Newsquawk Rundown, Daily Podcast Newsquawk

Equities mostly, but modestly firmer; TSMC beat Q1 expectations, though lower in the pre-marketDollar slightly lower, G10’s generally flat/firmer with newsflow lightBonds bid, continuing the upside seen following Wednesday’s auctionCrude is at lows, pressured by Israel/Iran reports; XAU edges higherLooking ahead, US IJC, Philly Fed, Comments from ECB’s Schnabel, Fed’s Williams, Bowman & Bostic, Earnings from...

Equities are in the green, except for the AEX, which is weighed on by poor ASML results; Luxury bellwether LVMH gains post-earningsDollar is lower though still above 106.00, Antipodeans outperform and GBP benefits post-CPIUSTs incrementally firmer, Gilts gapped lower following hotter-than-expected CPI though have pared to near unchangedCrude is pressured as markets await geopols updates, XAU is firmer, benefiting from recent Dollar...

Equities are entirely in the red, continuing the negative price action seen in the prior sessionDXY holds around 106.30, Antipodeans suffer from the broader risk tone and mixed Chinese dataBonds are pressured, and Bunds more-so after German ZEW while Gilts gapped lower on wage numbersCrude is off best levels as focus remains on geopols, XAU lowerLooking ahead, Canadian CPI, New Zealand CPI, Comments from Fed’s...

Equities are firmer though with the FTSE 100 lagging, hampered by broader weakness in the crude complexDollar flat, AUD benefits from metals strength and JPY lagsBonds pressured in a continuation of recent price action, Bunds looking to test 132.00Crude lower after the Iran attacks were mostly nullified, XAU modestly firmerLooking ahead, US Retail Sales, Fed's Williams, BoE’s Breeden & ECB’s Lane & de...

European bourses are entirely in the green, Stateside futures are contained on either side of the unchanged markDollar is bid which has weighed on G10 peers, with EUR down to 1.0657Fixed complex higher with Bunds outperforming as markets digest Thursday’s ECB announcement and Fed divergenceCrude is bid given the heightened geopolitical environment, XAU makes record highsLooking ahead, Uni. of Michigan (Prelim.),...

Equities are mostly lower, continuing the sell-off seen in the prior session; the RTY underperformsDollar is flat and firmly above 105, USD/JPY back on a 153 handleUSTs contained at post-CPI lows whilst Bunds dip lower ahead of the ECBCrude is incrementally firmer, XAU rangebound and base metals little changed despite softer Chinese inflation figuresLooking ahead, US IJC & PPI, ECB Policy Announcement &...