• AAPL
• IXIC
• META
• MIWD00000PUS
• MIWO00000PUS
• MSFT
• NVDA
• SFTBY
• TSLA
• US500

Morning Bid: Trump tariff grenade threatens market calm

Asian markets brace for U.S. tariff volatility after better-than-expected earnings from Big Tech, with Japan's activity expected amid eased global macroeconomic conditions.

• JP225
• MIWO00000PUS
• US500
• USD/JPY
• USDIDX

Morning Bid: Inauguration caution cools risk-on revival

Asian markets show optimism due to China's economic revival and U.S. market rallies, tempered by Trump's inauguration jitters and ongoing U.S. economic concerns.

• MIWO00000PUS

CTAs long positions in global stocks valued at approximately $112 billion: Goldman Sachs

Goldman Sachs reports CTAs holding $112 billion in equities, long/short performance variations, and notes a stock buyback blackout until January 2025, reducing trading volumes.

• JP225
• KBE
• MIWO00000PUS
• STOXX
• US10YT=X
• US500
• VIX

Stock funds witnessed biggest inflows ever in a week to Wednesday: BofA

Equity funds saw a record inflow of $68.7 billion, while cash and bond funds faced significant outflows, driven by bullish sentiment and volatility in markets.

• JP225
• MIWO00000PUS

Global equities net bought for a second straight week: Goldman Sachs

Global equities see continued net buying, led by Consumer Staples, while trading volume increases and Japanese stocks gain attention from hedge funds ahead of the BoJ meeting.

• MIWO00000PUS
• US10YT=X
• USD/CNY

Morning Bid: China FX eyed, markets surge on Fed hopes

• FCHI
• MIWO00000PUS
• STOXX
• US500

'Goldilocks narrative' to continue to support stocks higher: Barclays

Barclays strategists highlight a favorable economic environment supporting equity markets, amid global recovery, upcoming payroll data, and political instability in Europe affecting investor sentiment.

• MIWO00000PUS
• USD/KRW

Investor reaction to South Korea's political crisis

South Korean shares dropped amid a political crisis spurred by President Yoon Suk Yeol's martial law declaration, causing market uncertainty and investor caution.

• JNJ
• MIWO00000PUS
• NVO
• SWAV
• UK100

Healthcare executives expect more IPOs and corporate dealmaking in 2025

Healthcare executives see increased IPOs and M&A activity in 2025, citing geopolitical risks as major concerns, with confidence improving in the sector's outlook.

• MIWO00000PUS
• NDX
• NVDA

Morning Bid: Seeking global steer, watching Fed pendulum swings

Asian investors are cautiously optimistic, tracking global market sentiments, ahead of key earnings and economic data, including the RBA meeting minutes and Nvidia's results.