|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08.04.26 - 15:45
|
US Futures, Global Stocks And Bonds Soar On Ceasefire Relief, Oil Plummets (ZeroHedge)
|
|
|
US Futures, Global Stocks And Bonds Soar On Ceasefire Relief, Oil Plummets
US futures, global stocks and bonds are sharply higher while oil prices plunge the most in years as a wave of optimism swept through global markets after the US and Iran agreed to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz: JPMorgan's Market Intel desk, which moves from Neutral to Tactically Bullish this morning, says to look for a re-risking in the very near-term albeit it with higher energy prices. As of 8:00am ET, S&P futures are 2.8% higher while emerging-market stocks rallied the most since 2022; Nasdaq gains 3.5% with Mag7 and Semis seeing significant bids as part of an 'Everything Rally' ex-Energy. Yet while the overwhelming mood in markets is relief, the same core challenges remain to find a resolution amenable to both countries and Goldman's Delta-One head says he is selling the rally. Brent plunged 16% to around $93 a barrel. Bonds surged, with 10Y tsy yields sliding 8b...
|
|
|
08.04.26 - 15:45
|
Robuster Corporate-Bond-Markt trotz „AI Scare“ und Irankrieg (DZ Bank)
|
|
|
Das hohe Investitionsvolumen der Hyperscaler, Sorgen vor den Auswirkungen der KI auf die Software- und Medienbranche sowie der Irankrieg stellen auch für den Markt für Euro-Unternehmensanleihen Belastungen dar. Dies zeigt sich in merklichen Spreadausweitungen bei den Anleihen der potenziell betroffenen Unternehmen, aber auch in einem hohen Neuemissionsvolumen von US-Technologiekonzernen, welche verstärkt den Euro-Markt für die Refinanzierung nutzen und so zum Wachstum des europäischen Kapitalmarkts beitragen.
...
|
|
|
|
|
08.04.26 - 15:12
|
What Iran War Ceasefire Means for Stocks, Bonds, Oil | The Pulse 4/8 (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Myles Bradshaw, JPMorgan Asset Management, Head of Global Aggregate Strategies; Alessia Berardi, Amundi Investment Institute, Emerging Macro Strategy Head; Julien Barnes-Dacey, European Council on Foreign Relations, Middle East and North Africa Programme Director; Rafaèle Tordjman, Jeito Capital, Founder and CEO. (Source: Bloomberg)...
|
|
|
08.04.26 - 14:18
|
India Holds Key Interest Rate; Maintains Neutral Stance (RTTNews)
|
|
|
The Reserve Bank of India decided to hold its benchmark interest rates and 'neutral' stance on Wednesday as macroeconomic outlook remains resilient despite elevated geopolitical tensions. At the meeting, the Monetary Policy Committee, governed by Sanjay Malhotra, unanimously decided to keep the policy repo rate unchanged at 5.25 percent....
|
|
|
|
|
|
|
08.04.26 - 12:36
|
More global firms eye Hong Kong for cheaper yuan loans, bonds: StanChart (SCMP)
|
|
|
More companies are using Hong Kong as a platform to tap yuan funds to finance their operations, thanks to the city's active capital market and a new 200 billion yuan (US$28.68 billion) liquidity facility that provides steady, cheap yuan funding, according to a Standard Chartered report on Wednesday.
Among companies that have yuan exposure, about 24 per cent said they would like to increase yuan financing over the next three years, according to Standard Chartered, citing the results of a survey......
|
|
|
|
|
08.04.26 - 12:13
|
AUKTION/Bund stockt 10-jährige Anleihe auf (Dow Jones)
|
|
|
Von Emese Bartha DOW JONES--Die Deutsche Finanzagentur hat am Mittwoch die Bundesanleihe mit Fälligkeit im Februar 2036 im Auktionsverfahren aufgestockt. Nachfolgend die Einzelheiten der Auktion (in Klammern die Ergebnisse der vorigen ......
|
|
|
|
|
|