Reuters have ADP down for today, and so does my Econoday calendar, so there might be others.
The report is actually being published tomorrow (our site cal has it right).
The main data point is the release of the FOMC minutes from last month, not that there should be much in them we don't already know.
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TSMC's AI chip demand fuels record earnings, up 50% YoY. Market cap doubles Samsung's. Shares up 28% YTD.
KMX up 12.2% pre-earnings, but trades above $40.92 target. Revenue decline expected.
Iran war sparks pistachio price surge to 8-yr high ($4.57/lb). Supply crunch meets TikTok demand.
BOK nominee Shin signalled readiness to act against excessive won weakness as geopolitical tensions drive FX volatility. Rising oil-linked inflation risks are set to play a bigger role in policy decisions.
China still has room to ease as inflation remains below target, BofA says This is CNY-negative at the margin and supportive for liquidity conditions.
Some retracement gap filling happening in Asia trade. But not for oil. Oil gapped up, risk gapped down in early Monday trade after US-Iran talks collapsed on the weekend.
Recap - Orbán ousted as Hungary shifts toward EU alignment in election shock Hungary’s election ousted Orbán after 16 years, boosting prospects for EU alignment and policy cohesion.
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