European Open Market Update

European Open Market Update

Thursday, February 24, 2022 (European Session)

Risk Off Market Environment?

-Strong risk off flows in markets as Russia launches a full scale military invasion and attack on Ukraine, firing missiles at several Ukraine cities and landing troops in the sovereign country?

-Trading suspended on Moscow exchange, Ukraine imposes martial law and world leaders frown at the development and are set to come down hard on Russia.?

-Risk assets are down across board by quite a mile, Russian Ruble down over 5% against the USD, High Beta FX are down against safe havens as NZD lags the most while JPY leads the pack.?

-Gold creates fresh year highs, briefly coming close to 1950 while US10YR Bond is up about 0.80%.

-Equities are down across board amid negative environment -US500 creates 9-month low around 4150?

-USOil jumps up amid tensions as incoming sanctions could further dry out Oil supply?

-VIX spikes about 9% towards 30 as uncertainty fills the air

-USDIndex is also higher on the day amid safe haven flows.

Cumulative Strength: JPY (5.26%), CHF (2.75%) and USD (1.60%)

Cumulative Weakness: NZD (-3.15%), EUR (-2.37%) and AUD (-2.07%)

-NZDJPY is down -1.07%

Selling high beta FX against the safe havens is a way to go in the session ahead but watch out for extended moves and incoming key levels on risk pairs. Incoming support levels at 82.000 on AUDJPY, 0.615 on NZDCHF, 128.5 on EURJPY..., if cleared, sellers will be interested.

Although, I am less interested in buying at the highs or selling at the lows and remember that markets are still very sensitive to headlines so keep an eye on the wires as the story develops.??

Note: US Preliminary GDP, Unemployment Claims and Central Bank Speak on the wires in the session ahead.

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