EU AUTOMOTIVE: BMW: 2Q25 Results      

Jul-31 07:56

You are missing out on very valuable content.

(BMW; A2/A/NR) * Revenue 6% below BBG consensus at -6% ccy. * EBIT beat by 5%. It had strong sales ...

Historical bullets

MNI: GERMANY JUNE FINAL MANUF PMI 49.0 (49.0 FLASH; 48.3 PRIOR)

Jul-01 07:55
  • MNI: GERMANY JUNE FINAL MANUF PMI 49.0 (49.0 FLASH; 48.3 PRIOR)

BONDS: Rally Extends

Jul-01 07:55

Bonds continue the squeeze higher through early London trade.

  • U.S. 10-Year yields have traded below 4.20%, hitting the lowest levels seen since early May.
  • BoE Governor Bailey provided some comments on QT (detailed earlier), with some suggesting that his comments point to the potential for a slowing of QT. We will provide our thoughts on his comments and BoE QT in general shortly.
  • Core global curves bull flatten.

MNI: GERMANY JUNE UE RATE (SA) 6.3% (FCST 6.3%); MAY 6.3%

Jul-01 07:55
  • MNI: GERMANY JUNE UE RATE (SA) 6.3% (FCST 6.3%); MAY 6.3%
  • GERMANY JUN UE NET CHANGE (SA) +11K; MAY +33K
  • GERMANY JUN UE TOTAL (SA) 2.972 MN; MAY 2.961 MN