>>> What to look at today - 25th of June 2021

Asian stocks rose Friday after U.S. shares hit a record on a bipartisan $579 billion U.S. infrastructure deal that stoked economic optimism. The dollar retreated.
Equities gained in Japan, China and Hong Kong. Australian shares weathered the imposition of virus lockdowns in parts of Sydney. S&P 500 and Nasdaq 100 contracts inched up after both indexes reached new peaks. Sectors seen as beneficiaries of the recovery from the pandemic, such as energy, led gains in U.S. hours, and banks rose in postmarket trading after clearing stress tests.
President Joe Biden celebrated the bipartisan plan, which is expected to move through Congress alongside a separate bill that would spend trillions more on what he called “human infrastructure.” It’s not yet assured either measure will get enough wider lawmaker support given the political splits in the U.S.
The benchmark 10-year U.S. Treasury yield hovered around 1.50%. Investors took the latest comments from Federal Reserve officials in their stride, after the central bank reassured on supportive policy while signaling that the process of removing exceptional stimulus will be gradual.
US After Hours Bank stocks tick higher on positive Fed bank stress test results; NKE +12.3% jumps on earnings; CAMP -6.6%, FDX -4.3%, SNX -2.6% fall on earnings

Nikkei +0.73% Hang Seng +1.18% CSI +1.56% Shanghai +0.98% Shenzen +0.83%

Eur$ 1.1936 CNH 6.4674 CNY 6.4648 JPY 110.86 GBP 1.3921 CHF 0.9179 RUB 72.3263 TRY 8.7030 WTI$ 73.32 +0.03% GOLD 1,776.8125 +0.04% BTC 34,650 +130 ETH 1,970 -42

S&P +0.14% Nasdaq +0.09% EuroStoxx +0.27% FTSE +0.11% Dax +0.28% SMI+0.12%

Macro :
- Dalio Spells Out Six Indicators Of A Market Bubble

Keep an eye on :
- ADS GY : Nike Hits New High After Sales Boom Brings Upbeat Forecast -->+3.6% in After Hours
- AENA SM : Aena Eyes Return to Dividend on 2022 Profit: Expansion
- BIOSGN SS : Biosergen Treatment Granted Orphan Drug Status by FDA
- BMPS IM : Italy Works to Sweeten Monte Paschi Offer as Orcel Plays It Cool
- CPINV BB : Care Property Invest Sells EU32.5m 10Y Green Bonds in Placement
- C US : Citi Starts Crypto Unit in Wealth Management: Financials Wrap
- COR PL : Corticeira Amorim Buys 50% of Cold River’s Homestead for EU14.5m
- CSGN SW : Archegos’s Banks Said to Face DOJ Antitrust Probe Into Collapse
- DHER GY : Bidding Process for Delivery Hero’s Korea Unit Delayed: Daily
- DPW GY : FedEx Sinks on Higher Spending, Labor Costs Amid Parcel Boom --> -2% in After Hours
- EL FP : EssilorLuxottica Mulls Suing GrandVision Over 7B Euro Deal: Rtrs
- EZJ LN : EasyJet Adds Capacity After U.K. Expands Quarantine-Free List
- FB US : Instagram May Allow Users to Post From Desktop: TechCrunch
- G IM : Generali to Present 2022-2024 Strategic Plan Dec. 15
- HBH GY : Hornbach Holding 1Q Adjusted Ebit EU169.1M Vs. EU172.8M Y/y
- HUBN SW : Huber + Suhner Prelim 1H Ebit Margin About 12%
- MRW LN : BlackRock and Citadel cut Morrisons bets after share price surge - FT (pdf attached)
- KN FP : Natixis fined €7.5m for ‘misleading’ investors on subprime exposure - FT
- LHA GY : Lufthansa’s Swiss Sees Weaker Demand Until 2023, CEO Tells Blick
- NEWAY NA : Neways Recommends Offer by Infestos at EU14.55 Per Share
- RNO FP : Renault Chooses Envision for Douai EV Battery Plant: Reuters
- Robinhood IPO : Robinhood IPO Plans Said to Be Slowed By SEC Review
- SAN FP : Sanofi: Libtayo Gets EU Approval in Advanced NSCLC
- SIE GY : revving up new engines for growth, The reworked German group deserves a bigger fanfare for its tech overhaul - FT (pdf attached)
- TSLA US : Panasonic Sold Entire Tesla Stake, Maintains Alliance: Nikkei(1)
- TSLA US : Tesla Sued Over Fees at Supercharger Stations
- TTE FP : Vitol, Totsa Awarded 12 Month Contract to Supply Fuel to Angola
- VK FP : Vallourec Raised EU299.7M at EU5.66/Shr as Part of Debt Overhaul