>>> What to look at today - 3rd of August 2022

Stocks stabilized in Asia on Wednesday, helped by a climb in Hong Kong, as some of the investor anxiety over fraught US-China ties eased. Treasuries pared a slide sparked by hawkish Federal Reserve comments. Equity markets in China and Japan also pushed higher, while S&P 500 and Nasdaq 100 futures fluctuated after a dip in Wall Street shares on Tuesday. US House Speaker Nancy Pelosi is continuing a visit to Taiwan that has provoked an angry response from China, but markets for the moment are absorbing the developments as traders contemplate their ramifications. A dollar gauge dipped along with Treasury yields but the two-year rate remained above 3%. A chorus of Fed officials Tuesday said the central bank has some way to go to get inflation under control, leading traders to trim wagers on policy easing next year. China, which regards Taiwan as part of its territory, announcedmissile tests and military drills around the island after Pelosi became the highest-ranking American politician to visit in 25 years. China also halted natural sand exports to Taiwan and some fish and fruit imports from the island. While fears of an acute deterioration in ties between the US and China appear to have cooled, the ill-will highlights the risk of longer term economic decoupling with an array of potential impacts, such as stickier inflation as supply chains adjust. oil traded at about $94 a barrel ahead of an OPEC+ crude production meeting. Gold climbed and Bitcoin dropped under $23,000. US After Hours : MTCH -22%, CGNX -15.5%, SEDG -12.2%, ABNB -8%, AMD -5.8% lower on earnings; AYX +12.8%, PYPL +11.6%, HLF +10.9%, RNG +7.8%, SOFI +7.3% higher on earnings; SWIR +6.8% as it agrees to be acquired

Nikkei +0,52% Hang Seng +0,62% CSI -0,03% Shanghai +0,40% Shenzen +0,60%

Eur$ 1,0190 CNH 6,7594 CNY 6,7512 JPY 132,50 GBP 1,2185 CHF 0,9548 RUB 60,1967 TRY 17,9441 WTI$ 94,08 Gold 1,769,16 +0,50% BTC 22?882 -0,65% ETH 1,624 -1,75%

S&P +0,22% Nasdaq +0,11% EuroStoxx -0,22% FTSE -0,34% Dax -0,12% SMI

Macro :

- Natural Gas Drops With Temperature, Copper Slips: Resources Wrap

- US Approves Possible Missile Sales to Saudi Arabia, UAE

Keep an eye on :

- BABA US : Alibaba and Tencent Face End of an Era as Sales Start to Shrink

- AAWW US : Apollo Said Nearing $3.2 Billion Takeover of Atlas Air Worldwide

- CS FP : Axa 1H Net Income Beats Estimates

- CS FP : *AXA LAUNCHES SHARE BUY-BACK OF AS MUCH AS EU1B

- BIC FP : BIC Sees FY Net Sales Ex-FX +10% to +12%

- BNP FP : BNP Hikes Pay for London-Based Junior Bankers in Talent Battle

- CBK GY : *COMMERZBANK 2Q NET INCOME EU470M, EST. EU397.5M