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Morning Brew November 15 2022
Erik Schafhauser
Senior Relationship Manager
Summary: Quo Vadis
Good Morning,
Traders and investors had a bit if a hard time digesting the strong rise in risk sentiment last week, profit taking, coupled with the limited fallout of the FTX collapse, News Amazon will cut staff and comments from Fed speakers on the likely path from here.
Indexes gave up a little ground yesterday and the Dow fell by 0.63%, S&P 500 by 0.89%, Nasdaq by 1.12%, over night we see them rise again and the US 500 is at 3977, the USTECH100 at 11.800 and the GER 40 14333.
US 10 year rates are trading below 3.90 and the Terminal Rate remains at 4.90 (in May/June 2023)
The USDINDEX EURUSD is just below 107 as EURUSD 1.0330. USDJPY 140.30 and GBPUSD at 1.1780. Gold and Silver are high at 1770 and 22.
Bitcoin seems to stabilize above 16k and is currently trading at 16700.
The direction from here will depend on ne next key data points, today the EU GDP a, the German ZEW US PPI expected at 8.3% , tomorrow the UK CPI/ PPI, US Retail Sales and Canada`s inflation.
Thursday the EU HICP expected at 10.7% and Friday the UK Retail sales.
The G20 has the potential to deliver possible surprises and Donald Trump has announced an important announcement for today where it is expected he will announce his running for the presidency again in 2024 – Even though he is the clear loser of the midterms.
Key Earnings:
- Tuesday: Infineon Technologies, Vodafone, Alcon, Walmart, Home Depot, Sea Ltd
- Wednesday: Siemens Energy, Tencent, Experian, SSE, Nibe Industrier, Nvidia, Cisco, Lowe’s, TJX, Target
- Thursday: Siemens, Alibaba, Applied Materials, Palo Alto Networks, NetEase
- Friday: JD.com
Headlines:
- Tesla CEO Elon Musk this week has to defend his $56 billion pay package against shareholder allegations it was rigged.
- Roche's Alzheimer's drug fails to meet goal
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