30 Jan 2024 - 04min - 1588 - 300124
Bond yields fell slightly amid some dovish comments from ECB officials. The US dollar was slightly firmer.
Mon, 29 Jan 2024 - 03min - 1587 - 290124
US bond yields rose following data showing stronger personal spending, helping the US dollar recover early session losses. Equities were little changed.
Sun, 28 Jan 2024 - 03min - 1586 - 260124
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.
Thu, 25 Jan 2024 - 04min - 1585 - 250124
Market sentiment was buoyant, helped by easing from China’s central bank and stronger US PMI data. The S&P500 is up 0.4% to a record high, the defensive US dollar is lower, and bond yields are higher.
Wed, 24 Jan 2024 - 04min - 1584 - 240124
The US dollar and bond yields rose during a session with little major news flow. The S&P500 nudged 0.1% higher to a fresh record high.
Tue, 23 Jan 2024 - 02min - 1583 - 230124
Equity markets remained upbeat, the S&P500 up 0.2% to a fresh record high. Despite that, AUD and NZD fell slightly, as did bond yields.
Mon, 22 Jan 2024 - 02min - 1582 - 220124
Upbeat sentiment in equities markets saw the S&P500 rise 1.2% to a record high. That, and surveyed inflation expectations receding, depressed the US dollar slightly, while bond yields were mixed.
Sun, 21 Jan 2024 - 03min - 1581 - 041223
Bond yields and the US dollar fell after Fed chair Powell’s comments which were less hawkish than expected. Also contributing to the moves were softer than expected US ISM manufacturing data and dovish ECB-speak. The S&P500 rose 0.6%.
Sun, 03 Dec 2023 - 04min - 1580 - 011223
Bond yields rebounded and the US dollar rose, despite PCE inflation declining as expected. Markets are looking ahead to Fed chair Powell’s comments tonight.
Thu, 30 Nov 2023 - 03min - 1579 - 301123
Bond yields fell slightly further, helped by softer German inflation data, while the US dollar rose slightly amid mixed Fedspeak and US data.
Wed, 29 Nov 2023 - 05min - 1578 - 291123
Bond yields fell further, amid mixed Fedspeak and US economic data. The US dollar fell to a low since August.
Tue, 28 Nov 2023 - 04min - 1577 - 281123
Bond yields fell overnight, helped by softer US economic data. The US dollar is little changed, but AUD and NZD made fresh highs since August.
Mon, 27 Nov 2023 - 02min - 1576 - 261123
During a shortened US session following Thanksgiving Day, the US dollar fell amid slightly improved risk sentiment and bond yields rose slightly.
Sun, 26 Nov 2023 - 03min - 1575 - 241123
Markets were mostly contained overnight, given the US holiday. Currencies were mixed with minor movements, while bond yields rose.
Thu, 23 Nov 2023 - 03min - 1574 - 231123
Bond yields and the US dollar rose in response to second-tier US economic data (jobless claims, inflation expectations), and the S&P500 is up 0.4%.
Wed, 22 Nov 2023 - 04min - 1573 - 201123
Short-term bond yields rose amid central bank comments disagreeing with markets pricing rate cuts. Equities were steady, but the US dollar fell.
Sun, 19 Nov 2023 - 02min - 1572 - 171123
Bond yields fell after US economic data showed the economy cooling. The US dollar and equities are little changed. Oil fell sharply.
Thu, 16 Nov 2023 - 04min - 1571 - 161123
Bond yields partly retraced the previous day’s decline following mixed economic data. The US dollar and equities rose slightly.
Wed, 15 Nov 2023 - 04min - 1570 - 151123
US CPI inflation data was softer than expected, causing a plunge in bond yields and the USD, and a rise in equities (S&P500 up 1.9%).
Tue, 14 Nov 2023 - 06min - 1569 - 131123
Bond yields rose following a rise in US inflation expectations, but the US dollar was little changed. The S&P500 closed up 1.6%.
Sun, 12 Nov 2023 - 03min - 1568 - 101123
Bond yields extended earlier gains following commentary from Fed chair Powell, which also helped the US dollar rise slightly. Equities swung from gains to losses, the S&P500 down 0.6%.
Thu, 09 Nov 2023 - 03min - 1567 - 091123
Bond yields extended earlier gains following commentary from Fed chair Powell, which also helped the US dollar rise slightly. Equities swung from gains to losses, the S&P500 down 0.6%.
Thu, 09 Nov 2023 - 03min - 1566 - 091123
Bond yields continued to fall amid resurfacing concern about recession. The US dollar was mixed amid hawkish commentary from ECB officials.
Wed, 08 Nov 2023 - 03min - 1565 - 081123
The US dollar rose, bond yields fell, and equities rose slightly. There was little major news for markets to digest, apart from some Fedspeak which was mixed.
Tue, 07 Nov 2023 - 04min - 1564 - 071123Mon, 06 Nov 2023 - 03min
- 1563 - 061123
The US dollar and bond yields fell sharply following softer US labour data, while equities rose (S&P500 +0.9%).
Sun, 05 Nov 2023 - 03min - 1562 - 031123
The US dollar and bond yields fell, and equities rose (S&P500 +1.8%), extending moves which followed yesterday’s Fed outcome. The Bank of England kept rates on hold, as was widely expected.
Thu, 02 Nov 2023 - 04min - 1561 - 021123
A fall in bond yields, following disappointing US manufacturing data, was extended after the Fed’s on-hold decision and press conference. The US dollar was mixed, while the S&P500 is up 1.1%.
Wed, 01 Nov 2023 - 04min - 1560 - 011123
The USD and bond yields jumped in response to US wage inflation data which was slightly stronger than expected. Equities were resilient, the S&P500 up 0.6%.
Tue, 31 Oct 2023 - 03min - 1559 - 311023
Bond yields were volatile and the USD fell amid improved risk sentiment, BoJ speculation, and an update on US borrowing. The S&P500 is up 1.3%.
Mon, 30 Oct 2023 - 05min - 1558 - 291023
In choppy trade following mixed US data, bond yields fell slightly, the US dollar closed unchanged, and the S&P500 closed down 0.5%.
Sun, 29 Oct 2023 - 04min - 1557 - 271023
Bond yields fell in response to softer core price data from the US GDP report, despite stronger activity readings. The AUD and NZD rebounded, while equities were weaker (S&P500 down 1.1%). As expected, the ECB held rates steady.
Thu, 26 Oct 2023 - 05min - 1556 - 261023
Bond yields rose despite little news of note, supporting the US dollar and depressing equities, the S&P500 down 1.3%.
Wed, 25 Oct 2023 - 03min - 1555 - 251023
The USD rose, helped by slightly better US (and disappointing Eurozone) PMI data. Bond yields were mixed, and the S&P500 is up 0.7%.
Tue, 24 Oct 2023 - 03min - 1554 - 241023
US bond yields and the USD fell after the former initially rose to historically attractive levels. The S&P500 is up 0.5%.
Mon, 23 Oct 2023 - 02min - 1553 - 201023
The USD and short- term bond yields fell following Fed chair Powell’s speech, while long- term bond yields rose. The S&P500 is down 0.7%.
Thu, 19 Oct 2023 - 02min - 1552 - 191023
A risk averse mood prevailed, Middle East concerns ongoing, pushing the defensive USD higher and equities lower (S&P500 down 1.2%). Bond yields were volatile, net higher.
Wed, 18 Oct 2023 - 02min - 1551 - 181023
Strong US spending and manufacturing data boosted bond yields but not the USD. The S&P500 is down 0.1%.
Tue, 17 Oct 2023 - 03min - 1550 - 171023
Amid a calmer risk sentiment backdrop, the S&P500 rose 1.2%, bond yields rose, and the USD fell slightly.
Mon, 16 Oct 2023 - 03min - 1549 - 161023
A risk averse mood prevailed, markets concerned about escalation in the conflict in Israel. The S&P500 closed down 0.5%, oil rose sharply, and the defensive US dollar rose slightly.
Sun, 15 Oct 2023 - 03min - 1548 - 131023
The US dollar and bond yields rose sharply following eagerly awaited US CPI data which was slightly firmer than expected. Equities fell on high interest rate concerns, the S&P500 down 1.0%.
Thu, 12 Oct 2023 - 03min - 1547 - 121023
The US dollar steadied and short-term bond yields rose slightly following stronger US PPI inflation data. The S&P500 is up 0.1%.
Wed, 11 Oct 2023 - 04min
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