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Australian Shares
Macro Afternoon
by Chris Becker Asian stocks have had a mixed start to the week following a similar positive, but mixed lead from overnight markets on Friday.
Chris Becker
7 years ago
7
More on profit season
David Llewellyn-Smith
7 years ago
Big Iron up as China boosts coking coal
Big Iron is firm today as China has announced the suspension of coking coal imports from North Korea.
David Llewellyn-Smith
7 years ago
8
What is profit season telling us about macro?
UBS is happy: So Far So Good So far results have been tilted to the positive with the average revision to FY17 consensus EPS c+1%.
David Llewellyn-Smith
7 years ago
Macro Morning (Trading Week)
By Chris Becker Another interesting week in macro markets .
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker Asian stocks sold off today to finish the week unsettled.
Chris Becker
7 years ago
30
Macro Morning
By Chris Becker The rally isn’t over but it has to have a breather from time to time and that’s what happened overnight with US stocks falling slightly alongside their European cousins, while Treasuries advanced and gold remain elevated.
Chris Becker
7 years ago
1
Macro Morning
By Chris Becker The bulls are Charlie Sheen winning here as January inflation data from the US is embiggening traders that the Fed will continue on its rate rise agenda – a March lift now above 40% probability – sending US stocks to new record highs again overnight.
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker Press that buy button as hard as you can is the clear signal out there as risk takers continue to gobble up stocks across the Asian region, dumping bonds along the way.
Chris Becker
7 years ago
32
Banks fly again
Dalian is up again today though not at new highs: Big Iron is trailing with FMG now in clear air once more: I personally think that the miners are fairly priced here.
David Llewellyn-Smith
7 years ago
1
Macro Morning
By Chris Becker The data calendar helped move things along last night building on the surprising Chinese CPI in the Asian session.
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker The sudden resignation of US National Security Advisor Michael Flynn has pushed the USD down, combined with the higher than expected Chinese CPI print with Asian markets slipping as confidence faltered over the dual macro impact.
Chris Becker
7 years ago
10
Macro Morning
By Chris Becker The bulls are well and truly in charge as US stocks surged to another record high overnight, helped along by a resurgent USD.
Chris Becker
7 years ago
Macro Afternoon
by Chris Becker Asian markets absorbed the weekend like it never happened, extending Friday’s risk rally with green across the board in stocks as Yen pulled back, iron ore exploded higher, dragging other commodities with it.
Chris Becker
7 years ago
9
Dalian flies again
Dalian is open and popping again, though 700 this time.
David Llewellyn-Smith
7 years ago
Macro Morning (Trading Week)
By Chris Becker Another interesting week in macro markets as the bulls finally emerge in US stocks taking them to new record highs as the Trump administration soothed Asian and Pacific markets with a bit more diplomacy and a lot less Tweeting.
Chris Becker
7 years ago
3
Macro Afternoon
by Chris Becker So as Trump spits the dummy, stocks boomed across Asia, mainly due to increase Chinese exports, but also the growing sense of a free for all on Wall Street.
Chris Becker
7 years ago
15
Big Iron firms again
Dalian is roughly flat today after overnight gains: Big Iron is modestly up too though FMG’s possible double top still lurks: Big Gas is rebounding after OPEC minister comments supported oil: Big Gold is off.
David Llewellyn-Smith
7 years ago
3
Macro Morning
Chris Becker
7 years ago
1
Macro Afternoon
by Chris Becker Only Chinese shares are finding serious buyers at the moment as Asian money finds government bonds and gold better prospects instead as volatility and uncertainty continue to boilover.
Chris Becker
7 years ago
29
The bull case for miners
David Llewellyn-Smith
7 years ago
1
Macro Morning
By Chris Becker The positive mood in Asia turned into an unsettling session on Wall Street and in Europe overnight as hot money moved to safe havens like Yen, gold and Treasuries, avoiding stocks even as corporate earnings and other economic data continue to point to strength.
Chris Becker
7 years ago
Macro Afternoon
Chris Becker
7 years ago
18
Dalian opens, soars
Never let good sense get in the way of iron ore!
David Llewellyn-Smith
7 years ago
3
Macro Morning
By Chris Becker Its been another wait and see night on markets overnight, and although the Dow hit a new record high (remember its only 30 stocks), broader indices remain stuck.
Chris Becker
7 years ago
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