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The morning catch up: Wall Street falters; bond yields rise as markets await measured rate cuts

Published 24/10/2024, 09:30 am
© Reuters.  The morning catch up: Wall Street falters; bond yields rise as markets await measured rate cuts
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ASX Futures are pointing to a 0.2% or 16-point fall in early trading, following both US and European markets down after a night of losses.

Investors are pulling back partially due to inflationary fears centred on the US election’s outcome but bond yields are also rising as markets price in a gradual interest rate-cutting schedule from the US Fed.

A third day of gains for bonds applied pressured to megacap stocks, in turn exacerbating weakness in some of the biggest stocks.

US and European markets

McDonald's (NYSE:MCD) took a 5.1% hit last night after it was revealed a recent E.coli outbreak that has already killed one person, which is linked to the fast food chain’s quarter-pounder burgers.

Coca-Cola (NYSE:KO) also lost out, shedding 2.1% after raising its revenue expectations without in turn lifting its annual growth forecast.

The Magnificent 7 dragged Tech stocks lower, falling due to exposure to bond yields. Amazon (NASDAQ:AMZN) shed 2.63%, Alphabet (NASDAQ:GOOGL) 1.40%, Tesla (NASDAQ:TSLA) 1.98%, Nvidia 2.81%, Apple (NASDAQ:AAPL) 2.16% and Meta 3.15%.

Microsoft (NASDAQ:MSFT) escaped with just a 0.68% dip in comparison.

Chipmaker Qualcomm (NASDAQ:QCOM) shed 3.8% after Arm Holdings (NASDAQ:ARM) cancelled an intellectual property licence allowing the company to use Arm’s technology to design chips.

Green energy stock Enphase Energy fell 14.9% on a weaker-than-expected earnings report.

The Dow shed 410 points or 1%, having lost as much as 631 points during the session, the S&P500 fell 0.9% and the Nasdaq 1.6% or 296 points.

In Europe, most sectors and major markets lost progress overnight. Basic resources shed 1.2%, as Sweden’s Boliden was downgraded by UBS from “neutral” to a “sell” and shed 2.3%.

The FTSE300 lost 0.3% while the UK FTSE100 fell 0.6%.

Currencies and commodities

The US dollar gained in overnight trading.

The Euro fell from US$1.0806 to near US$1.0785, the Aussie from US66.79 to near US66.30 cents and the Japanese yen weakened from JPY152.03 to close near JPY152.65.

Oil prices continued their fall yesterday, dropping 1.4% as crude inventories rose by 5.5 million barrels, far surpassing analyst expectations of a mere 270,000-barrel lift.

Brent fell by US$1.08 to US$74.96 a barrel and US Nymex by US97 cents to US$70.77 a barrel.

Base metal prices were mixed. Copper futures dropped 1% due to a stronger US dollar, while aluminium futures rose 1.5% after reports of alumina shortages led to systematic buying.

Iron ore futures dipped by US32 cents to US$104.62 a tonne, affected by a weaker global steel outlook.

Gold futures fell by US$30.40 to US$2,729.40 per ounce due to a stronger dollar and rising US Treasury yields, with spot gold trading near US$2,715 an ounce.

On the small cap front

The ASX Small Ordinaries fell just 0.02% yesterday, as the ASX lifted 0.12%.

You can read about the following and more throughout the day on our website.

  • Novo Resources Corp (TSX:NVO, OTCQX:NSRPF, ASX:NVO) has delivered a raft of drilling results across its portfolio, having reached the $7 million minimum spend target with joint venture partner De Grey Mining and defined an exploration target at the Belltopper Project.
  • Antipa Minerals Ltd (ASX:AZY) has produced an updated scoping study for the Minyari Dome Gold Project, involving an initial combined open pit and underground mine schedule of 30.2 million tonnes at 1.5 g/t gold for 1.5 million ounces of gold.
  • Lithium Universe Ltd (ASX:LU7, OTC:LUVSF) is advancing a definitive feasibility study for the Bécancour Lithium Refinery, anticipated to be complete next quarter after finalising 80% of a supplier pricing program.
  • AuKing Mining Ltd (ASX:AKN) has completed the acquisition of the Grand Codroy Uranium Project in Newfoundland, Canada, where historical rock chips have produced grades up to 2.2% uranium (22,000 parts per million) and 2% copper.
  • Read more on Proactive Investors AU

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