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Morning Brew January 25 2023
Erik Schafhauser
Senior Relationship Manager
Summary: Limbo
Good Morning,
Markets are a little in Limbo looking for direction and the next impulse. Equities are little changed from yesterday, the U Indexes closed less than 0.5% from the open and are giving more ground on high Australian Inflation.
Most “interesting” for traders yesterday was an IT Issue that prevented a proper opening of many stocks.
Microsoft earnings were better than feared and shares could rise initially, on a rather bleak outlook, they aftermarket ended 1% below the close.
The Australian CPI came higher than expected and let the AUD soar to the highest level since August. Technically there is room to 0.7270/80. The UK PPI came lower at -1.1 % vs +0.3% expected.
The USD Index it below 102 again at 101.80, EURUSD is 1.09 GBPUD 1.2320 USDJPY 130.40 and Gold and Silver 1930 and 23.55.
With little top tier news on the agenda, earnings will be key, with Tesla and IBM the most prominent. Tomorrow we are expecting the US GDP advance reading which could have an impact on next week’s rate decision. On Wednesday the first FOMC for 23 will announce the rate decision, on Thursday the Bank of England and the ECB.
Economic Data & Earnings
Wednesday
Earnings: ASML Holding Tesla Inc IBM ServiceNow Abbott Laboratories NextEra Energy Inc AT&T Inc Boeing Co Automatic Data Processing Automatic Data Processing Inc
Thursday
US Durable Goods Orders, GDP Advance, Labor Data
Earnings: SAP SE Visa Inc LVMH Christian Dior Intel Corp Mastercard Inc Comcast Corp Diageo PLC Blackstone Inc
Friday
US PCE and University of Michigan Sentiment
Earnings: American Express Co Chevron Corp