Israeli hostages for Palestinian prisoners swap proposal sent to Hamas after Paris talks
Spreads on US high-yield bonds have fallen to the lowest since the beginning of 2022
The Hungarian parliament has ratified Sweden's bid to join NATO, clearing the last major obstacle to membership
"Globes" has learned that four submarine communications cables have been damaged in the Red Sea between Jeddah in Saudi Arabia and Djibouti in East Africa.
China’s Oppo unveils prototype augmented reality glasses with voice assistant
“We like the China domestic market more than the offshore market because the domestic market has policy support with evidence of national team buying,” said at Goldman Sachs strategist Sunil Koul
Ryanair warns of 10% fare rise this summer due to lack of planes
Japan CPI beats exp. Core (ex-fresh food, energy) 3.5% YoY vs 3.3% exp
UK's grocery inflation hits lowest level in two years, but non-food items keep rising
Germany March GfK consumer sentiment -29.0 vs -29.0 expected
The Swiss government’s translators are now using artificial intelligence to translate official documents
Russian Prime Minister Mikhail Mishustin has approved a ban on gasoline exports for six months starting from March 1. Novak noted that seasonal demand for the fuel will soon pick up in the domestic market
More Techs : SPX500 is 13-15% above 200dma (same as mid Jan), pretty rare, Equity inflows over the past 5 weeks have totaled $75bn, the strongest in 2 years --DB
Markets : pretty quiet ahead of PMI's and other macro data this week. A little bid of consolidation in equity markets 'should' be welcome by the bulls. FX pretty quiet, vols on the floor. 2y UST 's back t 4.70%, USDollar not playing with yields since mid February
Michael Pettis on X: "1/6 SCMP: China International Capital Corporation is calling "for Beijing to bolster fiscal support to consumers and businesses, citing a relative gulf in effect for pandemic-era stimulative actions taken by China and the United States." https://t.co/Bz46v5uwHr via @scmpnews" / X (twitter.com)
Biden Says Israel Agrees to Stop Gaza Attacks for Ramadan as Hamas Mulls Draft Truce Proposal (usnews.com)
Althea Spinozzi on X: "🇺🇸Record $64bn 5y UST auction shows that investors are extending duration (vs 2y USTs) but want a higher yield to hold the notes: - Tail: 0.8bp - Indirect and direct bidders as well as BTC rebounded compared to last month ⚠️in Q2, the Treasury is looking to issue $70bn 5y notes https://t.co/3BgDntVo8p" / X (twitter.com)
Supply not satisfying demand, that is all - we often hear end of the world predictions that higher rates will kill the market, well only a third of housing is actually attached to a mortgage, a third is in rentals/buy to let and a 3rd or so with no mortgage at all..
SPX500 - NVDA impact last week!
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