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To provide audio news squawks in 1998. Entering our second decade of market moving analysis.
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Top Stories
| 04:20 | STAN.UK 04:00 ET Q3 call: Raises FY26 NII growth guidance to around 4%, but expects lending volume growth to moderate versus Q3. For the remainder of 2026, rate benefits should be offset by mix changes, further term-deposit margin compression and continued WRB portfolio-exit headwinds. Q3 NII rose 3% sequentially, driven by volumes rather than rates/margins. |
| 04:20 | EQNR.NO 04:00 ET Q3 call: Raises FY26 production growth guidance to around 4% from 3%; investment and capital-distribution guidance unchanged. Expects $3B of share buybacks for the year, with a fourth tranche of up to $1.125B starting October 29; quarterly cash dividend set at $0.39/share. |
| 04:20 | UBSG.CH 04:00 ET Q3 call: Increasingly confident in outperforming the 2026 exit-rate return target, following a 17% year-to-date return on CET1 capital; remains on track for an exit-rate cost-income ratio below 70%. |
| 04:19 | RCO.FR 04:00 ET call: US September value depletions grew double digits, but management cautioned it is “too early” to view this as sustainable given heightened month-to-month volatility; quarterly trends are more meaningful. H1 value depletions were close to flat, with positive volumes but negative price/mix. |
| 04:21 | (ID) Indonesia Central Bank (BI): Remain in markets to stabilize IDR currency (Rupiah) |
| 04:01 | ASM.NL CEO: Upside above FY27 €5.7B depends on supply chain, others; Semiconductor industry is maturing; Conservative about plans |
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FICC
| EUR/USD | 1.11 | (-0.42%) |
| USD/JPY | 157.7 | (-0.37%) |
| GBP/USD | 1.33 | (0.57%) |
| Gold | 4064.3 | (-15.69%) |
Indices
| S&P 500 | 7762.5 | (-0.57%) |
| Canada S&P/TSX 60 | -- | (0%) |
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