EU TRANSPORTATION: DSV: 3Q Results
(DSVDC; A3/A- Neg/NR) (stock +5%) WC manged well to boost FCF, FY earnings revised tad lower on 1) ...
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LOOK AHEAD: Tuesday Data Calendar: Flash PMIs, Regional Fed Data, Fed Speak
- US Data/Speaker Calendar (prior, estimate)
- 09/23 Chicago Fed Goolsbee on CNBC
- 09/23 0830 Philadelphia Fed Non-Mfg Activity (-17.5, --)
- 09/23 0830 Current Account Balance (-$450.2B, -$256.6B)
- 09/23 0900 Fed VC Bowman economic outlook, moderated Q&A
- 09/23 0945 S&P Global US Mfg PMI (53.0, 52.2)
- 09/23 0945 S&P Global US Services PMI (54.5, 54.0)
- 09/23 0945 S&P Global US Composite PMI (54.6, 54.0)
- 09/23 1000 Atlantaa Fed Bostic economic outlook, moderated Q&A
- 09/23 1000 Richmond Fed Mfg Index (-7, -5)
- 09/23 1000 Richmond Fed Business Conditions (6, --)
- 09/23 1130 US Tsy $85B 6W bill auction
- 09/23 1235 Fed Chair Powell economic outlook, moderated Q&A
- 09/23 1300 US Tsy $69B 2Y Note auction (91282CPB1)
- 09/23 1530 Chicago Fed Goolsbee on ABC
- Source: Bloomberg Finance L.P. / MNI
US TSY FUTURES: Net Short Setting Dominated On Monday
OI data points to net short setting in most contracts as futures ticked lower on Monday.
- The only exception to the wider theme came via modest net long cover in UXY futures.
- Over ~$7mln DV01 of fresh net short exposure was set across the curve on the day, with the largest positioning swing coming in TY futures (~$3.5mln DV01).
| 22-Sep-25 | 19-Sep-25 | Daily OI Change | OI DV01 Equivalent Change ($) |
TU | 4,560,999 | 4,534,777 | +26,222 | +1,050,813 |
FV | 6,733,310 | 6,725,156 | +8,154 | +359,956 |
TY | 5,443,014 | 5,391,626 | +51,388 | +3,493,614 |
UXY | 2,370,942 | 2,373,451 | -2,509 | -227,392 |
US | 1,834,479 | 1,823,082 | +11,397 | +1,613,108 |
WN | 2,018,624 | 2,014,186 | +4,438 | +823,077 |
|
| Total | +99,090 | +7,113,175 |
UN: REPOST-Key Speakers For 1st Day Of GA On 23 Sep Inc. Trump, Lula, & Macron
The United Nations' General Assembly's general Debate gets underway later today (Tuesday, 23 Sep), with a number of prominent national leaders set to speak. The general debate gets underway at 09:00ET/14:00BST/15:00CET. As has been the case in almost every UNGA General Debate since 1955, Brazil will open the session. The UN seeks to limit addresses from heads of state/gov't/ministers to a maximum of 15 minutes. Given this timeframe, key speakers on 23 September are listed below with their (likely) timings. Livestream available here.
- 09:00ET/14:00BST/22:00JST - Brazilian President Luiz Inacio Lula da Silva
- 09:15ET/14:15BST/22:15JST - US President Donald Trump
- 09:30ET/14:30BST/22:30JST - Indonesian President Prabowo Subianto
- 09:45ET/14:45BST/22:45JST - Turkish President Recep Tayyip Erdogan
- 10:30ET/15:30BST/23:30JST - South Korean President Lee Jae Myung
- 12:30ET/17:30BST/01:30JST - South African President Cyril Ramaphosa
- 15:30ET/20:30BST/04:30JST - Chilean President Gabriel Boric
- 16:15ET/21:15BST/05:15JST - French President Emmanuel Macron
- 16:45ET/21:45BST/05:45JST - Colombian President Gustavo Petro
- 17:00ET/22:00BST/06:00JST - Polish President Karol Nawrocki
