Newsquawk Rundown, Daily Podcast

Newsquawk
  • 5.0 (3)
  • Investing
  • Updated Daily

Get up to speed with everything you need to know ahead of today's open with the Newsquawk rundown

  1. 2h ago

    US Market Open: NQ set to end Q2 with gains of 24%; Markets await US-Iran talks in Doha

    US President Trump's envoys Kushner and Witkoff are flying to Doha for talks; Iran believes the trip is focused on ceasefire compliance, and is not there for talks with the US, NYT reported.US equity futures are slightly firmer (NQ +0.1%) and set for their biggest quarterly gain in 6 years. DXY strengthens, lifting USD/JPY firmly above 162.00; EUR weakness helped by cooler French and German State CPIs.Fixed income benchmarks higher but off best levels, with a busy central bank speaker slate ahead.Crude benchmarks dip again despite uncertainty over US-Iran talks in Doha.Looking ahead, highlights include German Inflation Prelim. (Jun), Canadian GDP (Apr), US JOLTs (May), Speakers include ECB's Schnabel, Cipollone, Rehn & Lane, BoE's Breeden, Earnings from Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  2. 7h ago

    EU Market Open: US officials head to Doha for talks with Iran, though Tehran claims nothing is planned; USD/JPY trades above 162.00

    US President Trump's envoys Kushner and Witkoff are flying to Doha for talks; Iran believes the trip is focused on ceasefire compliance, and is not there for talks with the US, NYT reported.Iranian Foreign Ministry Spokesperson Baghaei said "we will not hold any negotiation meetings at any level with the American side in the coming days”, Tasnim reported. Journalist Mallick suggested talks may occur through Pakistani/Qatari mediators.US Secretary of State Rubio said at a Congress briefing that there is a possibility the nuclear talks with Iran may fail.APAC stocks were mixed; European equity futures are indicative of a mildly firmer open.DXY slightly firmer; USD/JPY chopped around 162.00 on comments from Chief Cabinet Secretary Kihara, before dipping on jawboning from Finance Minister Katayama.Looking ahead, highlights include German Import Prices (Jun), Retail Sales (May) & Unemployment Rate (Jun), State/Nationwide Inflation Prelim. (Jun), UK GDP Final (Q1), French Inflation Prelim. (Jun), Canadian GDP (Apr), US JOLTs (May).Speakers include ECB's Vujcic, Elderson, Schnabel, Cipollone & Lane, BoE's Breeden, and earnings from Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  3. 1d ago

    US Market Open: NQ benefiting from SPCX introduction; crude choppy over mixed reporting regarding Doha talks

    Over the weekend, the US CENTCOM announced that it conducted strikes against multiple Iranian targets after Iran hit a Panama-flagged tanker. In response, Iran struck US military bases in Gulf nations.Thereafter, the US and Iran agreed to halt strikes and to resume meetings this week. The talks are reportedly to be held on Tuesday, with a focus on the Strait of Hormuz and the recent escalation. Crude futures off best levels, Brent +1.3%.South Korea announced a new USD 880bln AI and chip spending package, which includes huge investment from the likes of Samsung Electronics (005930 KS) and SK Hynix (000660 KS).US equity futures gain, with the NQ being supported by the South Korean chip investment and the introduction of SPCX into the index. DXY softer; G10s broadly firmer with outperformance in the Kiwi.Fixed income benchmarks choppy but ultimately slightly softer, with Gilts in focus as MP Burnham prepares a speech.Looking ahead, highlights include US Dallas Fed Manufacturing Index, Speakers including ECB's Lagarde & UK MP Burnham. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  4. 1d ago

    EU Market Open: US and Iran agree to halt strikes on eachother, after a weekend of fighting; Brent +0.4%

    Over the weekend, the US and Iran exchanged fire; the US said it responded to the Iranian’s decision to hit a Panama-flagged tanker. In response, Iran struck military bases in Gulf nations.Thereafter, the US and Iran agreed to halt strikes and to resume meetings this week. The talks are reportedly to be held on Tuesday, with a focus on the Strait of Hormuz and the recent escalation.US, Israel, and Lebanon signed a trilateral framework agreement on Friday; Hezbollah rejected the agreement, suggesting that it would only accept a complete Israeli withdrawal from Lebanon.Crude benchmarks gained at the reopen, but then faded off highs after the US and Iran agreed to halt strikes; Brent Aug’26 +0.4%.APAC stocks were mixed; European equity futures are indicative of a slightly firmer open.DXY is flat and holds above 101.30; G10s are mixed, the Kiwi slightly outperforms whilst the CHF and JPY lag.Looking ahead, highlights include Spanish Inflation Prelim. (Jun), Speakers including BoE's Pill, ECB's Lagarde & UK MP Burnham.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  5. 4d ago

    US Market Open: US equity futures lower; Brent continues to slide with focus on ships traversing the Strait

    Iranian Deputy Foreign Minister said the safe passage through the Strait of Hormuz without consideration of Iran's sovereignty is not guaranteed. This follows an Iranian strike on a Singapore-flagged cargo ship after failing to follow the set route.US President Trump said we have a new market coming up called Iran and added that Iran wants to make a deal with us very badly and thinks they will make a deal.US equity futures are softer, with the NQ underperforming after further tech selloff in South Korea.DXY continues to pull back but remains firmly above the 100.00 handle; G10s are broadly firmer with the EUR outperforming.Fixed income benchmarks are off best levels as the haven bid returns to bonds.Energy benchmarks continue to fall despite the recent strike on the Singapore cargo ship.Looking ahead, highlights include US Goods Trade Balance Advance (May), Wholesale Inventories (May), UoM Sentiment Final (Jun), Speakers including Kashkari, ECB's Vujcic, RBNZ's Bremen and Norges Bank's Bache.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  6. 4d ago

    EU Market Open: Crude benchmarks continue to slip despite halts to the Hormuz evacuation plan; European equities are set to open lower

    Iran attacked a Singapore-flagged cargo ship on Thursday in the Strait of Hormuz, WSJ reported, citing sources. Separately, the UN shipping agency temporarily paused its evacuation plan for stranded ships and seafarers out of Hormuz after the attack.Iran's PGSA said vessels outside PGSA-set routes will not be guaranteed safe passage.APAC stocks were broadly on the backfoot, with hefty declines in the tech-heavy KOSPI; European equity futures are indicative of a weak open.DXY trades with incremental losses; USD/JPY continues to hold around the 160.60 level.Looking ahead, highlights include Swedish PPI (May), US Goods Trade Balance Advance (May), Wholesale Inventories (May), UoM Sentiment Final (Jun), ECB CES (May), Speakers including Kashkari, ECB's Nagel & Vujcic, RBNZ's Bremen, Norges Bank's Bache, and Supply from Italy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  7. 5d ago

    US Market Open: Micron soars 18% after stellar earnings, boosting global sentiment; crude benchmarks continue to pull back

    Conflicting reports on whether Israeli forces have pulled away from southern Lebanon, with Israeli and Lebanese sources denying earlier comments by a US State Department official stating Israel has pulled back.A senior Iraqi Oil Ministry official said the nation will consider all available options if its OPEC quota is not significantly increased and has considered the idea of leaving OPEC.Micron surges over 16% pre-market after it beat expectations and issued stronger guidance, benefiting from surging AI-driven demand, rising memory prices and long-term customer agreements, NQ +2.1%.DXY consolidates just shy of YTD highs; G10s mixed with cable outperforming.Fixed income benchmarks trade mixed ahead of a busy US data docket.Energy prices continue to fall while spot gold holds below USD 4k/oz. Looking ahead, highlights include US PCE (May), GDP Final (Q1), Jobless Claims (Jun/20), Durable Goods (May), Chicago Fed Labour Market Indicator (Jun), Atlanta Fed GDP (Q2), Banxico Policy Announcement, Speakers including ECB's Lane & Cipollone, Fed's Bowman, Williams & Goolsbee, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    2 min

  8. 5d ago

    EU Market Open: Micron surges after Q3 earnings+guidance beat; NQ and European futures benefit

    US stocks finished mixed. APAC trade was similar, but with KOSPI, +5.9%, leading and NQ, +1.9%, outperforming after strong Micron results, +18%.Micron beat expectations and issued stronger guidance, benefiting from surging AI-driven demand, rising memory prices and long-term customer agreements.DXY under modest pressure, peers generally contained. Brief JPY support seen on hawkish comments from BoJ's Tamura.Fixed contained, USTs unaffected by a weak 5yr sale, JGBs capped by the 20yr tap.Brent wiped out all upside from the US-Iran conflict. Precious metals choppy, base peers followed the risk tone higher.Looking ahead, highlights include German GfK Consumer Confidence (Jul), French Consumer Confidence (Jul), Spanish GDP Final (Q1), US PCE (May), GDP Final (Q1), Jobless Claims (Jun/20), Durable Goods (May), Chicago Fed Labour Market Indicator (Jun), Atlanta Fed GDP (Q2), Banxico Policy Announcement, German Finance Agency Issuance Outlook (Q3), Speakers including ECB's Lane & Cipollone, Fed's Bowman, Williams & Goolsbee, Supply from the UK & US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    3 min
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Get up to speed with everything you need to know ahead of today's open with the Newsquawk rundown

Information

  • Creator
    Newsquawk
  • Years Active
    2017 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2026 Newsquawk Blog, insights into market news
  • Show Website
    Newsquawk Rundown, Daily Podcast

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