Ian Reynolds
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Overnight
China PMIs February 2025
Chinese PMIs better than expected and with a big economic summit at the weekend, look out for more stimulus announcements especially as the Hang Seng had a big reversal on Friday.
HANG SENG Daily
Breaking
UK and France aim for new Ukraine peace deal after White House fracas [FT]
S&P revises outlook on France to negative [Reuters]
Treasury General Account Balance
Bitcoin
Trumps's strategic cryptocurrency fund announcement has BTC back well over 91,000 and other coins much higher. It's tempting to fade the rally but market will probably rally further into Friday's summit.
BITCOIN / USD Daily
Precious Metals
Gold is up a little bit this morning and Silver returns to the wedge after 2 breakout failures. When it does go it's going to be epic.
SILVER / USD Daily
Bonds
Canada 10 year yields drop back below 3% for the first time in 2 years, as economic slowdown is inevitable with tariffs.
Canada 10 Year Government Bond Yield Daily
Foreign Exchange
The Indian Govt / Central Bank has spent a lot of USD trying to defend the Rupee but it keeps coming back at them.
USD / INR Daily
Equities
Index futures following the better outlook this week as we try and put the Trump / Zelensky train-wreck behind us.
US Equity Futures
Interesting
A Trader’s Guide for China’s Closely Watched Policy Meeting [Bloomberg]
