• JP225
• US10YT=X
• USD/CNY
• USD/JPY

Morning Bid: Fed adrenaline keeps pumping, PBOC inertia may drag

Asian markets to start the week positively, buoyed by Fed rate cuts; Japan's yen weakens while China's central bank holds rates amid economic concerns. Key data releases expected.

• US10YT=X
• US2YT=X

Why Citi analysts say shelter inflation may see volatility in the coming months

US consumer prices in August increased by 0.2%, with core prices rising 0.3%, indicating persistent inflation. The Fed plans to reduce interest rates, maintaining economic stability.

• DJI
• IXIC
• US10YT=X
• US2YT=X
• US500

Fed to "get pushed into deeper" rate cuts in 2024 - BofA

The Federal Reserve has cut interest rates by 50 basis points and may implement further cuts, signaling a shift towards easing monetary policy amid economic growth and inflation concerns.

• US10YT=X
• US2YT=X

Super-sized Fed rate cut "good" for US Treasury yield spreads - BofA

The Federal Reserve's aggressive interest rate cuts may benefit US Treasury yield spreads, indicating potential economic easing despite caution from Fed Chair Jerome Powell on future cuts.

• US10YT=X

Investors should de-risk ahead of US elections, BCA says

BCA Research advises investors to de-risk portfolios amid potential recession, geopolitical tensions, and election uncertainties, emphasizing cautious positioning and favoring certain asset classes.

• 1YMZ24
• CME
• DJI
• DXY
• ESZ24
• IXIC
• NQZ24
• US10YT=X
• US2YT=X
• US500

US retail sales unexpectedly rise in August

• 1YMZ24
• CME
• DJI
• DXY
• ESZ24
• IXIC
• NQZ24
• US10YT=X
• US2YT=X
• US500

US retail sales unexpectedly rise in August

US retail sales rose 0.1% in August, easing concerns about an economic slowdown ahead of a key Federal Reserve interest rate decision, with traders speculating on potential cuts.

• DXY
• US10YT=X

Small Aug CPI rise seen sealing 25 bp cut next week

• AAPL
• BA
• CL
• ORCL
• US10YT=X
• US30YT=X
• US500

Post-payrolls foothold, new iPhones and debate

Wall Street stabilizes post-employment report, looking to major events including Apple's iPhone launch and pivotal U.S. presidential debate amid mixed market sentiments.

• AAPL
• BA
• CL
• ORCL
• US10YT=X
• US30YT=X
• US500

Post-payrolls foothold, new iPhones and debate

Wall Street recovers from employment report reactions, with attention on Apple's iPhone launch and political debates, while Fed rate cuts and inflation pressures remain significant.