Categories
Australian Shares
Overheated stocks cool off
The Market Ear on the stocks pullback.
David Llewellyn-Smith
4 months ago
Macro Morning
Risk markets are trying to find a catalyst to push higher with the latest German inflation numbers steady while the latest initial jobless claims in the US gave a preview of tonight’s US NFP print gave a stronger result than expected.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are still behaving in mixed fashion after a poor lead from Wall Street overnight as the new trading year continues to bring some dread most markets, with Japanese bourses finally opening.
Chris Becker
4 months ago
10
Macro Morning
The new year continues to bring in volatile results across risk markets with Wall Street faltering again as European shares played catchup.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are behaving in mixed fashion after a poor lead from Wall Street overnight as the new trading year gets underway for most markets, with the Nikkei 225 still closed.
Chris Becker
4 months ago
8
A new stock bubble blows
The Market Ear on massively overbought stocks. The big short is now a big long What a difference a year makes. Non dealers exposure in US equities is at the highest levels in “forever”. GS Less worried BofA’s contrarian sell side indicator (SSI) moved sharply higher in late 2023.
David Llewellyn-Smith
4 months ago
Macro Morning
The first full trading day of the new year brought in some volatile results across risk markets with Wall Street faltering as European shares were listless.
Chris Becker
4 months ago
Albert Edwards: Bond bull to stampede 2024
Alberty Edwards of Societe General with his take on 2024.
David Llewellyn-Smith
4 months ago
Macro Morning
Some soft overnight data sent the USD lower against the majors again, helping Wall Street continue its Christmas rally while European shares couldn’t find any positive sentiment.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets have foregone their recent bullish mood with the late selloff on Wall Street not helping risk spirits as Japanese shares lead a selloff amid a much stronger Yen.
Chris Becker
4 months ago
13
Macro Morning
The Christmas rally had a big hiccup overnight as Wall Street sold off near the close due to meeting resistance as the S&P500 almost reached its 2021 high with a much lower than expected UK inflation print helping USD take back lost ground.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets remain in a bullish mood with the weaker USD helping risk spirits as the Australian dollar holds well above the 67 cent level.
Chris Becker
4 months ago
8
Macro Morning
The Christmas rally extended overnight with a much lower USD post the Euro core inflation print sending risk sentiment higher once as European shares and Wall Street continued upwards.
Chris Becker
4 months ago
3
Macro Afternoon
Asian share markets remain in a bullish mood with the BOJ holding fire at its latest meeting while the RBA released its latest minutes without much of a change to the Aussie dollar.
Chris Becker
4 months ago
11
Macro Morning
The start of the new trading week heading into Christmas saw subdued trading on both sides of the Atlantic but the prospect of more rate cuts from the Fed kept Wall Street up while European shares pulled back.
Chris Becker
4 months ago
Everything rally poised for more?
The Market Ear leads us off. The good, the bad (and nothing really ugly) Here is all the latest on sentiment & positioning.
David Llewellyn-Smith
4 months ago
Macro Afternoon
Asian share markets remain in a bullish mood due to both the very dovish FOMC meeting and the overnight ECB and BOE meetings that are keeping the USD down as Japanese shares finally rebound at the end of the trading week.
Chris Becker
4 months ago
22
Macro Morning
The post FOMC ebullience gave way to absorbing the near dual ECB and BOE bank meetings which were less dovish but didn’t upset risk market expectations.
Chris Becker
4 months ago
3
Macro Afternoon
Most Asian share markets are in an ebullient mood due to the very dovish FOMC meeting overnight but Japanese shares are falling behind due to the higher Yen while local shares are doing their best despite a lift in unemployment and the Australian dollar.
Chris Becker
4 months ago
24
Macro Morning
The USD went down and everything else went up last night in reaction to the latest FOMC meeting – which was a hold – but the details were very very dovish indeed.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are still somewhat mixed due to last nights US CPI print with temporary USD weakness now shifting back to strength against the majors as both Chinese and Japanese shares fail to find any positive momentum that was evident at the start of the trading week.
Chris Becker
4 months ago
18
Macro Morning
The latest US CPI print came in bang on expectations without much effect across stock and currency markets with yields initially spiking on the print before settling down to where they started.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are still somewhat mixed but this is mainly due to USD weakness lifting Yen which has dragged Japanese shares down while the rest of the region continues to rebound from Friday night’s US employment print.
Chris Becker
4 months ago
10
Macro Morning
The first session of the new trading week post the latest US unemployment print – aka non-farm payrolls – saw relative calm despite some forthcoming releases this week from key central banks that should have markets on edge.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are in mixed form as we start a new trading week as Yen sells off in the wake of a stronger USD following Friday nights US employment print – aka the non farm payroll report – with Chinese risk sentiment still dragging down the region while local shares are steady.
Chris Becker
5 months ago
6
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