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02.09.26 - 14:30
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Futures Swing As Global Bond Yields Follow Oil Tick For Tick (ZeroHedge)
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Futures Swing As Global Bond Yields Follow Oil Tick For Tick
US equity futures are lower with Tech underperforming as oil prices / bond yields move higher (although off session highs), both in response to an acceleration in "kinetic hostilities" in the Middle East. As of 8:00am ET, S&P futures are down 0.1%, off session lows, while Nasdaq futures rise 0.4% after Dell shares jumped after the company boosted its annual sales forecast by $25 billion. In premarket trading, Semis / Memory are weaker and AVGO is -53bp with earnings after the Close today. Mag7 are mostly lower as are Software names with Hardware buoyed by earnings. Defensives and Energy gain while Cyclicals drop. According to JPM's Market Intel team, which on Monday turned Neutral on stocks (from Bullish), equities will continue to struggle until crude / rates stabilize. Europe's Stoxx 600 retreated 0.7%, while Asian stocks fell the most in two weeks. WTI trades around $90/bbl as the yield curve steepens, having erase...
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02.09.26 - 14:01
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Trump Downplays Desire for Iran Deal, Global Bonds Slump | The Opening Trade 9/2/2026 (Bloomberg)
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The conflict between the US and Iran escalated sharply, with American forces carrying out a fresh wave of strikes and Iran saying it had retaliated.
Meanwhile President Donald Trump downplayed the chances of a deal, writing in a post on Truth Social that he's “not trying to force Iran to the bargaining table.”
The selloff sweeping global bond markets looks painful, but it's nothing compared with the rout four years ago, when soaring inflation forced central banks into a series of rapid-fire interest-rate hikes.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden. (Source: Bloomberg)...
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02.09.26 - 13:18
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Rentenmärkte: Mehr Geisterbahn als Achterbahn (Anleihencheck)
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Hamburg (www.anleihencheck.de) - Die etwas älteren Semester unter uns kennen sicher noch die Kindersendung Sesamstraße, so LAIQON.
Die Rentenmärkte uns würden an den Spruch "..wer, wie was? Wieso, weshalb, warum? Wer nicht fragt, bleibt dumm." Erinnern. Nur mit dem Unterschied, das aktuell auch diejenigen, die fragen würden, oft ratlos am Spielfeldrand stehen bleiben würden. [mehr]...
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