Daily Digest: Tuesday 4th June


USA
Sentiment toward US equities was generally positive as the three major indexes made moves to the upside. The Dow ($INDU) led gains rising 140.26 points (0.36%) to 38,711.29, while the Nasdaq 100 ($NDX) rose 53.86 points (0.29%) to 18,654.84, and the S&P 500 ($SPX) rose 7.94 points (0.15%) to 5,291.34.


Europe
European markets continued lower through the session as traders mull falling oil prices and upcoming ECB and BOE rate decisions. The UK’s FTSE 100 (FTSE) extended yesterday’s declines falling a further 30.71 points (0.37%) to 8,232.04, 50 index constituents closed higher while 50 closed lower and one was a non-mover. The largest individual constituent losses within the index were mining giant Fresnillo (FRES.L) whose shares fell 7.79%, followed closely by delivery solutions platform Ocado (OCDO.L) who shares fell 7.58%, and finally the final services giant Standard Chartered (STAN.L) whose shares fell 5.31%.

The ECB’s June interest rate decision falls in just under two days as uncertainty regarding direction continues to skew markets. Analysts are currently expecting the ECB to hold rates at their current level of 4.50% or cut them by 25bps starting the rate cut cycle. The STOXX 600 (€SXXP) fell 2.80 points (0.54%) to 517.05, while the German DAX (€GDAXI) fell 202.52 points (1.09%) to 18,405.64, and the French CAC (€FCHI) fell 60.12 points (0.75%) to 7,937.90.


Rest of the World
Following a weaker US session in terms of equity momentum, Japanese equities experienced a slight consolidation following yesterday’s >1% rally. The Nikkei 225 (¥N225), Japan’s benchmark index fell 85.57 points (0.22%) to close at 38,837.46 with traders having met substantial resistance at the indexes intraday peak of 38,884. In terms of currencies, the Japanese Yen has continued to strengthen against the USD as the prevailing trend from May appears to be reversing with a near 2 Yen jump from Monday’s lows moving to 155.19 as of 12:36 GMT.

Chinese equities saw a steady turnaround through the session following yesterday’s PMI data prints and subsequent price declines. Traders on the Shanghai Stock Exchange Composite Index (¥SSE) erased yesterday’s losses with a 12.71 point (0.41%) move to the upside ultimately confirming that yesterday’s consolidation was only brief as the market moved to 3,091.20, breaking key resistance around the 3,080 level. Indian equities lost some of Monday’s momentum as markets continued to price in the ongoing national elections, early exit polls signalled the campaign success of incumbent leader Modi and his party, though markets await the final results. The Nifty 50 (₹NSEI) fell 1,379.4 points (5.93%) to 21,884.50, marking its largest single session decline in over 12 months.


Commodities
WTI crude prices continued to freefall through Tuesday, losing a further 1.24% to $73.29 per barrel as of 21:00 GMT. Traders broke the $74 per barrel level for the first time since February this year in a move that follows the conclusion of Sunday’s OPEC+ June meet.

Sentiment toward gold also experienced a turn through the session with prices falling 0.96% to $2,346.60 per ounce, down from $2,366 at the same time yesterday.


What to Watch Tomorrow

  • Eurozone Services PMI

  • UK Services PMI

  • US Services PMI

  • US Weekly Crude Oil Inventories

  • US Earnings
    Lululemon ($LULU)
    Dollar Tree ($DLTR)


Sources:
https://uk.finance.yahoo.com/world-indices/
https://uk.finance.yahoo.com/commodities
https://www.londonstockexchange.com/indices/ftse-100
https://www.binance.com/en-GB/price/bitcoin
https://www.binance.com/en-GB/price/ethereum
https://qontigo.com/index/sxxp/
Stock Market Activity Today & Latest Stock Market Trends | Nasdaq
https://coinmarketcap.com/charts/#market-cap
https://www.forexfactory.com

Definitions:
YoY - Year on Year, or, Year over Year
MoM - Month on Month, or, Month over Month
QoQ - Quarter on Quarter, or, Quarter over Quarter
ECB - European Central Bank
BOJ - Bank of Japan
Fed - Federal Reserve
BOE - Bank of England
SNB - Swiss National Bank
DOJ - Department of Justice

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Daily Digest: Wednesday 5th June

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Daily Digest: Monday 3rd June