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Australian Shares
Macro Morning
By Chris Becker US all the way on Friday night with Treasuries, the USD Index and Wall Street all advancing in tandem on the back of (spurious) claims by Trump that the US/China trade talks are advancing well – even though he later contradicted that in a Fox news rant.
Chris Becker
4 years ago
Macro Afternoon
Another generally mixed day in Asian risk taking given the poor performance on Wall Street overnight as the stronger USD weighs on markets.
Chris Becker
4 years ago
52
Tim Toohey goes all in on new boom
We’re still waiting for Tim Toohey’s last boom which was going to skyrocket interest rates in 2017.
David Llewellyn-Smith
4 years ago
7
Macro Morning
By Chris Becker The USD re-asserted itself overnight as stock markets stumbled surrounding the continued lack of good news emanating from US/China trade talks, with Wall Street putting in minor losses.
Chris Becker
4 years ago
1
Macro Afternoon
Another sea of red across Asian stock markets today following the same wave overnight on Wall Street, despite the Chinese trying to shore up optimism that trade talks won’t stumble and fall into the 2020 calendar year.
Chris Becker
4 years ago
96
Macro Morning
By Chris Becker Overnight markets were rocked again as the possibility of the US/China trade talks extending well into 2020 firmed, as domestic concerns outweighed the bigger picture, stumbling on tariffs again.
Chris Becker
4 years ago
5
Macro Afternoon
No surprise that risk markets are wobbling on any sniff of trouble surrounding the US/China trade deal, as Trump throws the word “tariff” in the air again, which sent US stocks lower overnight, leaking into safe havens here in Asia.
Chris Becker
4 years ago
82
Macro Morning
By Chris Becker US stocks lost ground as Trump fumbled around comments regarding Chinese tariffs, pushing industrials down while tech stocks had a slight tick upwards, as the USD lost ground against the undollars.
Chris Becker
4 years ago
Macro Afternoon
Japanese stocks are weighing on Asian risk taking as selling exhaustion is seeing Chinese markets both on the mainland and in oppressed Hong Kong surge higher.
Chris Becker
4 years ago
47
Macro Morning
By Chris Becker A very quiet night for stock markets as weakness in USD sees risk taking a back seat with scratch sessions on both sides of the Atlantic.
Chris Becker
4 years ago
1
Macro Afternoon
Outside local stock markets, the rest of Asia is bullish coming out of the Friday night play on overseas markets, where risk taking remains strong as Wall Street reaches a new record high – again.
Chris Becker
4 years ago
55
Macro Morning
By Chris Becker Friday night saw another new record high for US markets, all based on the expectation that the US/China trade talks will still present a positive outcome for both.
Chris Becker
4 years ago
Macro Afternoon
Outside China, stocks are quite boisterous here in Asia leading to good buy signals for the northern hemisphere as we close the trading week out.
Chris Becker
4 years ago
67
Macro Morning
By Chris Becker Overnight risk markets are in retracement mode as the USD also falls against all the majors except the commodity proxies as Aussie, Kiwi and Loonie remain subdued.
Chris Becker
4 years ago
4
Macro Afternoon
Stocks are generally down across Asia with only local issues rising due to the fall in the Aussie dollar as the latest unemployment print undershot, sending interest rate expectations down with it.
Chris Becker
4 years ago
80
More on how far equities can get
More today from the BofAML fundie survey: 1.
David Llewellyn-Smith
4 years ago
2
Beware peddlers of Armageddon
David Llewellyn-Smith
4 years ago
14
Macro Morning
By Chris Becker An unexpectedly lower UK CPI print and continued focus on Hong Kong, combined with all eyes on the Trump impeachment inquiry is seeing risk markets on both sides of the Atlantic wobble as USD becomes mixed against the majors.
Chris Becker
4 years ago
2
Macro Afternoon
Stocks are falling across the region as tariff concerns over the Chinese trade deal mount alongside increased tensions in Hong Kong.
Chris Becker
4 years ago
65
How far can equities run?
The BoAML fundie survey is out, via AFR: “The bulls are back,” said Michael Hartnett, chief investment strategist at the bank.
David Llewellyn-Smith
4 years ago
3
Macro Morning
By Chris Becker Swings and roundabouts as the risk meter returns to the positive polarity overnight, with European and US stocks lifting in response to a delay in proposed US tariffs on European autos.
Chris Becker
4 years ago
1
Macro Afternoon
The mixed session from overnight markets has seen an equally mixed result here across Asia as tensions in Hong Kong remain high, while tech stocks and a softer Yen are lifting risk appetites only in Japan.
Chris Becker
4 years ago
71
Australian dollar falls as iron ore miners wake in fright
Not much for for Aussie assets today as the Australian dollar falls away: XJO is down moderately but still has a bullish chart: Bonds are bid: Dalian is flat so far: Big Iron has woken in fright from discounting only lollypops and rainbows.
David Llewellyn-Smith
4 years ago
7
Macro Morning
By Chris Becker The trading week is having a mixed start as concerns from the Asian trading session yesterday transferred to Wall Street, particularly the lack of progress on a US/China trade deal but also the escalating tensions in Hong Kong.
Chris Becker
4 years ago
Macro Afternoon
Here we go again!
Chris Becker
4 years ago
81
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