|
|
|
|
|
|
|
|
|
10.03.26 - 15:54
|
Capital Markets Are ′Very Much Open,′ JPMorgan′s Foley Says (Bloomberg)
|
|
|
Kevin Foley, global head of capital markets at JPMorgan Securities, says capital-markets demand is holding up despite the conflict in the Middle East. “We continue to see good demand out there. There's been a rotation in terms of where the interest is, but deals are getting done.” (Source: Bloomberg)...
|
|
|
10.03.26 - 15:03
|
Futures Slide, Reversing Overnight Gains As "Off-Ramp Optimism" Fades (ZeroHedge)
|
|
|
Futures Slide, Reversing Overnight Gains As "Off-Ramp Optimism" Fades
S&P futures are unchanged this morning, but approaching session low, following Trump comments that appeared to be the first signs of an off-ramp which however were followed by renewed fighting in the Middle East. While the risk is of re-escalation, JPMorgan writes that we are "seeing a global unwind of war-related trades as the market awaits additional news from US, Israel, Iran" but with headlines like this it will hardly last *IRAN BEGINS NEW WAVE OF MISSILE STRIKES ON NORTHERN ISRAEL: TV. As of 8:00am, S&P futures are down 0.2%, and Nasdaq futs turn red even as Mag7 and Semis help Tech outperform with AI themes working across regions. TSMC sales worth noting up 30% in the first two months of the year. ORCL post close in focus on the tech/AI front. Global markets snapped higher with the batshit insane KOSPI leading up 535bps one day after being halted limit down (again), Europe rises ~200bps, depend...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.03.26 - 13:36
|
G-7 Panic? World Leaders Weigh Emergency SPR Dump As Oil Prices Erupt Into Triple-Digit Territory (ZeroHedge)
|
|
|
G-7 Panic? World Leaders Weigh Emergency SPR Dump As Oil Prices Erupt Into Triple-Digit Territory
Asian and European equities traded lower, while U.S. equity futures fell 1% as Brent and WTI futures traded in triple-digit territory following the weekend escalation in Middle East tensions. The energy shock we have been warning about for the past week, citing top institutional desks from JPMorgan, UBS, Goldman, and others, is now staring G-7 leaders directly in the face as energy market panic erupts.
You know conditions are deteriorating very quickly when the Financial Times reports that G-7 finance ministers are set to hold an 8:30 a.m. New York time call to discuss a possible coordinated release of strategic oil reserves to combat runaway crude prices, as Brent crude hit $119/bbl overnight. Such a move to dump SPR on global markets shows just how afraid policymakers are that the oil shock could crush consumer sentiment and, in turn, hit economic growth.
There have been five coordinated SPR dum...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
