Macro 🌍
🏦 The Fed's first hike since 2023 (to 3.75%–4.00%) keeps the dollar supported. The US 10-year yield is easing slightly to ~4.97%, after touching 5.00% on Friday.
🕊️ Oil is sliding on Middle East diplomacy, and Brent is back near $102 (–1.8%).
🤝 All eyes are on Thursday's Trump–Xi meeting, with trade and AI on the agenda.
Asia 🌏
🇨🇳 China: the PBOC left its Loan Prime Rates unchanged for a 16th month (1Y 3.0%, 5Y 3.5%). The Shanghai Composite is up 0.4% at ~3,929, and the yuan hit a 3.5-year high.
🇭🇰 Hong Kong: the Hang Seng is up 0.4% at ~24,854, led by tech.
🇰🇷 Korea: the KOSPI is up 1.5% at ~6,996 on chip strength.
🇯🇵 Japan: markets are closed for a holiday. The Nikkei ended Friday at 65,019 (+1.4%) after the BoJ hike to 1.25%.
Markets 💹
💶 EUR/USD: ~1.1476 (–0.1%)
🥇 Gold: ~$4,359 (–0.5%)
🛢️ Brent: ~$102.0
₿ Bitcoin: ~$81,360 (+1.1%) | Ethereum: ~$2,666 (+3.4%)
📈 S&P 500 futures: ~7,744 (+0.4%)
Today & this week 🗓️
🎤 Fed's Goolsbee, ECB's Lagarde and BoC's Macklem speak today.
📌 Wed: flash PMIs | Thu: SNB decision, Trump–Xi meeting | Fri: US PCE inflation.
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