European and US stock futures gained in line with Asian shares as traders awaited an afternoon speech by a Japanese monetary official and looked ahead to a rate decision by the European Central Bank. Euro Stoxx 50 contracts rose 0.2%, while contracts on the S&P 500 advanced 0.4%. The moves echoed a small bump in Asian share prices, which pushed a regional gauge around 0.1% higher. But liquidity was thin in region, with many of the biggest stock markets closed for the Lunar New Year holiday. Investors had plenty to digest from US trading hours — but none of it pointed to a clear direction for stocks. A decision by the Federal Reserve to hold rates was widely expected, and earnings from International Business Machines Corp., Meta Platforms Inc., Microsoft Corp. and Tesla Inc. were mixed. That left investors looking for local events to anchor their trading decisions, with an afternoon speech by Bank of Japan Deputy Governor Ryozo Himino taking center stage. The BOJ hiked rates last week, and traders think the Fed’s signal overnight that it is in no rush to cut could give the central banker room to strike a more hawkish tone. The yen gained as much as 0.6% against the dollar as fast money traders lined up bets on the currency, according to an Asia-based FX trader. Shares in Japan moved up. The European Central Bank is widely expected to cut rates by a quarter-point on Thursday, as the central bank tries to boost a sluggish economy. That will continue an aggressive cycle of easing which included four rate cuts in 2024. Shifting bets on AI have defined the week in global markets, following a selloff sparked by news that Chinese AI startup DeepSeek had made much more progress than expected on its own model. SoftBank Group Corp.’s shares became the latest to rumble from AI-related news, after reports that the company is considering an investment of up to $25 billion in OpenAI, its partner in the Project Stargate joint venture. SoftBank’s shares fell as much as 2.1% before paring some of their losses, but the news helped lift sentiment for tech stocks more broadly. In commodities, oil steadied as investors waited for clarity on the US administration’s plans for trade policy, after Donald Trump’s pick for commerce secretary said Canada and Mexico may be able to avoid levies. US After Hours Busy earnings day with some big tech names; CLS +12.9%, CALX +11.2%, IBM +8.4%, TSLA +5%, LRCX +4%, WDC +2.5%, META +1.7% higher on earnings; WHR -13.2%, CMPR -8.5%, NOW -8.2%, MSFT -5.1% lower on earnings
Nikkei Hang Seng CSI Shanghai Shenzen
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Macro :
- Consulting Firm CGI Sees More M&A, Opportunities with US’s DOGE
- Lutnick: If Canada, Mexico Execute, They Will Avoid Some Tariffs
Keep an eye on :
Keep an eye on :
- ABBN SW : ABB 4Q Operating Ebita Meets Estimates; New Buyback (1)
- AMBUB DC : Ambu Maintains FY Organic Revenue Forecast
- ARJOB SS : Arjo 4Q Net Sales Meets Estimates
- AXFO SS : Axfood 4Q Operating Profit Meets Estimates
- BBVA SM : BBVA 4Q Net Income Beats Estimates , *BBVA ANNOUNCES €993M BUYBACK PROGRAM
- BGN IM : Banca Generali Says About 95% of Intermonte Shares Tendered
- BUCN SW : Bucher FY Sales Meets Estimates
- CABK SM : CaixaBank Sees 2025 Return on Tangible Equity About +16%
- SMDS LN : Polar Capital Tech Trust to Replace DS Smith in FTSE 100
- DBK GY : Deutsche Bank Plans to Reduce Manager Roles to Boost Efficiency
- DWS GY : DWS Sees €18 Billion Inflows in Fourth Quarter, Higher Dividend
- ERF FP : Eurofins Scientific FY Adjusted Ebitda Meets Estimates
- EVO SS : Evolution Sees 2025 Ebitda Margin 66% to 68%, Est. 69.2%
- G IM : Generali Won’t Present List of Board Candidates Amid Law Change
- G IM : Generali to Pay Out Over €7 Billion Dividends in Three-Year Plan
- GRNG SS : Granges 4Q Adjusted Operating Profit Beats Estimates
- HLAG GY : Hapag-Lloyd Prelim FY Ebitda Beats Estimates
- IBM US : IBM 4Q Revenue Meets Estimates: Snapshot
- IBRX US : ImmunityBio Shares Rise After Cancer Trial Pact with BeiGene
- INDT SS : Indutrade 4Q Pretax Profit Beats Estimates
- INT IM : Banca Generali Says About 95% of Intermonte Shares Tendered
- KNEBV FH : Kone 4Q Adjusted Ebit Beats Estimates
- KPN NA : KPN 4Q Adjusted Ebitda After Leases Meets Estimates
- LHA GY : Lufthansa to Take Stake in Latvia’s AirBaltic Ahead of IPO
- META US : Meta Shares Slip After 1Q Rev. Guidance Disappoints
- MRN FP :
- MTRO LN : Metro Bank Confirms Talks to Sell Consumer Loan Portfolio
- AERO SW : Montana Aerospace Sees 2025 Adjusted Ebitda Above EU200M
- BMPS IM : Paschi Plans Meetings With Mediobanca’s Foreign Investors: MF
- NDA FH : Nordea Bank 4Q Net Interest Income Beats Estimates
- MOWI NO : Mowi Pays NOK7.4b to Raise Nova Sea Stake, Offer to Buy Rest (1)
- NOKIA FH : Nokia Expects Less Profit as Companies Delay Network Upgrades
- PCT LN : Polar Capital Tech Trust to Replace DS Smith in FTSE 100
- RNO FP : Renault urges Nissan to secure higher premium from Honda
- RNO FP : Renault urges Nissan to secure higher premium from Honda
- ROG Sw : Roche Sees FY25 Sales Increase in Mid Single Digit Range
- RVRC SS : RVRC Holding 2Q Net Sales Beats Estimates
- SAGA LN : Saga Taps HPS to Help Refinance Over £450m Existing Debt: Sky
- SAN FP : Sanofi 4Q Business EPS Misses Estimates
- SHEL LN : Shell, Thebe Near $1 Billion South Africa Oil-Asset Sales Pact
- 9984 JP : SoftBank in Talks to Invest Up to $25 Billion in OpenAI (1)
- SF SS : Stillfront Prelim 4Q Sales Misses Estimates
- STMPA FP : STMicro 1Q Net Revenue Forecast Misses Estimates
- SNI NO : Stolt-Nielsen 4Q Operating Profit Beats Estimates
- UHR SW : Swatch FY Operating Profit Misses Estimates Swatch Profit Plunges Almost 75%, Hit by Weakness in China
- SY1 GY : Symrise Sees 2025 Ebitda Margin About 21% Symrise Sees 2025 Ebitda Margin About 21%
- TELIA SS : Telia 4Q Adjusted Ebitda Meets Estimates
- TSLA US : Tesla 4Q Adjusted EPS Misses Estimates: Snapshot, Tesla Books $600 Million Boost From Bitcoin on Accounting Change
- TTE FP : TotalEnergies failed to convince Joe Biden’s team to back $20bn African project
- VOD LN : Vodafone Plans Rollout of Starlink Rival to Connect Remote Areas
- VLTSA FP : Voltalia 4Q Revenue EU167.2M
- WDP BB : WDP 2025 Adjusted EPS Forecast Misses Estimates