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Australian Shares
Macro Afternoon
Chris Becker
8 years ago
8
Why did BHP, RIO and FMG rise today?
Big Iron is hanging on despite decent losses last night in London, helped by Dalian as it firms another few points at the open after last night’s gains.
David Llewellyn-Smith
8 years ago
On the sudden panic about “artificial markets”
There is a media panic on right now about “artificial markets”.
David Llewellyn-Smith
8 years ago
16
Macro Morning
By Chris Becker The USD is getting pushed around by comments from Fed hawk Stanley Fischer where markets are hinging on his position that the Fed is reading to raise rates again as growth in the US is sustained.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker With the poor lead coming out of Wall Street on Friday night, Asian stocks have been mixed following the usual Monday morning gap with Japanese shares the only one to rally.
Chris Becker
8 years ago
8
Dirt flies
Dirt has broken out today with BHP and FMG at new rally highs up 2% apiece, RIO is the new laggard up 1% and still 5% below 2016 peaks.
David Llewellyn-Smith
8 years ago
Macro Morning
By Chris Becker The USD slipped and bonds rose as the minutes from the FOMC meeting indicate a return to a dovish setting for the world’s most important central bank.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker A generally positive day for stocks in Asia, with the poor lead from Wall Street overnight overturned by optimism.
Chris Becker
8 years ago
1
Stockland rides the REIT bubble
by Chris Becker The real estate developer behemoth Stockland announced its full year results to the market this morning, with a slight dip in profit but reported increasing revenues of 10%, up to $2.3billion.
Chris Becker
8 years ago
3
BHP appears primed for a re-rating
David Llewellyn-Smith
8 years ago
4
CSL remains a diamond in a lump of coal
by Chris Becker One of my favourite corporates, CSL Limited reported its full year results today and is getting slammed as a result.
Chris Becker
8 years ago
1
Macro Morning
By Chris Becker The USD fell against the majors last night, on the back of the July CPI print which was lower than expected, sending the yearly print perilously close to the magical 2% number that central bankers dream and nightmare about each night.
Chris Becker
8 years ago
3
Macro Afternoon
by Chris Becker Stocks are having a bad day in Asia, led by the Nikkei which almost 2% as Yen strengthened.
Chris Becker
8 years ago
10
Why did BHP, RIO and FMG rise today?
Because Banana Man is loose once more.
David Llewellyn-Smith
8 years ago
2
Macro Morning
By Chris Becker Bull market territory for sure in US stocks overnight as new record highs are made while bonds are sold off although trading volume in the former was also at a record low!
Chris Becker
8 years ago
1
Macro Afternoon
by Chris Becker Chinese stocks were the only real movers today with a stronger Yen keeping the Nikkei down and a poor lead from commodities holding down the ASX200.
Chris Becker
8 years ago
15
Why did BHP, RIO and FMG fall today?
The Big Iron bubble is little changed over my break if off today.
David Llewellyn-Smith
8 years ago
7
Dividend dash leads investors astray
Chris Becker
8 years ago
3
Macro Morning (Trading Week)
By Chris Becker Friday night saw the release of a slew of European economic data, namely 2Q GDP prints for Germany, Italy and EZ itself.
Chris Becker
8 years ago
1
Macro Afternoon
by Chris Becker The ebullient lead from overnight risk markets has translated into solid gains across Asia today, with Japanese markets returning from a holiday playing catch up as well.
Chris Becker
8 years ago
17
Macro Morning
By Chris Becker US stocks hit a record high overnight, pipping the 1999 levels in solid sessions while European shares are now all above their pre-Brexit breakdown highs, as everything is awesome!
Chris Becker
8 years ago
2
Macro Afternoon
by Chris Becker Asian stocks were mixed today, as Japanese bourses were closed for a holiday, Chinese markets rallied although the Shanghai Composite is selling off going into the close, threatening to break support at 3000 points.
Chris Becker
8 years ago
14
Macro Morning
By Chris Becker Bonds ruled the roost overnight, well US Treasuries at least with yields selling at four year lows amid caution in the risk complex, with US and European stocks selling off overnight.
Chris Becker
8 years ago
6
Macro Afternoon
by Chris Becker A sea of red in Asian stocks today as the falling US dollar dragged the Nikkei down as Yen hovered at around the 101 handle.
Chris Becker
8 years ago
1
Macro Morning
By Chris Becker The US dollar fell overnight, as bonds and gold rallied in inverse correlation as traders abandoned the US bourses for the algos as earnings season slows down.
Chris Becker
8 years ago
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