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David Bassanese
On Song By David Bassanese - 12 hours ago

Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political...

Chris Becker
05.08.22 Macro Morning By Chris Becker - Aug 05, 2022 1

Wall Street stalled overnight on some disappointing earnings while European markets continued their surge as the Bank of England was the latest to raise interest rates. Currency markets are still...

Chris Becker
03.08.22 Macro Morning By Chris Becker - Aug 03, 2022 1

Risk sentiment has flipped to one of unease given the combination of further hawkish comments from the Fed and heightened tensions over US Speaker Pelosi’s visit to Taiwan, confirming the glass...

David Llewellyn-Smith
Australian dollar rally stalls By David Llewellyn-Smith - Aug 02, 2022

DXY is still falling as EUR bounces:   The AUD materially underperformed the DXY sag:Oil dumped:Dirt too:And miners (LON:GLEN):Plus all EM (NYSE:EEM): Yields fell:But stocks did too:Westpac has the...

Chris Becker
01.08.22 Macro Afternoon By Chris Becker - Aug 01, 2022

Asian stocks are having a solid start to the trading week with Chinese stocks still the laggards but avoiding the steep falls from Friday’s session. The mixed earnings from Wall Street is not...

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