Categories
Australian Shares
Macro Morning
By Chris Becker The ECB sung a Spice Girls tune last night, putting paid to rumors that more stimulus was on its way, with President Mario Draghi offsetting the impact of Brexit to a later decision on firing up the helicopters.
Chris Becker
8 years ago
2
Macro Afternoon
by Chris Becker While the world is literally ending as Satan himself takes the Republican Party nomination, risk markets are moving to new highs on more speculation that stimulus is forthcoming from allcomers, even the US as corporate earnings do better than expected.
Chris Becker
8 years ago
4
ASX Costanza rally pushes breakouts
The ASX Costanza rally is off to the races (which is a classic illustration of markets inability to discount political risk) .
David Llewellyn-Smith
8 years ago
1
Macro Morning
By Chris Becker Higher than expected earnings in the US is pushing the USD higher taking most risk markets with it, as speculation mounts the ECB will step in later tonight and enact further stimulus, following the IMFs downgrade to growth post-Brexit.
Chris Becker
8 years ago
4
Macro Afternoon
by Chris Becker Markets have largely been treading water in Asia today, with no economic catalysts to act against, in preparation for overnight action in Europe and the Americas.
Chris Becker
8 years ago
2
Big iron ore bubble pops some more
David Llewellyn-Smith
8 years ago
2
Macro Morning
By Chris Becker While the winter flu season hits here (apologies for yesterdays Macro Afternoon), the sun is sweltering in Europe and North America, taking the shine off the reflation trade with stock markets slipping on both sides of the Atlantic overnight.
Chris Becker
8 years ago
5
Grantham on Brexit and immigration
From Investment legend Jeremy Grantham: I set myself a task this quarter to give my views on why suddenly so many strange things are going on in the US and in the UK and what they might mean.
David Llewellyn-Smith
8 years ago
35
Inside ASX momentum
Cross-posted from Angus Nicholson at IGMarkets.
David Llewellyn-Smith
8 years ago
3
Delusional dirt dominates ASX
David Llewellyn-Smith
8 years ago
1
Macro Morning
By Chris Becker The fallout from the failed coup in Turkey continues, but unable to upset risk markets that remain tentatively poised as US stocks continued to move higher on the back of higher bank stocks.
Chris Becker
8 years ago
2
Macro Afternoon
by Chris Becker Markets were digesting the weekend news in Asia today, barely moving around their various points of control, aside from the usual Monday morning gap and assisted by a holiday in Japan.
Chris Becker
8 years ago
3
That popping sound you hear is the iron ore bubble
Big iron is down today as Dalian slides another one percent at the open with BHP -0.7%, RIO -0.9% and FMG -3%: FMG can fall right down $3.50 before threatening its uptrend: The idiocy spread has also bottomed: And its spread to 58% iron ore looks to have peaked.
David Llewellyn-Smith
8 years ago
6
The all weather stock portfolio
From Mac Bank: Our “quality” and “stability” portfolio It has been painful to look through the current price action when we have a defensive and quality portfolio tilt.
David Llewellyn-Smith
8 years ago
4
Macro Morning (Trading Week)
By Chris Becker 2016 is shaping up to be one of the most interesting years in terms of macro events effecting markets – and lives – in years.
Chris Becker
8 years ago
Macro Afternoon
by Chris Becker The big release in the Asian session today was the Chinese GDP print for the second quarter, up 6.7% year on year and above expectations.
Chris Becker
8 years ago
4
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
Newer Articles
Older Articles
Page
211
of
312
Newer Articles
Older Articles
Advertisement