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Australian Shares
Macro Morning
By Chris Becker Trump’s continued mishandling of well, everything, including the latest shutdown attempt is sending markets into a spin going into Christmas, with US stocks falling nearly 2% overnight.
Chris Becker
5 years ago
Macro Afternoon
With the steep falls on Wall Street overnight in reaction to a not-dovish-enough Fed, Asian markets have suffered a similar fate with Japanese stocks bearing the brunt of the carnage as the BOJ meeting also passes without any easing measures.
Chris Becker
5 years ago
44
Can the long commodities trade hold up?
Via the hedge fund Horseman Global: Your fund lost 1.32%.
David Llewellyn-Smith
5 years ago
3
Bank bust rolls on as funding costs march higher
David Llewellyn-Smith
5 years ago
22
Macro Morning
By Chris Becker It was all about the Fed last night and oh boy did markets react to that tiny rate rise, with US stocks falling off the proverbial confidence cliff as USD soared against everything including gold.
Chris Becker
5 years ago
Macro Afternoon
A sea of red across Asian bourses, but it’s a shallow sea with only minor losses outside China as traders await tonight’s FOMC meeting.
Chris Becker
5 years ago
124
RBA corruption lifts banks as big gas collapses
The AUD is bid this morning as the Fed looms: Bonds are still tearing it up: XJO not: Dalian is soft: Big Iron OK: Big Gas not: Big Gold is still enjoying the Fed sniff.
David Llewellyn-Smith
5 years ago
2
Macro Morning
By Chris Becker A modest rebound overnight on Wall Street turned into a scratch session as oil prices stumbled, with the USD and Treasury yields still falling as markets grapple a near certain rate rise by the Federal Reserve tonight amid continued chaos in the White House.
Chris Becker
5 years ago
Macro Afternoon
A very dour mood across in Asia in response to the overnight slump on Wall Street, although the mangnitude wasn’t the same, the intent of taking risk off the table before the FOMC meeting is paralleled here.
Chris Becker
5 years ago
36
Carsales warns
David Llewellyn-Smith
5 years ago
11
Where Jeff Gundlach is right and wrong on a bear market
Jeff Gundlach last night declared a global bear market: As the oil patch and US housing fray, the Fed is one and done for a last hike.
David Llewellyn-Smith
5 years ago
6
ASX, big banks sink further into growling bear markets
The Australian dollar is holding up this morning: Bonds are bid and close to break out at the long end: XJO is down, down.
David Llewellyn-Smith
5 years ago
Macro Morning
By Chris Becker Caution has been downgraded to uncertainty with stock markets selling off sharply overnight after what looked like a good bounce here in Asia yesterday.
Chris Becker
5 years ago
Macro Afternoon
A relatively upbeat start to the week here in Asia following what was a dour finish on Friday night on Wall Street.
Chris Becker
5 years ago
61
As banks free fall, funding costs skyrocket
David Llewellyn-Smith
5 years ago
11
Macro Morning (Trading Week)
By Chris Becker Looking at Chinese stocks first, where last week saw the Shanghai Composite again fail to stabilise above tentative support at the 2600 point level, as economic news disappointed.
Chris Becker
5 years ago
Macro Afternoon
Not a positive way to finish the week here in Asia with a broad selloff due to the slowdown in Chinese economic data, with the Aussie and Kiwi falling alongside all the Yen crosses.
Chris Becker
5 years ago
53
What to expect from asset markets in 2019
Via the excellent Bill Evans at Westpac today: What do our economic forecasts for 2019 mean for Investors?
David Llewellyn-Smith
5 years ago
9
UBS: Labor franking reform to boost buybacks
Via UBS: …Labor’s proposed franking ‘scale-back’ also makes the near-term return of excess franking credits more attractive.
Damien Klassen
5 years ago
6
XJO, banks, AUD sag as markets fade RBA loons
David Llewellyn-Smith
5 years ago
6
Macro Morning
By Chris Becker Caution reigned on risk markets overnight with the ECB meeting taking a dovish turn while currencies were largely unchanged alongside the other barometer, US Treasury yields although the 10 year remains under the previous “magical” 3% level.
Chris Becker
5 years ago
Macro Afternoon
An very positive day for risk assets here in Asia as the USD continued its retreat against the majors except Yen, helping domestic Japanese stocks while Chinese bourses finally played catchup and have lifted significantly, especially on the mainland.
Chris Becker
5 years ago
37
Dodgy RBA lifts Aussie markets
As John Kehoe observes today: The RBA’s fingerprints are all over the CFR statement, which says “an overly cautious approach by some lenders to incorporating relevant laws and standards into loan approval processes may be affecting lending decisions”.
David Llewellyn-Smith
5 years ago
12
Mortgage Choice warns
David Llewellyn-Smith
5 years ago
5
Macro Morning
By Chris Becker The nascent recovery on risk markets continued overnight with US stocks rebounded strongly before fading going into the close on the back of a possible resolution or at least fading of problems in trade with China and the USA.
Chris Becker
5 years ago
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