Premarket: Global stocks extend comeback, U.S. yields hit new peaks

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U.S. dollar pulls back from recent 10-week highs

could stay higher for longer and the safe-haven U.S. dollar pulled back from recent 10-week highs.

“There’s a more cautiously optimistic mood across financial markets,” said Fiona Cincotta, senior markets analyst at City Index in London.“We had an optimistic July and now there’s a realization that what the Fed has been saying about higher rates for longer will ring true,” she added, referring to the U.S. central bank.

Treasury futures now imply less than 100 basis points of rate cuts by the Fed in 2024, compared to 130 bps a couple of weeks ago. Markets are awaiting more hints on the outlook for interest rates from policy makers when Fed officials and policy makers from the European Central Bank, the Bank of England and the Bank of Japan head to Jackson Hole, Wyoming, for their annual central bank conference later this week.

Focus was also on U.S. banking stocks, after S&P Global late on Monday cut credit ratings and revised its outlook for multiple lenders, following a similar move by Moody’s, warning that funding risks and weaker profitability will likely test the sector’s credit strength. China’s yuan edged back down to around 7.30 per dollar, having shown signs of stabilization after state banks had earlier used the offshore forwards market to defend it.

 

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