Categories
Australian Shares
Measuring the stocks bubble
It is impressive already.
David Llewellyn-Smith
2 months ago
Macro Afternoon
Asian share markets are still mixed with Chinese shares heading lower again while domestic equities are loving the softer than expected CPI print which is signalling a potential rate cut from the RBA once it gets back from its very long summer holiday.
Chris Becker
2 months ago
19
Macro Morning
Overnight risk markets were again contained due to some further strong US economic data which saw bond markets selloff while the USD remained sanguine.
Chris Becker
2 months ago
What stops the bull market?
The Market Ear with more internals.
David Llewellyn-Smith
2 months ago
2
Macro Afternoon
Chris Becker
2 months ago
22
Macro Morning
On the back of last week’s strong domestic out of the US, overnight saw some rate cut discussion from ECB officials which gave risk sentiment another boost as Wall Street rallied while European shares will play catchup if futures are to believed for tonight’s session.
Chris Becker
2 months ago
1
Bull market charges on
More good news for the bull market today as bond volatility eases.
David Llewellyn-Smith
2 months ago
Macro Afternoon
Asian share markets are generally positive, absorbing the macro events over the weekend with the USD remaining firm against the major currency pairs following last week’s very positive US domestic economic data.
Chris Becker
2 months ago
36
Hated bull market roars on
The Market Ear with more encouragement for the bulls.
David Llewellyn-Smith
2 months ago
1
Michael Hartnett capitulates to the bubble
David Llewellyn-Smith
2 months ago
2
Macro Morning
Strong economic data out of the US kept risk sentiment in check on Friday night as the USD also remained buoyed despite some early runs from the major pairs including Euro and Aussie.
Chris Becker
2 months ago
3
Stocks market bubble inflates
The Market Ear on the rampaging stock market. NASDAQ is overbought… …but we can stay in overbought land for longer than most can “endure” (see May – August last year).
David Llewellyn-Smith
2 months ago
1
Macro Morning
Risk sentiment remained buoyed overnight but the mood shifted to European markets which soared over 2% higher while Wall Street couldn’t hold onto its initial gains with only tech stocks lifting.
Chris Becker
2 months ago
2
Macro Afternoon
Asian share markets are in a fix with most resisting overnight positive risk sentiment with Chinese authorities trying to stop short selling while local stocks were staid after the Albo tax reversal.
Chris Becker
2 months ago
18
Stocks only go up
At least, Mag7 stocks only go up.
David Llewellyn-Smith
2 months ago
1
Macro Morning
Risk sentiment remained buoyed overnight but a little mixed in European markets with Wall Street pushing slightly higher as traders anticipate some large economic releases mid week.
Chris Becker
2 months ago
Macro Afternoon
The latest Bank of Japan meeting came and went without much flourish as Chinese stocks try to get off the floor having fell to a four year low yesterday amid upbeat momentum on other risk markets.
Chris Becker
2 months ago
10
How will the US election impact markets?
Goldman has a crack at it.
David Llewellyn-Smith
2 months ago
2
Stocks melt-up into irrational pessimism
The Market Ear on the melt-up.
David Llewellyn-Smith
2 months ago
1
Macro Morning
Sentiment remained buoyed over the weekend gap on overnight markets with Wall Street pushing slightly higher while European shares played catchup.
Chris Becker
2 months ago
2
Macro Afternoon
Chinese stocks fall to a four year low with no help from the PBOC with concerns over GDP growth weighing on the market, while other Asian equities continue the surge from Friday night with European futures up at least 0.6% as it plays catchup to Wall Street.
Chris Becker
2 months ago
9
The terrifying chart that screams sell China stocks
This is the chart: As noted last week, in my view, the structural deweighting of MSCI indexes is underway in Chinese markets.
David Llewellyn-Smith
2 months ago
4
Stocks rip to all time highs
Not the ASX, of course.
David Llewellyn-Smith
2 months ago
Macro Morning
Much improved sentiment amid reduced inflation expectations pushed Wall Street to a new record high on Friday night, with US consumer sentiment surging as Fed officials start to think about when the time is right to ease up on the rate hikes.
Chris Becker
2 months ago
1
Stocks roar at a hostile universe
The Market Ear kicks us off. Tech leaving rates behind The short term gap between NASDAQ and the 10 year (inv) is getting rather wide.
David Llewellyn-Smith
2 months ago
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