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Australian Shares
Measuring the bank damage
Via Credit Suisse: Bank Levy: 2-5% cost inflation The 2017/18 budget has announced a 6bp levy on bank liabilities on the four major banks and MQG effective 1 July.
David Llewellyn-Smith
7 years ago
1
Macro Afternoon
by Chris Becker Yet another low volume day in Asia as Chinese markets remain closed while other bourses tried to find their way after the UK and US markets were also closed overnight.
Chris Becker
7 years ago
20
Myer crashes to post-float lows as retail reels
Discretionary retail is increasingly a mess.
David Llewellyn-Smith
7 years ago
11
ASX breaks
Right on cue, the ASX has sunk to new lows below 5700 in its building correction: Big Iron is up: Big Gas down: Big Gold firm: Big Debt is still sinking: And Big Liar: We await China re-opening tomorrow.
David Llewellyn-Smith
7 years ago
7
Macro Morning
By Chris Becker Subdued risk markets overnight as both UK and US markets were closed for holidays, leaving Europe to fend for itself.
Chris Becker
7 years ago
Aussie fundie liquidates citing imminent bubble bust “calamity”
Has anyone noticed how MB is no longer the local “doomsayer”?
David Llewellyn-Smith
7 years ago
49
Macro Afternoon
by Chris Becker A very slow day in Asia as volumes retreat in anticipation of the UK and US holidays tonight, while mainland Chinese markets were closed, currency markets are in a holding pattern.
Chris Becker
7 years ago
12
CBA breaks, ASX next
No China today so the crapped out ASX is left to deflate all by itself.
David Llewellyn-Smith
7 years ago
4
Macro Morning (Trading Week)
By Chris Becker US stocks markets ended last week with a whimper as they close for a long weekend stint, reopening Tuesday, able to absorb the Tweeter in Chiefs impact on NATO, G-7 and climate change.
Chris Becker
7 years ago
Macro Morning
By Chris Becker US stocks are pushing aside all risk off concerns like some bully pushes aside the smallest kid in the playground, making another record high overnight as European bourses retreated.
Chris Becker
7 years ago
2
Will cutting immigration smash the stock market?
The AFR says so: Poorly constructed and strict immigration policy is one of the biggest threats to sharemarket returns, say some of the country’s biggest money managers.
David Llewellyn-Smith
7 years ago
16
Macro Afternoon
by Chris Becker Logic?
Chris Becker
7 years ago
5
Macro Morning
By Chris Becker Only US markets are putting on a show of risk on with European bourses retreating overnight on the Moody’s cut to China.
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker Asian markets have absorbed the Moody’s rating cut to China’s debt levels with aplomb with initial downside reaction mainly filled across share markets, with most volatility on commodities as iron ore crashes alongside copper and a weakening gold price.
Chris Becker
7 years ago
20
Macro Morning
By Chris Becker Risk markets had to absorb the UK terror attack among other macro issues overnight with a return to strength for the USD and mild rallies across both sides of the Atlantic.
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker Asian markets have moved to safe havens after the Manchester attack and a variety of political distractions in the Americas plus concern over Noble Group.
Chris Becker
7 years ago
24
Big Iron dead cat stutters
Dalian is soft today: No obvious reason for it beyond good sense and the looming wipe out of Noble Group which may be forced into inventory liquidations!…Big Iron has eased: Big Gas is firm on OPEC: WPL and OSH look bullish on the charts but they’re still way overvalued assuming $65 oil.
David Llewellyn-Smith
7 years ago
1
Macro Morning
By Chris Becker So is risk back on as Trump signs deals with the Saudis, who look set to extend supply cuts to bolster oil prices?
Chris Becker
7 years ago
2
Macro Afternoon
by Chris Becker Asia starts the week with a good lead from Wall Street on Friday night, and all stock markets – save continental Chinese – are in the positive helped along by a bullish mood on oil prices.
Chris Becker
7 years ago
17
Big Iron hysteria builds as miners move into coconuts
There really is no accounting for people.
David Llewellyn-Smith
7 years ago
9
Macro Morning (Trading Week)
By Chris Becker Another week passes as volatility rises due to the turmoil that is characterising the Trump White House, cascading into deadlocking a Congress that is supposed to be focusing on tax cuts and infrastructure spending which risk markets have already priced in.
Chris Becker
7 years ago
The sublime to the ridiculous or should you buy miners?
Three takes today that run from the ridiculous to the sublime around buying miners.
David Llewellyn-Smith
7 years ago
3
Macro Afternoon
by Chris Becker The short covering trade continues as Asian stocks follow the positive overnight lead by Japan as investors turn their eyes to a different American impeachment crisis in Brazil.
Chris Becker
7 years ago
6
Q: What’s an ex-growth, bubble bank worth? A: Less
Dalian is stable so far today: Big Iron is rallying as CS tells all that iron ore is going back to $70.
David Llewellyn-Smith
7 years ago
10
Morgan Stanley: Stocks pivot to Europe
From Morgan Stanley today: Bottom line: USD has come under broad selling pressure(following inflation expectations) and is now trading below the level when US President Trump was elected.
David Llewellyn-Smith
7 years ago
1
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