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Sep E-mini stock futures this morning are down -1.00 point (-0.03%) and European stocks are down -0.02% at a fresh 4-month low on concern China and the U.S. may be headed to an all-out trade war if the U.S. goes ahead with its planned tariffs on an additional $200 billion of Chinese goods. Losses were limited as emerging market concerns eased after the Turkish lira and South African rand rallied against the dollar. Another positive is strength in mining stocks and commodity producers as copper prices climb +1.76%. Signs of smaller supplies are giving copper prices a lift after LME copper inventories fell -7,750 MT to a 3-week low. Asian stock markets settled lower as China’s Shanghai Composite closed down -0.47% at a 2-week low and Japan’s Nikkei Stock index closed down -0.41%, also at a 2-week low. Asian markets remain under pressure on concern President Trump may go ahead with planned tariffs on $200 billion of Chinese goods. Japanese stocks also fell back as airlines and utility stocks sold-off after a powerful 6.7 magnitude earthquake in the northern Japanese island of Hokkaido knocked out power to more than 5 million people. The dollar index is down -0.08%. EUR/USD is down -0.01%. USD/JPY is down -0.22%. Dec 10-year T-notes are up +1 tick.

German Jul factory orders unexpectedly fell for a second month as they declined -0.9% m/m, weaker than expectations of +1.8% m/m.

Morning Markets Last Chg %chg
E-mini S&P 500 (U8) 2887.25 -1.00 -0.03%
Europe Euro Stoxx 50 3314.89 -0.73 -0.02%
Japan Nikkei Index 22488 -93 -0.41%
China Shanghai Comp. 2692 -13 -0.47%
10yr T-notes (CBT)(Z8) 119.315 0.010 0.03%
U.S. Dollar Index 95.106 -0.078 -0.08%
Euro FX (EUR/USD) 1.1629 -0.0001 -0.01%
Dollar-yen (USD/JPY) 111.28 -0.25 -0.22%
Sterling (GBP/USD) 1.2931 0.0026 0.20%
WTI Crude Oil (V8) 68.76 0.04 0.06%
Brent Crude Oil (X8) 77.48 0.21 0.27%
Gasoline (Nymex) (V8) 1.9743 0.0095 0.48%
Gold (Comex) (Z8) 1211.1 9.8 0.82%
Silver (Comex) (Z8) 14.295 0.075 0.53%
Copper (Comex) (Z8) 2.656 0.046 1.76%

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