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Australian Shares
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
Macro Morning
By Chris Becker The trading week finished on an upbeat note with sentiment still in the clouds about a pending US-China trade deal as the USD broke to a new record high against the major currencies, alongside US stocks.
Chris Becker
4 years ago
Macro Afternoon
The ebullience from overnight markets has not translated into meaningful gains here in Asia with most bourses struggling with scratch results late in the session.
Chris Becker
4 years ago
68
Macro Morning
By Chris Becker Stocks are riding the waves of transPacific press releases and editorials as positive news surrounding the US/China trade deal is sending USD higher and lifting all risk assets.
Chris Becker
4 years ago
4
Macro Afternoon
The failure to strike a US China trade deal continues to weigh on markets here in Asia as signs are mounting that all the posturing and posing by Chairman Pooh and President Wiggum is just that: a show.
Chris Becker
4 years ago
97
Zombie NAB adds to banking profits shocker
NAB just posted another banking profits shocker with earnings crushed and the divvy slashed: Asset quality is still deteriorating low off a low base: Remediation bills are huge and ongoing: Revenue ain’t growing and NIM is falling: With more troubles ahead: That credit growth is faciful as consumer accelerate their repayments at ZIRP.
David Llewellyn-Smith
4 years ago
4
Macro Morning
By Chris Becker News of a delay in a potential US/China trade deal is causing Wall Street to wobble again as a quiet session without any other catalysts apart from a spike in oil inventories keep risk taking low.
Chris Becker
4 years ago
2
Macro Afternoon
The outright optimism from a finalisation of a trade deal between US and China yesterday has been switched to that of caution with most stock markets putting in scratch sessions in response to the stall on Wall Street overnight.
Chris Becker
4 years ago
75
CS: Bond blood bath ahead
Via the excellent Damien Boey at Credit Suisse: Value rotation continued in earnest overnight, with sector-neutral value factors adding 0.7%, while momentum factors detracted 1.9%, and low-beta factors lost 0.5%.
David Llewellyn-Smith
4 years ago
9
Macro Morning
By Chris Becker Risk markets tumbled and the USD soared as data from the US suggested GDP growth is going to be softer than expected.
Chris Becker
4 years ago
3
Macro Afternoon
Outside of Australia, stock markets here in Asia are bursting in hope and optimism, with new record highs from Wall Street overnight translating into big gains across the region.
Chris Becker
4 years ago
77
How far can the risk rally get?
Via the excellent Damien Boey at Credit Suisse: Overnight, US equities rallied to new highs, bonds weakened and the yield curve steepened on positive trade headlines: US officials suggested that a deal with China is “almost there”.
David Llewellyn-Smith
4 years ago
1
MS: Lousy returns forever now
Via Morgan Stanley: Morgan Stanley’s Research department is currently working on, and debating, what we think the market will look like in 2020.
David Llewellyn-Smith
4 years ago
1
Behold the Fortescue rocket
There’s no stopping it now: Breaking out and now targeting record highs.
David Llewellyn-Smith
4 years ago
1
Macro Morning
By Chris Becker Its a night of record highs on Wall Street with both the NASDAQ and S&P500 gapping to new highs on the open, with US Treasuries selling off seeing 10 year yields almost reaching 1.8%.
Chris Becker
4 years ago
2
Macro Afternoon
Stocks rose across Asia as expected with the strong lead from Wall Street on Friday night translating into solid gains outside Japan, which was closed for a holiday.
Chris Becker
4 years ago
65
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