Categories
Australian Shares
Macro Morning
Wall Street fell sharply overnight on very cool Fedspeak that indicated that the US Federal Reserve is still being quite patient when it comes to rate cuts, as inflation concerns remain high.
Chris Becker
13 days ago
1
Macro Afternoon
Asian share markets are bouncing back despite closed Chinese markets and relatively low rebound overnight on Wall Street.
Chris Becker
13 days ago
16
Oil spoils the AI party
The Market Ear with an oil problem.
David Llewellyn-Smith
13 days ago
1
Macro Morning
Risk markets pivoted overnight on both the latest ISM services print and Fed Chair Powell’s speech, where he posited that rate cuts are on the way, but perhaps not too soon.
Chris Becker
14 days ago
Macro Afternoon
Asian share markets are selling off across the board as risk sentiment inverts despite the strong economic data out of the US overnight.
Chris Becker
14 days ago
13
Bull market gallops into oil storm
The Market Ear with the latest equity internals.
David Llewellyn-Smith
14 days ago
Macro Morning
Despite strong economic data in both the US and Europe, expectations of delayed rate cuts caused risk markets to pullback from their recent floating on high with the USD falling for the first time in weeks.
Chris Becker
15 days ago
1
Macro Afternoon
Asian share markets are still in mixed conditions despite some strong economic catalysts after the Easter break with a somewhat weak lead from Wall Street not helping local stocks as much as thought.
Chris Becker
15 days ago
38
Will the equities bull run face plant on oil?
The Market Ear with the latest positioning.
David Llewellyn-Smith
15 days ago
Macro Morning
Risk markets continue to float higher as the latest ISM manufacturing print in the US came in stronger than expected, boosting the USD and bond yields across the curve.
Chris Becker
16 days ago
2
Macro Afternoon
Asian share markets are still in mixed conditions without any large economic catalysts and some lower volumes going into the Easter break.
Chris Becker
20 days ago
27
Macro Morning
Overnight finally saw a strong session for Wall Street following recent solid domestic data as dovish comments from the ECB helped increase risk sentiment even though the USD was basically unchanged against the majors as Yen firmed.
Chris Becker
21 days ago
1
The future belongs to America
HSBC with the note.
David Llewellyn-Smith
21 days ago
11
Macro Afternoon
Asian share markets are still in mixed conditions without any large economic catalysts besides the usual macro concerns to push risk sentiment around.
Chris Becker
21 days ago
15
When upside force meets unbreakable ceiling
The Market Ear rides the bull.
David Llewellyn-Smith
21 days ago
Macro Morning
Overnight saw another weak session for Wall Street despite some solid domestic data as consumer confidence fell back slightly but still higher than expectations with European stocks leading the way instead on the lower Euro.
Chris Becker
22 days ago
Macro Afternoon
Asian share markets are still absorbing the outcome of last week’s volatility without a solid lead from Wall Street as the USD and bond yields continue their see-saw inversion.
Chris Becker
22 days ago
4
Sell in May and go away
The Market Ear with the latest equity positioning.
David Llewellyn-Smith
22 days ago
2
Macro Morning
Overnight saw another consolidation phase for risk markets, with US bond yields rising slightly while the USD pulled back but still held sway over the currency majors.
Chris Becker
23 days ago
Macro Afternoon
An uneasy first trading session for Asian share markets after a volatile week with Friday’s night poor showing on Wall Street and the still high USD continuing to weigh on risk sentiment.
Chris Becker
23 days ago
12
Equity sentiment retreats
The Market Ear on retreating sentiment.
David Llewellyn-Smith
23 days ago
Macro Morning
Friday night was a consolidation session for risk markets as they digested all the interest rate meetings of the week, with US bond yields falling slightly while the USD held sway over the currency majors.
Chris Becker
24 days ago
Macro Afternoon
An uneasy final session for Asian share markets after what was a solid overnight showing on Wall Street with the higher USD still weighing on sentiment.
Chris Becker
26 days ago
28
CBA is the most expensive bank in the world
Note via Morningstar. Australian banks have had a great run of late, compared to both the ASX 200 and other major sectors. Commonwealth Bank (ASX: CBA) has stood out.
David Llewellyn-Smith
26 days ago
1
Macro Morning
Following the Federal Reserve meeting in the previous session, the USD and bond yields rebounded overnight with the Bank of England holding fire while the Swiss Central Bank put in a surprise rate cut.
Chris Becker
27 days ago
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