Morning Brief: China’s Covid Outbreak Worsens, Austrian Leader Nehammer to Meet Putin, French Elections Results
Americas
Housing
Second Home Markets and FHFA Changes as of April 1st
— Bill McBride (@calculatedrisk) April 10, 2022
A look at South Lake Tahoehttps://t.co/1ffwR6UQ98
As of April 1st: "For second home loans, upfront fees will increase between 1.125 percent and 3.875 percent, tiered by loan-to-value ratio."
Monetary Policy
Fed To Raise Rates Aggressively In Coming Months, Say Economists – RTRS https://t.co/kGllQtjZBJ
— LiveSquawk (@LiveSquawk) April 11, 2022
Energy
McConnell previewed this argument in an interview with @jonathanvswan this past week. https://t.co/EiWgxKSijq
— Axios (@axios) April 10, 2022
Trade, Supply Chain and Geopolitics
White House to send Asia csar (Kurt Campbell) to Solomon Islands, which has become latest battlefield in rivalry between US & China in Pacific.https://t.co/kwQtTD4w2n
— Demetri (@Dimi) April 9, 2022
U.S. national security adviser says Kremlin "planned" attacks on civilians in Ukraine https://t.co/pYcifupSvM
— Axios (@axios) April 11, 2022
Asia
Covid-19
🇨🇳 #China | #Shanghai Covid Cases Top 26,000 as #Guangzhou Shuts Schools – Bloomberghttps://t.co/RYK0lFyfCV
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
Economic Indicators and Prospects
China's March retail passenger vehicles retail sales recorded 1.579 million units, decreased by 10.5% y/y, or up 25.6% m/m.#Tesla delivers 65,814 vehicles in March, which increased by 16.4% y/y, exported only 60 vehicles, slashed 33,255 vehicles.
— CN Wire (@Sino_Market) April 11, 2022
Source: CPCA #EV $TSLA
Housing
JUST IN:
— CN Wire (@Sino_Market) April 11, 2022
The #Shenzhen Municipal Government Work Report pointed out that the debt risks of real estate enterprises including #Evergrande Group should be safely handled in accordance with the principles of marketization and legalization.
EG-related stocks are surging.#China pic.twitter.com/3tRwjtTHyJ
🇨🇳 #CHINA'S SUZHOU LOOSENS SECOND-HAND HOME SALE LIMIT: CAILIAN
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
Monetary Policy
RBNZ Shadow Board Divided Over Need For 50Bp Hike This Week https://t.co/NE73khY60n
— LiveSquawk (@LiveSquawk) April 10, 2022
Trade, Supply Chain and Geopolitics
🇨🇳 #China’s Nio Delays Car Deliveries as Suppliers Face #Covid Halts – Bloomberghttps://t.co/mmfMbJvdBT
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
European Chamber urges China in letter to review COVID policy.#EU #China #Shanghai #COVID19https://t.co/EPMQXj2sHK
— CN Wire (@Sino_Market) April 11, 2022
Europe
Economic Indicators and Prospects
GDP grew 0.1% in February ad is now 1.5% above its pre-pandemic level.
— Office for National Statistics (ONS) (@ONS) April 11, 2022
Services grew 0.2% (2.1% above), manufacturing fell 0.4% (0.7% below) and construction fell 0.1% (1.1% above) https://t.co/tXQpG2fBnX pic.twitter.com/FnduF93fUC
Monetary Policy
ECB discord on war impact masks consensus on need for rate hikes https://t.co/vjainvGzSD via @weberalexander pic.twitter.com/kcUcwv1srb
— Zoe Schneeweiss (@ZSchneeweiss) April 11, 2022
Energy
Politics
President Emmanuel Macron is set to face his nationalist rival Marine Le Pen in the final round of the French election in a re-run of their 2017 contest that will reverberate across Europe https://t.co/m4rDvqBQOC
— Bloomberg Asia (@BloombergAsia) April 11, 2022
🇫🇷 #FRANCE | MACRON SEEN WINNING FRANCE'S PRESIDENTIAL ELECTION RUN-OFF WITH 55% OF VOTE VS LE PEN – POLL OPINIONWAY-KÉA PARTNERS FOR LES ECHOS AND RADIO CLASSIQUE – RTRS
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
Trade, Supply Chain and Geopolitics
Finland And Sweden Set To Join Nato As Soon As Summer – Times https://t.co/hCAHmw7PB3
— LiveSquawk (@LiveSquawk) April 10, 2022
May 9 Russian Holiday Will Be Pivotal, Dangerous Deadline – Axios https://t.co/qf7ppb5O5V
— LiveSquawk (@LiveSquawk) April 10, 2022
Other Areas And Global Economy
⚠ Week Ahead: Week 15 (2022) ⚠
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
🇪🇺 🇷🇺 Further Sanctions Debate
🇪🇺 #ECB Meeting
🇺🇸 #Fed Speeches
🇺🇸 U.S. Data
…https://t.co/stQCcg1cGC
🇺🇸 #ETFs | #WeekAhead: Looking Back, Looking Forward – ALPHA PROFIT
— Christophe Barraud🛢🐳 (@C_Barraud) April 11, 2022
*Article written by @SamSubramanian https://t.co/eQLo3d3VCK
Urgent | Iranian Foreign Ministry: Washington Has Not Yet Shown That It Is Serious About Returning To The Nuclear Agreement https://t.co/S8SgbI4qGr
— LiveSquawk (@LiveSquawk) April 11, 2022