Macro Morning (drifting)

Advertisement

By Chris Becker

After the euphoria of Friday night, and with next to no economic reports or news to go on, risk markets went nowhere on the Monday open, with most stock markets having scratch results as USD strength weighed. Commodities fell with oil down nearly 2% and bonds were bid as the US 10 year yield marches closer to the 2% mark again.

Recapping Asia’s session where the Shanghai Composite has made some further gains after breaking free of its 3400 point resistance barrier with 0.5% lift to 3429 points. Not a big follow through on the back of the interest rate and reserve rate cuts, but we should see a bear market rally right back up to 4000 points:

ssec_ix_price_daily_and_commodity_channel_index___daily___40_periods.21apr15_to_31oct15

The full text of this article is available to MacroBusiness subscribers

$1 for your first month, then:
Cancel at any time through our billing provider, Stripe