Categories
Australian Shares
Macro Afternoon
by Chris Becker A very slow start to the week for risk here in Asia with only the ASX200 putting on any gains as Bitcoin goes nuts above $10,000USD.
Chris Becker
6 years ago
23
Unmistakably bullish ASX probes 6000 again
The ASX is probing 600o again and its chart remains unmistakably bullish: Bonds are off a little: Dalian is firm: Big Iron too, though the real story appears to be market skepticism about the iron ore price bounce.
David Llewellyn-Smith
6 years ago
13
Macro Morning (Trading Week)
By Chris Becker Nobody can stop the music as stock markets make new highs around the globe, even as cues from the bond market with a flattening yield curve suggest that inflation will not raise its ugly head as predicted in 2018.
Chris Becker
6 years ago
Macro Afternoon
by Chris Becker The end of another week of trading here in Asia and its all about keeping the ship steady until the Americans wake up again.
Chris Becker
6 years ago
12
Macro Morning
By Chris Becker A case of caution and treading water in overnight markets as US traders headed home for Thanksgiving with European stocks treading water as the Euro headed for a five week high.
Chris Becker
6 years ago
Macro Afternoon
by Chris Becker Hesistation across Asia today as US markets go quiet for Thanksgiving and retailers around the world ramp up for the Black Friday day/weekend/week.
Chris Becker
6 years ago
37
Macro Morning
By Chris Becker The latest Fed minutes were released overnight and the official line of “waiting for inflation” is yet to be believed, so the USD sold off considerably against all the majors, given the Aussie dollar a reprieve.
Chris Becker
6 years ago
1
Macro Afternoon
by Chris Becker Risk has doubled down in Asia with new highs almost across the board as the USD retreats and the yield curve flattens as all and sundry join the stock market trainride.
Chris Becker
6 years ago
46
ASX lags global rally
AUD has held overnight gains: Bonds are still bid: ASX200 is up a half percent, still lagging the US.
David Llewellyn-Smith
6 years ago
2
Global shares boom to record highs on “rational exuberance”
The MB Fund S&P500 long is the gift that just keeps giving.
David Llewellyn-Smith
6 years ago
2
Why Australian shares have and will miss the global boom
Yes, yes, we all know that MB is the Australian doomsayer.
David Llewellyn-Smith
6 years ago
17
Macro Afternoon
by Chris Becker Risk is back in Asia, although you wouldn’t think it using the Aussie dollar as a risk proxy, as it heads to a new five month low.
Chris Becker
6 years ago
21
Australian dollar slammed to new lows, ASX stuck
David Llewellyn-Smith
6 years ago
6
Macro Morning
By Chris Becker Markets absorbed the news of Janet Yellen’s resignation overnight, somewhat because its just procedural as Trump’s nominee Jerome Powell will take over at the end of her tenure – but in the main because its likely her replacement will effect the same type of monetary policy.
Chris Becker
6 years ago
BofAML: Icarus trade to crash in six months
Via BofAML today: Bull market in S&P500 would become the longest ever on August 22, 2018 (and the second biggest ever at 2863 on S&P500) Equities have only outperformed bonds for seven consecutive years on three occasions in the past 220 years (the last time was 1928 – Chart 1).
David Llewellyn-Smith
6 years ago
3
Macro Afternoon
by Chris Becker Not a good start to the week for risk as Asian stocks fall in reaction to weekend news of troubles in forming a new government in Germany, combined with fallout from Chinese authorities warning about their own overheated markets.
Chris Becker
6 years ago
53
Australian dollar, ASX fall together
The AUD is under clear pressure: Bonds are bid: But the shitty ASX can’t catch a bid: Dalian is firm at the open: Big Iron flattish: The Pensioner Killers are rising.
David Llewellyn-Smith
6 years ago
18
Baby Bunting warns
David Llewellyn-Smith
6 years ago
29
Macro Morning (Trading Week)
By Chris Becker It’s coming up to Black Friday (or Weekend, or Week, depending on how desperate the retail outlet is) which could be an apt description for the current trajectory of stock markets around the globe.
Chris Becker
6 years ago
Macro Afternoon
by Chris Becker The USD has stalled and turning tail against Yen, but not the Aussie dollar which now looks finished.
Chris Becker
6 years ago
35
ASX struggles to regain momentum
The ASX is struggling to regain momentum today, up a measly 20 points: Despite the AUD trading at the lows: As the yield spread to the US on the two year hit just 8bps.
David Llewellyn-Smith
6 years ago
6
Macro Morning
By Chris Becker A big rebound in risk overnight as earnings in tech stocks combined with a drop in opposition within the GOP ranks on their tax bill mean the largesse is now more likely than ever.
Chris Becker
6 years ago
1
Is Domain the next McGrathmageddon?
Following yesterday’s Domain float, it’s a more than fair question given the prima facie similarities between the business models.
David Llewellyn-Smith
6 years ago
8
Macro Afternoon
by Chris Becker A recovery of sorts in Asia today with most stock markets lifting as selling sentiment exhausted itself.
Chris Becker
6 years ago
8
ASX down as Domain atrocity ripped from the womb
The ASX is down again today It remains to be seen whether former resistance will become support around 5950.
David Llewellyn-Smith
6 years ago
4
Newer Articles
Older Articles
Page
171
of
312
Newer Articles
Older Articles
Advertisement