http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/http://www.fxstreet.com/fundamental/http://mediaserver.fxstreet.com/images/fxstreet-provider-logo1-en.gif7http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-20.htmlOvernight News Asia: Nikkei fell 0.5% and logged its first four-week losing streak in over a year, with Sony sliding after its new growth strategy failed to reassure investors. Helping to temper the Nikkei’s decline were gains in banking stocks, battered recently by concerns about fundraising after top lender Mitsubishi UFJ Financial Group announced a massive share sale this week. (RTRS) At 0630 GMT JGB's were trading unchanged at 139.25 in a mixed session. Japan’s government said for theFri, 20 Nov 2009 12:01:45 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-20.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-19.htmlOvernight News Asia: Japan’s 10-year bond yields were near the lowest level in a month after a sale of 20-year securities drew the highest demand since August. JGBs were trading at 139.25 (-0.05) at 0610 GMT. Nikkei fell 1.3% to a four-month closing low, with the nation’s biggest bank Mitsubishi UFJ Financial Group sliding after announcing a massive fundraising. MUFG fell 3.7% after saying it would raise USD 11bln to meet stricter capital rules. (RTRS) Japan finance minister Fujii said thatThu, 19 Nov 2009 13:05:15 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-19.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-18.htmlOvernight News Asia: JGB futures were little changed overnight as the market took a wait-and-see stance after several days of sharp gains and ahead of a debt sale the next day. JGBs were trading at 139.32 (+0.11) at 0615 GMT. In equities the Nikkei fell 0.6% to its lowest close in six weeks, as concerns about banks and property firms joining a rush to tap the equity market for capital weighed on shares in those sectors. Japan Airlines Corp’s stock tumbled to its lowest level since the firm’sWed, 18 Nov 2009 13:06:48 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-18.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-16.htmlOvernight News Asia: Japanese government bond futures inched up, eyeing fears the economy will lose traction again after dipping initially on unexpectedly strong third-quarter growth figures. JGBs were trading at 138.91 (+0.03) at 0615 GMT. In equities the Nikkei rose 0.2% buoyed by retailers and other defensive shares, but weighed by banks and companies including Hitachi Ltd that sank on fundraising concerns. Data showing Japan’s economy expanded at the fastest pace in two years inMon, 16 Nov 2009 12:52:23 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-16.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-13.htmlOvernight News Asia: Japanese government bond futures rose to a one-month high riding on upward momentum from the previous day’s robust five-year auction results, with speculators covering short positions as recent bearish sentiment receded further. JGBs were trading at 138.88 (+0.39) at 0625 GMT. In equities the Nikkei lost 0.4% weighed down by selling of smelters after non-ferrous metals prices fell, with concerns about consumer spending and Wall Street’s performance leading to broadFri, 13 Nov 2009 13:13:48 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-13.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-12.htmlOvernight News Asia: JGB’s surged to a three-week high after an auction of five-year debt drew solid demand, helping allay recent market concerns over Japan’s fiscal situation. JGBs were trading at 138.47 (+0.61) at 0619 GMT. Nikkei fell 0.7% with shipping firm Nippon Yusen falling on dilution worries related to its capital-raising plan, while Honda and other carmakers rose after a positive brokerage report. (RTRS) Chinese Premier Wen Jiabao said that China will stick to its active fiscalThu, 12 Nov 2009 13:20:27 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-12.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-11.htmlOvernight News Asia: JGB’s gained and the yield curve bull-flattened as investors hunted for bargains a day after the government’s show of concern over rising long-term rates improved sentiment. JGBs were trading at 137.86 (+0.31) at 0623 GMT. In equities the Nikkei average was flat as the JPY climbed, offsetting a surprising large jump in domestic machinery orders for September and a forecast for a rise in the fourth quarter. Tech shares such as Advantest Corp slipped after rising theWed, 11 Nov 2009 12:55:11 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-11.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-10.htmlOvernight News Asia: Japanese government bond futures edged up and the benchmark 10-year yield pulled back from a five-month high as the market breathed a sigh of relief after Japan’s finance minister said he was worried about rising longterm yields. JGBs were trading at 137.55 (+0.17) at 0620 GMT. Nikkei rose 0.6% as trading houses climbed after rises in commodities the day before, though a late rise by the JPY against the USD pared gains in many shares. Advantest Corp. and other chip-relatedTue, 10 Nov 2009 13:03:24 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-10.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-09.htmlOvernight News Asia: The 10-year Japanese Government Bond yield rose to its highest level in four and a half months as a recovery in Tokyo’s Nikkei average from earlier losses prompted selling in bond futures by speculators. Bond investors were cautious ahead of two JGB auctions this week after fiscal worries led to only lukewarm support for a 10-year sale last week. JGBs were trading at 137.32 (-0.24) at 0608 GMT. Nikkei shrugged off weak US jobs data to rise 0.2%, with China-linked sharesMon, 09 Nov 2009 13:11:09 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-09.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-06.htmlOvernight News Asia: Lead 10-year Japanese government bond futures briefly touched a three-month low hurt by a rise in Tokyo share prices and the previous day’s weak 10-year auction. JGBs were trading at 137.55 (-0.05) at 0614 GMT. Nikkei rose 0.7% as exporters climbed after good news on US jobs renewed hopes about the pace of economic recovery and as tech shares rose after gains by their US peers, but profit-taking weighed on gains. Pioneer Corp. advanced nearly 9% after UBS upgraded theFri, 06 Nov 2009 12:54:29 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-06.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-05.htmlOvernight News Asia: The 10-year Japanese government bond yield hit a three-month high as investors shield away from newlyauctioned 10-year bonds due to worries about the size of debt issuance for the rest of the fiscal year and next year. JGBs were trading at 137.67 (-0.29) at 0616 GMT. Nikkei fell 1.3% to its lowest close in a month, with Sony Corp and other exporters slipping as investors locked in profits on caution ahead of US jobs data. Sanyo Electric Co. lost a fifth of its value afterThu, 05 Nov 2009 13:06:34 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-05.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-04.htmlOvernight News Asia: Ten-year Japanese government bond futures edged lower as traders returned from a holiday, taking their cue from falls in US Treasuries over the past couple of trading sessions. Moves in JGBs were subdued overall, with market players awaiting the US Federal Reserve’s policy decision later on Wednesday and a 10-year JGB auction on Thursday. JGBs were trading at 137.95 (-0.32) at 0618 GMT. The Nikkei rose 0.4%, with Fast Retailing climbing on a surge in sales at its UniqloWed, 04 Nov 2009 13:09:19 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-04.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-03.htmlOvernight News Asia: Japanese markets closed for Culture Day. China’s red-hot property market is a concern for its sovereign credit rating because of the threat of worsening asset quality in the banking system, Fitch Ratings said. (RTRS) In other news, new bank lending in China may have hit CNY 300-400bln in October, broadly in line with market expectations. (Shanghai Securities News) GLOBAL In geopolitical news, Iran’s supreme leader Khamenei said the US is a “really arrogant power” andTue, 03 Nov 2009 13:04:01 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-11-03.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-30.htmlOvernight News Asia: JGB’s traded lower for the majority of the session after US Treasuries dropped and stock market gained (Nikkei +1.45%) on data showing that the US economy grew in the third quarter for the first time in more than a year. JGBs were trading at 137.99 (-0.01) at 0611 BST. Nikkei rose 1.5%, buoyed by shares of tech companies with improved earnings prospects such as Pioneer Corp, while exporters climbed on data showing the US economy had returned to growth. (RTRS) A split BankFri, 30 Oct 2009 12:28:12 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-30.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-29.htmlOvernight News Asia: JGB’s rose as 10-year yields near the highest level in 11 weeks attracted investors and local stocks extended a global drop, boosting demand for the relative safety of government debt. JGBs were trading at 138.00 (+0.33) at 0622 BST. Nikkei (-1.83%) slid below 10,000 to a three-week closing low as a strong JPY hurt exporter shares and weak US data renewed worry about global economic growth, sparking a broad sell-off on Wall Street. Japan Airlines rose nearly 3% on newsThu, 29 Oct 2009 12:58:40 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-29.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-26.htmlOvernight News Asia: JGB’s fell, with the 10-year yield climbing to a fresh two and a half month high, as supply concerns continued to weigh on the market and after US Treasuries retreated on aggravated concerns that the Federal Reserves may depart from its lowest interest rate policy earlier than anticipated. JGBs were trading at 137.99 (-0.32) at 0636 BST. The Nikkei hit its highest close in four weeks (+0.77%, 10,362.62), lifted by exporters such as Honda Motor on a weaker JPY, whileMon, 26 Oct 2009 13:11:26 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-26.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-19.htmlOvernight News Asia: JGB’s dipped, weighed by supply concerns stemming from uncertainty about how much extra debt the government will have to issue to fund its spending programmes. JGBs were trading at 138.83 (-0.05) at 0615 BST. Nikkei fell 0.2% with exporters such as Kyocera Corp. down after disappointing US corporate earnings on Friday robbed the market of upward momentum sparked by earlier upbeat results. (RTRS) A few Bank of Japan board members said the effects of the central bank’sMon, 19 Oct 2009 11:53:46 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-19.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-16.htmlOvernight News Asia: JGB’s fell with the five-year yield rising to its highest level in almost two months, weighed by higher overseas government bond yields and concerns over a possible supply increase at home. JGBs were trading at 138.91 (-0.14) at 0622 BST. Nikkei rose 0.2% to a three-week closing high as gains in retailers and drug firms narrowly offset losses in banks and Japan Airlines, which tumbled for a second straight day. Cash-strapped JAL fell more than 11%, with concerns about theFri, 16 Oct 2009 12:08:29 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-16.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-15.htmlOvernight News Asia: JGB’s retreated with the benchmark 10-year yield climbing to a three-week high, after strong company results and better-than-expected US retail sales hit US Treasuries and lifted Tokyo stocks. JGBs were trading at 138.96 (- 0.22) at 0615 BST. Nikkei rose 1.8% to a three week closing high, led by exporters and tech shares after robust US company results and retail sales data boosted optimism about an economic recovery. But the market came off earlier intraday highs inThu, 15 Oct 2009 12:02:36 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-15.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-14.htmlOvernight News Asia: JGB’s gained, bouncing back from the previous day’s losses after US Treasuries recovered from their worst selloff in more than a month and as Tokyo stocks faltered. JGBs were trading at 139.19 (+0.10) at 0626 BST. Nikkei lost 0.2% hit by profit-taking after five days of gains, with exporters such as Canon Inc pressured by a stronger JPY. Bank shares such as Mizuho Financial Group slipped after there US peers fell ahead of earnings reports from several major banks thisWed, 14 Oct 2009 12:06:21 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-14.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-13.v02.htmlOvernight News Asia: JGB’s fell for a second day, the first back-to-back decline in three weeks, after stocks advanced in the US, Europe and Asia. JGBs were trading at 139.10 (-0.03) at 0643 BST. In equities the Nikkei edged up 0.6%, buoyed by exporters such as Honda Motor Corp after the S&P 500 posted a sixth straight day of rises, but stalled ahead of key US and Japanese earnings. JFE Holdings and other steel shares climbed after Goldman Sachs hiked its ratings on the companies andTue, 13 Oct 2009 12:12:19 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-13.v02.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-12.htmlOvernight News Asia: JAPANESE MARKET HOLIDAY. China’s economy is likely to grow by 8.3% and expansion could hit 9% next year, adding to signals the government is confident of hitting its growth target for 2009, Chinese Academy of Social Sciences said. (RTRS) GLOBAL: In geopolitical news, US Secretary of State Hillary Clinton said that international powers would not wait forever for Iran to prove it was not developing nuclear bombs, adding that Tehran must show it is prepared to meetMon, 12 Oct 2009 12:04:03 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-12.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-09.htmlOvernight News Asia: JGBs fell after a weak 30-year old long bond auction hit US Treasuries and gains by resource stocks buoyed Tokyo’s Nikkei average. JGB’s were trading at 139.11 (-0.24) at 0605 BST. Nikkei (+1.87%) closed above 10,000 on Friday for the first time in a week, with exporters climbing on a slightly weaker JPY, while Fast Retailing gained after forecasting a record profit for this business year. (RTRS) Japan Machine Orders (Aug) M/M 0.5% vs. Exp. 2.1% (Prev. -9.3%) Japan MachineFri, 09 Oct 2009 12:00:29 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-09.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-08.htmlOvernight News Asia: JGB’s rose following a rally by US Treasuries the previous day, with the 30-year yield hitting a three-month low on hopes that an auction of the maturity will meet with fair demand. JGBs were trading at 139.44 (+0.07) at 0618 BST. In equities the Nikkei rose 0.3% as exporters such as Tokyo Electron gained on short-covering, while Nikon Corp rose after a brokerage upgrade. Shipping firms extended gains after the Baltic Exchange’s main sea freight index rose to a seven-weekThu, 08 Oct 2009 12:07:25 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-08.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-07.htmlOvernight News Asia: JGB’s edged down overnight after tepid demand at an auction pushed US Treasuries lower and a bounce on Wall Street buoyed Tokyo’s Nikkei stock average. JGBs were trading at 139.35 (-0.24) at 0610 BST. Japan’s Nikkei rose 1.1% with shares of steel and metals companies rising in the wake of a jump in commodity prices, while banks climbed on continued optimism about the US financial sector. (RTRS) Japanese Banks will need more funds reports the WSJ today. The paper writesWed, 07 Oct 2009 12:06:42 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-07.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-06.htmlOvernight News Asia: JGB’s pared losses to be little changed after a report about talks to replace the USD as an oil trading currency pushed the USD lower versus the JPY and caused Tokyo stocks to surrender early gains. JGBs were trading at 139.52 (+0.02) at 0614 BST. In equities, the Nikkei inched up 0.2% in see-saw trade as bank shares such as Mitsubishi UFJ Financial Group climbed after Goldman Sachs upgraded the US banking sector. (RTRS) In other news, Japan’s governmentTue, 06 Oct 2009 12:08:00 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-06.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-05.htmlOvernight News Asia: JGB’s dipped overnight as market players sold to hedge for a JPY 2.1trl 10-year auction tomorrow, although losses were limited by murky economic recovery prospects following weaker-than-expected US jobs data the previous week. JGBs were trading at 139.51 (-10 ticks) at 0600 BST. The Nikkei fell 0.6% to hit an 11-week closing low overnight, dented by shares of exporters on concerns over the fragility of the US economic recovery and lingering worries about the JPY’s recentMon, 05 Oct 2009 12:02:43 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-05.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-02.htmlOvernight News Asia: 10 year JGB yield fell to its lowest in more than seven months overnight after the Nikkei (-2.5%) dropped to a twomonth low following a rally by US Treasuries in the previous session and a sell off in US equities. JGBs were trading at 139.62 (+0.31) at 0630 BST In other news, Japan’s jobless rate unexpectedly fell in August while household spending rose, but economists said it was unclear if these positive moves could be sustained as the effect of government stimulusFri, 02 Oct 2009 12:02:12 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-02.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-01.htmlOvernight News Asia: JGBs held steady overnight at 139.33 (-0.01 at 0620BST), weighed down after the Bank of Japan’s key Tankan survey showed that corporate sentiment continued improving in July-September but supported as Nikkei (-1.5%) lost ground, to its lowest close in two months, with shares of exporters hurt by a stronger JPY and uncertainty about the policies of the country’s new government dampened investor confidence. (RTRS) Japan's Deputy PM Kan said that we may need governmentThu, 01 Oct 2009 12:05:24 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-10-01.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-30.htmlOvernight News Asia: JGBs fell modestly overnight as some investors began taking profits ahead of the second-half of Japan’s fiscal year, but losses were limited as the JPY threatened to continue feeding expectations of deepening deflation. At 0600 BST, JGBs were down 3 ticks to 139.34. Japan’s Nikkei average edged up 0.3% in cautious trade overnight, with investors hesitant to actively take positions ahead of a series of economic data releases and at the end of Japan’s fiscal half-year.Wed, 30 Sep 2009 11:59:33 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-30.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-29.v02.htmlOvernight News Asia: JGB’s were little changed overnight although the Nikkei saw a bounce (+0.9%) from losses in the previous session. In its Q3 monetary policy report the PBOC said it will stick to moderately loose monetary policy, continue to restructure domestic economy with a focus on stepping up domestic demand. This morning saw the Chinese government cut gasoline and diesel prices nearly 3% in its 7th tweak to energy prices this year. (RTRS) GLOBAL: In geopolitical news, North Korea willTue, 29 Sep 2009 12:03:56 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-29.v02.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-28.htmlOvernight News Asia: JGB’s gained overnight with the JGB yield curve up to 10 years as the USDJPY’s surge to an eight month high pushed the Nikkei down 2.5%, its lowest close in 2 months, and fanned deflation concerns. In other news, according to the new PM Hatoyama the economy may worsen significantly and that ‘he is not optimistic on Japan’s economy’. (BBG) Elsewhere, accumulated profit figures for large Chinese industrial companies, released yesterday by Beijing and covering a periodMon, 28 Sep 2009 11:59:26 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-28.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-25.htmlOvernight News Asia: JGBs gained on Friday, with futures hitting a 10-day high as Tokyo’s Nikkei stock average slid over 2.5% on concerns of the Japanese financial sector. At 0614 BST JGBs were trading 139.10 (+0.28). In equities, the Nikkei fell 2.6% as financial shares were hit hard after Nomura Holdings said it plans to issue up to USD 5.6bln in shares, raising concerns other banks could follow suit. (RTRS) A few BOJ board members said the bank must make it clear to markets that reviewingFri, 25 Sep 2009 12:08:24 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-25.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-24.htmlOvernight News Asia: JGBs gained on Thursday, the first trading day of this week, buoyed as USTs advanced after the Federal Reserve reiterated its commitment to keep interest rates low for an extended period. At 0610 BST JGBs were trading 138.77 (+0.22). In equities, the Nikkei rose 1.7% to book a one-month closing high on Thursday, lifted by exporters such as Kyocera Corp as investors played catch-up after returning from a string of public holidays. But Japan Airlines and consumer lenderThu, 24 Sep 2009 12:06:19 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-24.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-23.htmlOvernight News Asia: Japanese markets closed for national holiday. GLOBAL: State-run Chinese companies have started supplying Iran with gasoline in a move that could undermine US pressure on Iran to give up its nuclear programme. (FT) US: US Treasury secretary Geithner said that the US economy appeared to be picking up steam and G20 leaders gathering in Pittsburgh this week would strive to ensure recovery was balanced. Geithner also said in a testimony prepared for delivery today that theWed, 23 Sep 2009 12:05:16 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-23.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-22.htmlOvernight News Asia: Japanese markets closed for national holiday. Overnight the Asian Development Bank highlighted that regional economies will expand at a faster-than-expected pace this year. However, they warned that withdrawing expansionary policies too early may lead to a double-dip decline in Asia. It still sees a V-shaped Asia recovery but notes external demand remains weak and sees China’s GDP growth at 8.2% in 2009, 8.9% in 2010. (RTRS) In other news, China industry ministry said thatTue, 22 Sep 2009 11:58:35 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-22.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-21.htmlOvernight News Asia: Japanese markets closed for national holiday. China's economy will be able to achieve a growth target of 8% this year, but the country should not rest on its laurels as problems remain, the statistics bureau's top economist was quoted as saying on Saturday. In other news, China’s central bank said on Saturday it had done a good job promoting economic growth and would keep implementing pro-growth policies as set by the country’s top leadership at a meeting this week. (RTRS)Mon, 21 Sep 2009 12:08:06 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-21.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-18.htmlOvernight News Asia: JGB’s traded higher in early trade on losses in Tokyo shares after mixed US economic data indicated the economic recovery is still tepid, prompting investors to scoop up safe-haven government debt. However, prices drifted in negative territory ahead of Japan’s five-day holiday and investors also refrained from building large positions on uncertainties about how Japan’s new government will cope with the country’s shaky economy. JGBs were trading at 138.52 (-0.07) at 0618Fri, 18 Sep 2009 11:58:31 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-18.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-17.htmlOvernight News Asia: JGB’s retreated overnight (-18 ticks to 138.92), with the lead futures contract sliding from a five-month peak as investors sold on caution before US NFP later today and the Nikkei fell 0.3% to hit its lowest close in five weeks on Friday, with investors’ reluctance to buy ahead of NFP data outweighing short-covering on better-thanexpected US sales figures. Elsewhere, Japanese companies cut spending on plant and equipment at a slower pace in April-June from a year earlier,Thu, 17 Sep 2009 12:12:36 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-17.htmlhttp://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-16.htmlOvernight News Asia: JGBs slipped on Wednesday as Tokyo shares rose after U.S. stocks hit 2009 highs on strong data, prompting investors to continue locking in recent gains. But the JGB market was underpinned by investor buying on dips, with losses seen as a correction of recent rapid gains, dealers said. At 0620 BST, JGBs were trading 138.69 (- 0.28). In equities, the Nikkei rose 0.5% as Canon Inc and other exporters gained, bolstered by optimism about the US economy after strong retailWed, 16 Sep 2009 12:10:15 GMThttp://www.fxstreet.com/fundamental/market-view/info@ransquawk.com (RANsquawk)http://www.fxstreet.com/fundamental/market-view/us-morning-briefing/2009-09-16.html