Morning Brief

Hoje apenas um “up date”, por uma vez nestes últimos meses com algumas notícias positivas….

  • US equities were sharply higher in Wednesday trading with support from better than feared big tech earnings, the removal of the FOMC meeting overhang and technical/positioning dynamics. Big tech, semis, growth software, tech hardware, restaurants, hotels, airlines, retail, autos, oil services, E&Ps were some of the standouts. Select food, HPC, beverages and pharma were among the laggards. Treasuries were mostly higher with the curve steepening. 
  • European stocks gained as investors digested a flurry of corporate earnings and braced for the Federal Reserve’s key policy meeting later in the day, which will provide clues on its monetary policy’s trajectory. 
  • Asian stocks advanced, driven by gains in tech stocks, after the Federal Reserve said it will slow the pace of interest-rate increases at some point.

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