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Australian Shares
Morgan Stanley: Sell your banks
From Morgan Stanley: We believe in general, retail investors hold too much of their portfolios in the major banks (ANZ, Commonwealth Bank, NAB and Westpac).
David Llewellyn-Smith
8 years ago
5
Macro Morning
By Chris Becker The Bank of England held rates at 0.5% but the combined strength of the BOJ helicopter money threats and the Fed holding off on its interest rate agenda sent bank stocks on both sides of the Atlantic soaring, bonds and Yen falling as the post-Brexit reflation rally is almost complete.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker Another solid session in Asia today, although Chinese stocks are sliding into their close with the Shanghai Composite down 0.4% but still respecting its once resistance, now support at 3000 points.
Chris Becker
8 years ago
14
Big iron ore bubble ready to pop?
David Llewellyn-Smith
8 years ago
4
Macro Morning
By Chris Becker The UK gets a new Prime Minister and Foreign Secretary (Brexit Leader Boris Johnson – talk about handling a hot turd) while stock markets tread water unsure of the future direction of the European colossus.
Chris Becker
8 years ago
2
Macro Afternoon
by Chris Becker The bulls are definitely in charge in Asia today, with stocks up across the screen and for a change, the ASX200 is leading the way with a late surge in the session taking it nearly to the crucial 5400 point region.
Chris Becker
8 years ago
2
Big iron bubble builds
David Llewellyn-Smith
8 years ago
11
Perth housing crashes developer earnings
By Leith van Onselen The budding Perth housing crash has driven listed property developer Finbar’s earnings down to the lowest level in a decade.
Leith van Onselen
8 years ago
34
Macro Morning
By Chris Becker You get a car!
Chris Becker
8 years ago
6
Macro Afternoon
by Chris Becker Another solid day of action in Asia, mainly in currencies as the fallout from Friday’s NFP print plus continued Brexit shenaginans are felt on risk markets.
Chris Becker
8 years ago
9
Fortescue bubble sucks up Dalian hot air
Wow.
David Llewellyn-Smith
8 years ago
2
Macro Morning
By Chris Becker The follow through on risk markets from the solid NFP print on Friday night continues as a new bull market is appearing in US stocks with a Fed happy to feed the gains by holding off the interest rate accelerator (Model T Ford style, not Ferrari Volker’s style).
Chris Becker
8 years ago
3
Macro Afternoon
by Chris Becker Risk markets are loving the latest employment figures from the US, as Asia reacts to a new round of Abenomics, as Shinzo Abe wins local elections in Japan.
Chris Becker
8 years ago
15
Gold miners soar to new highs
Dalian is flat but that’s not a problem for big iron today as BHP marches up 2%, RIO 1.1% and FMG 4%: One word: short.
David Llewellyn-Smith
8 years ago
22
Macro Morning (Trading Week)
By Chris Becker Friday night saw the release of the most significant economic event on the calendar – US unemployment.
Chris Becker
8 years ago
1
Macro Afternoon
by Chris Becker Market positioning before the monthly US employment release tonight is the meme for the day, explaining why the ASX200 finished exactly where it started although it was the best in Asia as Chinese and Japanese stocks fell around 1% on another strong day for the Yen.
Chris Becker
8 years ago
6
ASX pulls a Costanza
Dalian is under considerable pressure down -3% and more, oil has been smashed, gold’s prospects are being burnished by the day but the ASX is doing the opposite today.
David Llewellyn-Smith
8 years ago
6
Macro Morning
By Chris Becker The mood overnight remained sour as US stocks sold off on the back of the DOE inventory report raised concerns of domestic oversupply, sending WTI crude oil to a new 2 month low.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker Safe haven bets seems to be the repositioning meme of the day across the market watch websites, with Yen, gold and even Aussie dollar listed as places the smart money is going.
Chris Becker
8 years ago
34
Macquarie gets defensive on equities
From Macquarie Securities: Surviving feels like the appropriate tactic in the current market.
Leith van Onselen
8 years ago
5
Macro Morning
By Chris Becker The release of a very dovish set of Fed minutes from the latest meeting had traders reaching for the buy button overnight, confident that interest rate path might not be as a parabolic (or hyperbolic) as some are expecting, taking the ease of the rise of the USD in the process.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker Not quite a bath of blood in stocks in Asia today, with the ASX200 the best performer outside Asia, as a lower Yuan fix sent other currencies selling off.
Chris Becker
8 years ago
14
ASX Brexit love-in sours
It had to happen.
David Llewellyn-Smith
8 years ago
11
Macro Morning
By Chris Becker A not so quiet night on markets although its a great time to be a bond holder or buyer as the BOE’s Mark Carney set the nervous sell buttons off on stocks as he handed down the UKs financial stability report following Brexit.
Chris Becker
8 years ago
8
Macro Afternoon
by Chris Becker Without a positive lead from Wall Street, and the drag from Europe, local stocks sunk today, the ASX200 down 1%, led by bank stocks.
Chris Becker
8 years ago
14
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