US DATA: Firms’ Unit Cost Expectations Extend Plateau – Atlanta Fed

Oct-22 16:23

The Atlanta Fed's Business Inflation Expectations survey saw 1Y ahead expectations keep to a narrow ...

Historical bullets

US TSYS: Extending Lows As Fed Speaker Trio Gets Underway

Sep-22 16:07
  • Treasury futures extending lows with Fed Gov Miran headlines crossing: sees appropriate FF rate "roughly 2-2.5%"
  • Currently, the Dec'25 10Y trades -2.5 at 112-21.5 (yld 4.1486% +.0212) - technical support at 112-22/112-15+ (Low Sep 19 / High Aug 5 and 14).
  • Curves mixed: 2s10s -.395 at 54.983, 5s30s +1.329 at 107.668.
  • US$ index softer, Bbg's BBDXY -0.98 at 1197.52.

US STOCKS: Late Morning Equities Roundup: Nasdaq & SPX New Highs, Tech Support

Sep-22 15:58
  • Stocks are firmer ahead midday Monday - SPX eminis and Nasdaq indexes extending record highs with the DJIA not far off Friday's record high of 46,396.47.
  • Currently, the DJIA trades up 5.36 points (0.01%) at 46314.79, S&P E-Minis up 7.5 points (0.11%) at 6729.75 vs. 6737.50 high, Nasdaq up 60.4 points (0.3%) at 22692.67 vs. 22709.97 high.
  • Information Technology sector shares continued to lead gainers in the first half with hardware makers outperforming: Teradyne +9.36%, Skyworks Solutions +5.21%, Oracle Corp +4.36%, Western Digital +4.23% and Apple +4.15%.
  • Meanwhile, Health Care and Consumer Discretionary sector shares also supported indexes: pharmaceuticals primarily supported the former: Moderna +6.72%, Universal Health Services +2.13%, Pfizer +2.12% and Molina Healthcare +2.00%; while Tesla +3.82%, NIKE +1.69% and Yum! Brands +1.22% supported the Discretionary sector.
  • On the flipside, Consumer Staples and Financial Services sector shares underperformed: Kenvue -6.92%, Archer-Daniels-Midland -3.67%, Keurig Dr Pepper -3.32%. Meanwhile, Coinbase Global -3.61%, Interactive Brokers Group -2.09% and KKR & Co -1.84% weighed on the Financial Services sector.

UN: Key Speakers For 1st Day Of GA On 23 Sep Inc. Trump, Lula, & Macron

Sep-22 15:37

The United Nations' General Assembly's general Debate gets underway tomorrow (Tuesday, 23 September), 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