Asia Morning: South Korea Keeps Its Nerve
Against the grain of public opinion - including the author's - the Bank of Korea held rates steady a...
US Open- Relief Rally, Oil’s make or break moment, Gold struggles
US stocks are showing signs of life after four days of pain. Coronavirus fears are leading markets...
Asia Morning: Another Tough Day At The Office
It was another tough day at the office for US markets overnight, all three leading indices falling b...
US Open – Carnage pause, Treasury yields remain heavy, Home Depot impresses, Oil looks vulnerable, Gold’s pullback, Bitcoin softens, LATAM under pressure
The day after the Dow’s worst drop in two years is showing a small bounce that is getting faded. I...
Asia’s Morning: Is All the Bad News Priced In?
Unless you were living on Mars - and in these days of connectivity that's no excuse - you could not ...
Europe suffers worst day since 2016 as virus spreads
Europe’s share markets suffered their biggest slump since mid- 2016 on Monday, as a jump in corona...
US Open – Pandemic Panic, Treasury yields in freefall, Bernie vs Trump, Oil’s bloodbath, Gold eyes $1,700 and beyond
All the major indexes around the globe are selling off as global contagion fears intensify. The co...
Coronavirus Concerns Crush V-Shaped Optimism
The confidence of optimists predicting a V-shaped recovery in the global economy post coronavirus, t...
Asia Finishes the Week with Sniffles
Wall Street showed the first glimpses of grudging acknowledgement that the coronavirus outbreak coul...
China Cuts Loan Prime Rates and Coronavirus Cases
China's stimulus measures continued at pace this morning, as it lopped ten basis points of the one-y...
Asia Session: Asia Discards The Apples
The fallout from Apple Inc’s revenue warnings weighed on markets overnight as the US returned to w...
And I Rand, I Rand So Far Away
Apple is dominating the headlines this morning after taking a leaf out of the Japan Government form ...
US Open – Possibly another buying opportunity is upon us, UK Chancellor quits, Oil’s tentative bottom, Metals diverge on virus spike, LATAM declines
Wall Street seems to be buying the dip again. Last night, risk aversion returned on news that Chin...
Asia Midday: Not So Quickly Everybody
The legions of Optimism-20 virologists and epidemiologists were out in force overnight on Wall Stree...
US Open – Slow Monday as markets remain fixated on virus updates, German political uncertainty, Oil’s death by virus, Gold shines
US futures and European stocks are off to a slow start as investors continue to digest every increme...
The Week Ahead – Virus risk uncertainty, Powell testifies to Congress, RBNZ to signal patience, and Germany’s recession fears
Wall Street’s resilience will be tested again as some clarity emerges on whether the Chinese conta...
US Open – Huge NFP Beat wraps up a great week for the President, Oil can’t shake demand woes, Gold rally pauses, German recession fears, Loonie slides
The US economy appears to be clicking on all cylinders. After four days of strong gains on Wall St...
Asia Morning: Mind The Information Gap
Wall Street stock indices all hit record highs overnight as the Wuhan virus unwind spreads faster th...
US Open – Virus Optimism, Safe-havens unwind, Oil finds its bottom, LATAM Rebounds
US futures and European stocks gained and Treasuries tanked as virus optimism ran wild on reports th...
Asia Morning: Finding Joy In Being Wrong
After spending the last two weeks telling readers to treat any rallies in asset markets with h...