👀 Ones to watch: The MOST undervalued shares to buy right nowSee Undervalued Shares

Marketmind: Markets get twitchy as debt ceiling, growth fears weigh

Published 12/05/2023, 05:31
Updated 12/05/2023, 05:35
© Reuters. FILE PHOTO: A trader works at the stock exchange in Frankfurt, Germany, February March 9, 2020. REUTERS/Kai Pfaffenbach
XAU/USD
-
JP225
-
CMCSA
-
GC
-

A look at the day ahead in European and global markets from Ankur Banerjee

Signs of an economic slowdown across the globe, lingering worries over the U.S. debt ceiling and ever-present fear of a deepening banking sector crisis have kept investors skittish and risk averse through the week and Friday has been no different.

The MSCI Asia ex-Japan index eased 0.5%, with Japan's Nikkei indeed the exception, as it has been for the year, rising 0.8% on the day. The U.S. dollar was clinging to Thursday gains and was set to snap a two-week losing streak. Gold remained steady while short-covering pushed oil prices higher.

Investor focus will turn to a slew of economic data out of Europe, with British gross domestic product data showcasing the state of economy and likely influencing sterling's fate. The pound was still reeling from a dive on Thursday after the Bank of England raised interest rates and kept the door open for further monetary tightening.

Also on the deck will be inflation reports from France and Spain that will highlight what kind of impact European tightening has had on prices in the region.

Data in U.S. hours showed the labour market might be showing signs of cracks, whereas inflation eased a bit, leading traders to bet that the Federal Reserve is likely done with tightening.

Meanwhile, worries over national debt remain, with Treasury Secretary Janet Yellen due to discuss the impasse over raising the government debt ceiling with board members of the Bank Policy Institute lobby group next week.

A meeting between President Joe Biden and top lawmakers scheduled for Friday has been postponed, stoking further investor concern. The federal government could run out of money to pay its bills as soon as June 1 - in two and a half weeks - if the ceiling is not raised.

Elsewhere, the U.S. regional banking saga shows no sign of stopping, with PacWest Bancorp the latest to face investor ire after the Los Angeles-based lender said deposits declined and that it had posted more collateral to the Fed to boost liquidity.

"The news headlines increased our customers' fears of the safety of their deposits," the bank said.

Finally, it looks like Twitter will soon have a new CEO. Elon Musk said (on Twitter, naturally) he has found a new chief executive for the social media site, but did not name the person, while the Wall Street Journal reported that Comcast (NASDAQ:CMCSA) NBCUniversal executive Linda Yaccarino was in talks for the job.

Key developments that could influence markets on Friday:

© Reuters. FILE PHOTO: A trader works at the stock exchange in Frankfurt, Germany, February March 9, 2020. REUTERS/Kai Pfaffenbach

Economic events: UK first-quarter GDP data, industrial output, inflation data for France and Spain

Speakers: Bank of England's Huw Pill, Riksbank's Deputy Governor Per Jansson

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.