BNP Paribas Q1 26 Earnings:
• Net Revenue: €11.40B (est €11.37B)
• Net Income: €3.22B (est €2.92B)
• FICC Sales & Trading Revenue: €1.63B (est €1.59B)
• Equity & Prime Services Revenue: €1.26B
• Loan-Loss Provision: €922M (est €888.8M)
• CET1 Ratio: 12.8% (est 13.3%)
• ROTE: 12.8%
• Sees 2027 CET1 Ratio: 13%
• Sees 2028 ROTE Above 13%
• Sees FY ROTE ~12%
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Standard Chartered Q1 26 Earnings:
• Operating Income: $5.90B (est $5.58B)
• Pretax Profit: $2.45B (est $2.09B)
• Net Income: $3.14B
• Credit Impairment Charge: $296M
• CET1 Ratio: 13.4%
• Sees Statutory ROTE >12%
• 2026 Guidance Remains Unchanged
• Reported Costs To Be Broadly Flat At Constant Currency
• Notes $190M Precautionary Management Overlays Related To Middle East
• Setting Out Next Phase Of Growth At Investor Event
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The U.S. dollar index gains 0.2% to 99.057, hitting its highest point since April 13.
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U.S. stock futures weaken as S&P 500 futures fall 0.3% and Nasdaq futures turn lower by 0.3%.
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European equity futures remain under pressure as EUROSTOXX 50 and DAX futures drop 1.0%, while FTSE futures ease 0.2%.
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USD/JPY climbs to 160.505, marking the strongest level since July 2024.
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Euro weakens to $1.1656, down 0.16% and its lowest since three weeks ago.
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The 30-year U.S. Treasury yield climbs 1.7 basis points to 5.003%.
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The 10-year U.S. Treasury yield climbs 1.4 basis points to 4.429%.
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Piper Sandler increases its price target on Alphabet to $425 (previously $395).
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Sam Altman announces on X that OpenAI is starting deployment of GPT-5.5-Cyber to key cybersecurity defenders in the next few days.
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ASEAN continues work toward ratifying a petroleum security framework agreement, according to the Philippine trade secretary.
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Japan (mar) Housing Starts YoY actual: -29.3% vs -4.9% previous;est -28.5%
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Japan (mar) Annualized Housing Starts actual: 0.736m vs 0.751m previous;est 0.750m
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finland (mar) Retail Sales Volume WDA YoY actual: 3.9% vs 2.7% previous
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Japan (apr) Consumer Confidence Index actual: 32.2 vs 33.3 previous;est 32.8
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finland (mar) GDP Indicator WDA YoY actual: 1.3% vs 0.1% previous
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finland (q1) GDP Indicator QoQ actual: 0.9% vs 0.6% previous
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Weak yen is driving up costs for many goods and services, giving a stronger push to inflation excluding fresh food and energy, BOJ reports.
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Weak yen shocks expand wages and margins and lift the GDP deflator, whereas energy shocks compress them and drag the deflator lower, BOJ reports.
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