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Australian Shares
Macro Morning (Trading Week)
By Chris Becker Until Friday night there were next to no economic catalysts in the form of news or releases to get worried about, so risk markets were in “steady as she goes” mode, for the most part.
Chris Becker
6 years ago
AFR says go global stocks
Some good advice, bad advice from the AFR on stocks over the weekend: If you’re not invested in global stocks, say the experts, you’re missing out.
David Llewellyn-Smith
6 years ago
Macro Afternoon
by Chris Becker Asia ends the week with a rally in stock markets outside China while the USD reversed its recent bounceback as Yen and Aussie dollar also lifted.
Chris Becker
6 years ago
4
Macro Morning
By Chris Becker A pause in US stocks overnight as traders weighed up the latest oil inventory reports and the machinations in Europe regarding Brexit.
Chris Becker
6 years ago
2
Macro Afternoon
by Chris Becker Stocks were broadly positive across Asia today taking the good level from US stocks overnight, with the USD weakening against the majors and gold, which is closing back in on the $1300USD per ounce level.
Chris Becker
6 years ago
28
Fortescue breaks as big iron bust builds
Dalian iron ore is falling again today: The Aussie dollar is trying to climb back above 78 cents, former support now resistance: Big Iron charts are starting to break.
David Llewellyn-Smith
6 years ago
Macro Morning
By Chris Becker Last night saw US stocks closing at record highs – again – after the Federal Reserve released a summary from its last meeting, where it signalled an interest rate hike in December is increasingly likely despite low levels of inflation.
Chris Becker
6 years ago
Macro Afternoon
by Chris Becker Stocks in Asia were generally positive today with a retreating USD helping as well, as turmoil surrounding geopolitical tensions in Korea and Turkey simmered today.
Chris Becker
6 years ago
27
Rate cut rally persists on ASX
Dalian iron ore is flat But coking coal is dead cat bouncing: Big Iron is still torn between a breakout for RIO and breakdown for FMG.
David Llewellyn-Smith
6 years ago
11
Macro Morning
By Chris Becker European bourses were shaken up overnight as the Catalan independence issue in Spain overspilled into wider Euro concerns, the union currency rallying strongly against the USD as a result.
Chris Becker
6 years ago
1
Macro Afternoon
by Chris Becker Yet another mixed session in Asia today with all markets open after some holiday breaks, most stock markets putting on small gains while the ASX200 flittered away a good start to close flat.
Chris Becker
6 years ago
14
ASX folds as dollar rallies
Dalian is softish today: Big Iron is diverging with RIO up and FMG down: RIO has a bullish chart: FMG bearish: I’d bet on FMG winning as iron ore keeps falling.
David Llewellyn-Smith
6 years ago
3
Time to buy CBA?
Via UBS: Is it the right time to buy CBA?
David Llewellyn-Smith
6 years ago
4
Macro Morning
By Chris Becker Not a very exciting night on Wall Street as lack of volumes from Asia and Columbus Day in the US saw the worlds biggest market – bonds – closed.
Chris Becker
6 years ago
1
Why is Macquarie long the “perpetual leveraging doomsday machine”
Great stuff today from the always entertaining and cross-disciplinary Viktor Shvets at Macquarie: Investors seem to be residing in a world without any notable perceived risks.
David Llewellyn-Smith
6 years ago
14
Macro Afternoon
by Chris Becker A quiet start to the week in Asia as several bourses were closed so it was a mixed reaction to Friday night’s NFP print setting the course for the next month and possibly into the Christmas season.
Chris Becker
6 years ago
7
China re-opens, Dalian crashes
Oh dear!
David Llewellyn-Smith
6 years ago
Macro Morning (Trading Week)
By Chris Becker It’s been a Golden Week for China with closed markets, with a few more Asian bourses closed today on Monday, but it was the Friday night NFP in the US that stoked risk.
Chris Becker
6 years ago
2
Macro Afternoon
by Chris Becker Asia is having a relatively quiet day as traders position for the closely watched NFP print in the US tonight.
Chris Becker
6 years ago
31
AFR: Buy international shares to escape ASX dud
Via the AFR: Aggregate earnings for ASX-listed companies have gone precisely nowhere since the end of 2006, on a per share basis.
David Llewellyn-Smith
6 years ago
16
Diving dollar delivers ASX bid at last
The Xenoponzi bombshell rocked the Aussie dollar: And that has helped finally deliver a bid to the busted ASX: Big Iron is roaring (straight towards a cliff edge in my view): Big Gas is up though ORG is now well a truly mired in the STO trench: Big Gold is up.
David Llewellyn-Smith
6 years ago
3
Macro Morning
By Chris Becker Boom!
Chris Becker
6 years ago
1
Why the US bull market has room to run
Moody’s has a nice post today on the role of credit markets in the business cycle: Rate Spike Would Tame the Bulls The US equity market may continue to set new record highs as the VIX index lengthens its stay under an extraordinarily low 10 points.
David Llewellyn-Smith
6 years ago
5
Macro Afternoon
by Chris Becker Not the most exciting session here in Asia with currencies and gold unmoved against USD as most stock markets putting in scratch sessions as Chinese bourses remain closed for a holiday.
Chris Becker
6 years ago
3
ASX hangs on for grim death
Lol.
David Llewellyn-Smith
6 years ago
19
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