Market Overview

DXY is pricing Fed cuts: AUD to the moon! North Asia to the moon! Only oil is earthbound: Commods to the moon! Mining dead cat: EM to the moon! Junk spreads to the moon! Bonds to the moon! Stocks to...

Social media has become the place where many of us spend our time, share our lives and, increasingly, get our news. An estimated 12 billion combined hours are spent every day on these platforms,...

US recession risk appeared to ease in the wake of last week’s encouraging updates for retail sales and jobless claims. Will the better-than-expected numbers delay the widely expected rate cut that...

A relatively solid session for Asian share markets given the lack of direction from Wall Street on Friday night with all the volatility still residing in Japan as Yen appreciates sharply against an...

I expect volatility to increase this week, particularly with VIX options expiring on Wednesday. The current VIX option positions suggest that the VIX may remain around the 15 level, which means the...

On Monday, both NAB and ANZ cut term deposit returns by up to 80 bps. Key points NAB and ANZ launched a fresh range of term deposit rates on Monday. Most products saw rates cut back, although...

Friday night saw big moves in currency markets following a boisterous share market session in Asia that was not repeated across both sides of the Atlantic, although Wall Street still advanced. The...

A lot can happen over the course of a week when it comes to the crowd’s fickle sentiment du jour on matters of recession. At this time a week ago the headlines warned that a contraction, if it hadn’t...

Stocks kept rising because retail sales and jobless claims data were better than expected. This is the second week in a row that stocks have jumped after a good jobless claims report. I’m not sure if...

Last week, I wrote an article entitled “Reasons For A Crash.” And, I will let you in on a little secret – I actually wrote that title as a test. You see, I assumed that the great majority of those...

Stocks were mostly flat to slightly up yesterday, with the S&P 500 getting a boost in the last 10 minutes due to a big closing imbalance. Other than that, it was a pretty quiet day. The CPI...

Last night saw the release of the highly anticipated US CPI print for July which came in a little softer than expected. This gave Wall Street pause and could put a stop to the recoveries here in Asia...

DXY is breaking down with inflation: AUD fell anyway: North Asia is mixed: Oil and gold soft: Metals too: Miners have have fallen down the bottomless shaft: EM meh: Junk is back: As yields confirm US...

It was only a few months ago (with the March CPI report in April) that I was talking about a ‘Potential Pony Situation’ in my podcast when, after an unsettling Core CPI, I pointed out that the Median...