Categories
Australian Shares
Macro Afternoon
A much better day here in Asia after the stuttering start on Monday, with almost all stock markets in the green, helped along by a resurgent USD as the Yuan plummets.
Chris Becker
6 years ago
46
Credit Suisse: China deflaton bus to squash miners
Could not agree more.
David Llewellyn-Smith
6 years ago
2
Macro Morning
By Chris Becker The trading week had a better start in the northern hemisphere with US markets gaining on the back of tech and bank stocks, while Europe tread water.
Chris Becker
6 years ago
Google gives Aussie investors a lesson in returns
This is why the MB Fund retains exposure to the US earnings boom: Internet giant Alphabet posted a significant earnings beat on Monday after the close, sending shares up more than 5%.
David Llewellyn-Smith
6 years ago
17
How to profit from the Aussie housing crash
Via the AFR: ARCO fund manager George Colman says he is cautious on the Australian economy and is warning of a “slow-motion property market crash”.
David Llewellyn-Smith
6 years ago
36
Macro Afternoon
A sputtering start to the trading week here in Asia with most stock markets having a bad day, except in China, while currency markets are reacting to Trumps ALL CAPS rant against Iran, sending the USD down.
Chris Becker
6 years ago
45
Australian dollar weak as ASX falls
David Llewellyn-Smith
6 years ago
11
Macro Morning (Trading Week)
By Chris Becker Yet another extraordinary week in international relations as Trump parades across the globe upsetting friends, trashing major trade partners and embracing foes and dictators.
Chris Becker
6 years ago
1
Macro Afternoon
Caution reigns again in Asia after a poor lead from Wall Street overnight, with only mainland Chinese shares plus their Australian proxy in the green as the Yuan continues to be dumped.
Chris Becker
6 years ago
51
Macro Morning
By Chris Becker Trump tried to rub out the recent gains in USD by criticizing the Fed’s interest rate rises, causing volatility across currency and stock markets.
Chris Becker
6 years ago
Macro Afternoon
A strong unemployment print locally buoyed Aussie stocks as the rest of Asia sold off on the back of a much lower Yuan while the BOJ tapers its bond buying program.
Chris Becker
6 years ago
79
Macro Morning
By Chris Becker European bourses again led the confidence train on risk markets with tech stocks dragging down US stocks, even as Fed Chair Powell put forward an optimistic view of the US economy to Congress overnight.
Chris Becker
6 years ago
Why emerging markets suck the big one
Via Bloomberg: Emerging markets are poised to rally after more than $7 trillion in stocks slid into bear territory, according to three of the world’s largest money managers.
David Llewellyn-Smith
6 years ago
Macro Afternoon
Outside China, Asian stocks extended gains after last night’s rally on Wall Street pushed on by comments from the new Fed Chair.
Chris Becker
6 years ago
60
Pascometer redlines on Australia boom!
Weeo, weeoo, weeoo.
David Llewellyn-Smith
6 years ago
17
Macro Morning
By Chris Becker The USD and stocks lifted overnight on the back of Fed Chair Powell’s comments over the strong US economy, which helped to overshadow the ongoing trade tensions.
Chris Becker
6 years ago
Macro Afternoon
As Trump trounces Europe and supports Russian hegemony, markets continue to run the concern thread over trade tensions, while pushing the hope barrow on stellar US corporate earnings to keep the whole risk edifice afloat.
Chris Becker
6 years ago
43
More money managers humiliated by commodities
Goldman has been terrible.
David Llewellyn-Smith
6 years ago
5
Macro Afternoon
Asia finishes the week on a relatively upbeat note despite the continued trade war and ructions in Europe over Trump’s barnstorm visit.
Chris Becker
6 years ago
23
Australian dollar rallies with risk, sinks ASX
David Llewellyn-Smith
6 years ago
6
Macro Morning
By Chris Becker The overnight US CPI print didn’t put a rocket under the USD, coming in firm as expected as all eyes were on Europe with Trump’s NATO bashing taking the heat off any further barrages in the trade war.
Chris Becker
6 years ago
Macro Afternoon
Another strange day here in Asia as risk does a turnaround as the focus of Trump’s ire moved to Europe and away from China ever so briefly. This caught the shorts short (guilty as charged) and lead a rally across the region with Chinese stocks leading the way.
Chris Becker
6 years ago
28
ASX soars on trade war and housing crash
AUD is still weak through the morning: Bonds are selling: XJO to the moon!
David Llewellyn-Smith
6 years ago
11
Macro Morning
By Chris Becker Its the day of the dollar as the USD crushes all in its path, including stocks, currency majors and commodities as Trump expands the trade war, pushing over Wall Street confidence amid an upbeat earnings season.
Chris Becker
6 years ago
Macro Afternoon
Trumps new round of tariffs has pulled the rug out from the confidence rally of recent days with the Chinese stock markets taking the biggest hits.
Chris Becker
6 years ago
20
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