Categories
Australian Shares
Macro Morning
Despite both Fed and ECB officials wary of interest rate cuts, risk markets were able to bounce back overnight with solid gains on both sides of the Atlantic.
Chris Becker
3 months ago
1
Macro Afternoon
The fallout from the recent Chinese GDP growth figures combined with stronger than expected US prints overnight is still giving risk markets a pause with the USD remaining strong against the major currencies.
Chris Becker
3 months ago
7
Fear returns to stocks
The Market Ear with the news.
David Llewellyn-Smith
3 months ago
2
Macro Morning
Despite a run of stronger domestic US data overnight, Wall Street wobbled as the latest Chinese GDP (and population) prints turned off risk, with the USD continuing to strengthen against most of the major currency pairs.
Chris Becker
3 months ago
1
Macro Afternoon
The latest Chinese GDP growth figures came in softer than expected and sent mainland and offshore markets a lot lower in response, coupled with a higher USD that isn’t helping other risk markets.
Chris Becker
3 months ago
3
The fragile bull
The Marlet Ear kicks us off.
David Llewellyn-Smith
3 months ago
1
Macro Morning
The return of US traders to their desks on Wall Street overnight did not calm risk markets with further falls in European shares and the Australian dollar, which broke through the 66 cent level.
Chris Becker
3 months ago
Macro Afternoon
Its a sea of red across Asian share markets with the lack of a positive lead from a closed Wall Street overnight combined with big slumps in Chinese shares sending risk markets lower.
Chris Becker
3 months ago
33
Macro Morning
A long weekend for Wall Street saw a lack of direction from other risk markets with European shares taking back their Friday night gains while ECB speakers continued to deny rate cuts are on the agenda.
Chris Becker
3 months ago
1
Macro Afternoon
Asian share markets are mixed once again as local shares go nowhere while Japanese markets continue to move higher, as a slightly stronger USD keeps the major currency pairs in check.
Chris Becker
3 months ago
8
Stocks to the moon (and back)!
The Market Ear on still overheated stocks.
David Llewellyn-Smith
3 months ago
1
Macro Morning
Friday night saw the release of the latest US PPI print which kept Wall Street contained as bond yields fell back across the curve while the USD dropped initially but then strengthened.
Chris Becker
3 months ago
Why won’t stocks crash?
David Llewellyn-Smith
4 months ago
1
Macro Morning
The latest US CPI print saw risk markets again destabilise as the USD initially went higher alongside bond yields before a late turnaround.
Chris Becker
4 months ago
Macro Afternoon
A lot of easing in China has seen Asian share markets generally move higher, helped by a buoyant Wall Street overnight as well as a slightly weaker USD as traders await tonight’s latest US CPI print.
Chris Becker
4 months ago
9
Stocks bull market into US election
JPMs Marko Kolanovic is still bearish stocks.
David Llewellyn-Smith
4 months ago
4
Macro Morning
Risk markets were unable to make substantive moves higher overnight despite a solid session on Wall Street and a slightly weaker USD as ECB concerns of a European recession pushed most European shares lower.
Chris Becker
4 months ago
1
Macro Afternoon
Asian share markets are again mixed with only Japanese bourses advancing as local shares absorb the latest inflation figures while Chinese markets remain cautious in the wake of more property sector wobbles.
Chris Becker
4 months ago
21
Stock bulls corralled
The Market Ear with the latest market positioning.
David Llewellyn-Smith
4 months ago
Macro Morning
A continued absence of catalysts saw risk markets remain rangebound overnight Wall Street putting in a wobbly return as European shares took back all their return gains.
Chris Becker
4 months ago
Macro Afternoon
Asian share markets are doing much better given the stronger result on Wall Street overnight plus the return of Japanese markets.
Chris Becker
4 months ago
17
The pause that refreshes
The Market Ear on the pause that refreshes an equity bull run. Short term positioning monitor turned very negative JPM’s “tactical positioning monitor” shows the following: 1 week change turned very negative, but 4 week still positive (+0.4z).
David Llewellyn-Smith
4 months ago
1
Macro Morning
An absence of news and catalysts saw risk markets rebound overnight following the volatile reaction to the December US NFP print from Friday night with Wall Street lifting strongly as tech stocks led the way.
Chris Becker
4 months ago
1
Macro Afternoon
Asian share markets are failing to advance following a turbulent Friday night session in the wake of a strong US unemployment print but weaker ISM measures.
Chris Becker
4 months ago
11
The twelve bear events of 2024
The bear returns!
David Llewellyn-Smith
4 months ago
Newer Articles
Older Articles
Page
9
of
313
Newer Articles
Older Articles
Advertisement