Lloyds

Frontrunning: March 21

  • Gorsuch Strives to Present Himself as Above Political Fray (WSJ)
  • Investigation Could Hurt Trump’s Clout in Congress (WSJ)
  • U.S. to Ban Laptops and Tablets in Cabins of Some Mideast Flights (BBG)
  • Tillerson no-show at NATO renews European disquiet about Trump (Reuters)
  • Don’t Blame Your Social Media Feed for the Growing Political Divide (BBG)
  • High-Frequency Traders Fall on Hard Times (WSJ)

Frontrunning: March 16

  • Fed's 'dovish hike' sends shares to record highs, dollar dips (Reuters); Markets Rally After Fed Rate Increase Decision (BBG)
  • Yellen Calms Fears Fed’s Policy Trigger Finger Is Getting Itchy (BBG)
  • Europe Gets Reprieve in Dutch Election, But the Center Fragments (BBG); Relief in EU capitals as Dutch PM sees off far-right's Wilders (Reuters)
  • Trump's first budget: military wins; environment, aid lose (Reuters)
  • Trump Says He Based Charge of Obama Wiretapping on Media Reports (BBG)

With All Eyes On Trump Tonight, US Futures, Global Stocks Hug The Flatline

With traders focused on President Trump's address to Congress tonight where he is expected to outline his economic priorities and provide plan details, European stocks are little changed for a second day and Asian stocks decline modestly as U.S. futures trade around the flatline. Oil declines, while the dollar is little changed.

Frontrunning: February 23

  • Trump to Brainstorm on Job Policies With Corporate CEOs (BBG)
  • Border-Adjustment Tax Divides Energy Sector (WSJ)
  • French Bonds Rally After Macron Boosts Presidential Campaign (BBG)
  • Boeing Fighter Jet, Feared Dead, Gets New Life From Trump Tweets (BBG)
  • Treasury Secretary Steven Mnuchin Sees Tax Overhaul by August (WSJ)
  • Why Mexico Is Trump’s First Line of Defense on Immigration (BBG)

European Rally Fizzles, S&P Futures Turn Red As USDJPY Slides, Bunds Strongly Bid

What started off in familiar fashion, with Asian stocks rising, and Europe hitting multi-month highs and US futures in record territory has stumbled in recent minutes following a continued rush for safety in short-dated German Bunds (the 2Y is now trading at -0.92%) and ongoing selling in the USDJPY, which has pushed Stoxx 600 back to unchanged, and S&P futures to modestly red for the session.

Frontrunning: February 10

  • Trump backs 'one China'  (Reuters)
  • Senate votes to confirm Rep. Price as health secretary (Reuters)
  • H-1B Crackdown Fears Open Rift Between U.S., Indian Firms (WSJ)
  • Trump, Japan's Abe to hold summit amid air of uncertainty (Reuters)
  • Trump Will Use Abe Visit to Soothe Worried Asia-Pacific Allies (WSJ)

Frontrunning: February 8

  • Stock futures little changed amid earnings rush (Reuters)
  • Workers Set to Strike at World’s Largest Copper Mine (WSJ)
  • For Trump Travel Ban, Hard Questions From U.S. Appeals Court (BBG)
  • Melania Trump Sues Mail Online for $150 Million (BBG)
  • Ivanka Trump oversaw Murdoch daughters’ trust (FT)

Frontrunning: January 24

  • Dollar steadies after stumble, sterling rides out Brexit ruling (Reuters)
  • After U.S. exit, Asian nations try to save TPP trade deal (Reuters)
  • U.K. Court Rules Brexit Trigger Needs Parliamentary Vote (BBG)
  • Brexit plans unlikely to be slowed by Article 50 defeat (Reuters)
  • Health Secretary Nominee Proposed Bill Benefiting Puerto Rico Investments (WSJ)

US Futures Flat Ahead Of December Payrolls; Dollar Rebounds

European shares fell modestly, Asian equities declined for the first day in three, and US equity futures were unchanged before the December U.S. nonfarm payrolls report. China’s offshore yuan fell the most in a year to pare a record weekly rally, while Mexico’s peso climbed after the central bank sold dollars. Oil was trading lower in early trading.

Frontrunning: December 29

  • Russia's Putin says Syrian government, opposition sign ceasefire deal (Reuters)
  • Snap’s IPO Pitch to Tout Service as ‘the Next Facebook’ (WSJ)
  • What History Has to Say About the Economy Trump Will Inherit (BBG) - zero mentions of the word "debt"
  • Trump tax reforms could depend on little-known 'scoring' panel (Reuters)
  • Debbie Reynolds Dies a Day After Daughter Carrie Fisher (BBG)
  • U.S. appeals court rejects SEC's use of administrative law judges (Reuters)

Frontrunning: December 21

  • Futures little changed after Dow, Nasdaq hit records (Reuters); Europe Stocks’ Rally Dims as Banks Drop; Oil Gains (BBG)
  • Monte dei Paschi says could run out of liquidity after four months (Reuters)
  • Spanish Banks Lose EU Case on Mortgage Interest Repayments (BBG)
  • Russia says trust needed for global oil output deal to be success (Reuters)
  • U.S. plays down absence from Moscow talks on Syria, says not 'sidelined' (Reuters)

Frontrunning: December 14

  • Countdown to first Fed hike in a year under way, but focus shifting to 2017 (Reuters)
  • What to Expect From the Fed: Decision-Day Guide (BBG)
  • Investors Expect Fed Rate Rise, Seek Clues on Next Step (WSJ)
  • What ceasefire? Aleppo evacuation delayed (Reuters); Aleppo Fighting Resumes Hours After Cease-Fire Deal (WSJ)
  • Too big to fail: China maps out its Trump strategy (Reuters)

Frontrunning: December 13

  • Trump Picks Exxon Chief for State Amid Concerns (Reuters)
  • Buoyant Markets Pose New Challenge for the Fed (WSJ)
  • Tweeter-in-Chief Trump Faces Test After Yellen’s Rate Decision (BBG)
  • Trump Dissing Daily Intelligence Briefing Worsens Rift With CIA (BBG)
  • SWIFT confirms new cyber thefts, hacking tactics (Reuters)

Frontrunning: November 23

  • S&P 500 Futures Signal Rally Ebbing; Bonds Decline in Europe (BBG)
  • Oil prices capped by doubts OPEC-led cut will end glut (Reuters)
  • Fed Minutes to Be Parsed for Insight on Inflation, Jobs (WSJ)
  • Trump keeping 'open mind' on pulling out of climate deal (Reuters)
  • Trump Raises Prospect of Keeping Ties to His Firms (WSJ)