Tag Archive: APAC Market Corner

Calm before chaos but more likely the fear of the unknown.

Calm before chaos but more likely the fear of the unknown. But one thing that we do know for sure is the president’s uncontrollable need to defend his status is more apparent than any strategy when comes to bilateral trade…
Read more

Market Scuttlebutt 

Market Scuttlebutt There’s a high level of circumspection associated with this weekend’s G7 meeting as President Trump prepares to enter the G-7 lion’s den. Usually, a non-event for markets but with all the focus on escalating trade tensions amongst long-standing…
Read more

Let the Games Begin

 Maximus Pressure or Circus Maximus Both the S & P and Nasdaq fell overnight snapping the 5-day winning streak as the tech sector sags. But entering weeks end investors are taking another peek at the calendar and thinking that perhaps…
Read more

US equity markets defy gravity.

US equity markets defy gravity. Equity Markets US equity markets continue to defy gravity and extending the recent winning streak to four straight sessions. It was all about the financials as a series of coordinated hawkish comments from ECB members, …
Read more

Investors utterly unfazed by trade tariffs

  Investors utterly unfazed by trade tariffs Stock market investors remain utterly unfazed by the prospects of trade tariffs or even higher interest rates as consecutive monthly payroll numbers continue to support the Goldilocks economy sweet spot scenario. Employers are…
Read more

Chasing One’s Tail

Chasing one’s tail There’s a lot less drama to start the week but still plenty of possible noisemakers in play to keep things interesting. Global trade war tensions are on the rise again so on the heels of the latest…
Read more

A tempest in an espresso cup

A tempest in an espresso cup The markets are looking much more constructive to end the week than they did to start, and with trade wars still lingering, that is saying a lot. Mind you, the Italian rumpus, and ensuing…
Read more

China PMI Data Flash

With both China’s Manufacturing and Servies PMI’s coming in above consensus it suggests manufacturing remains resilient and domestic growth is chugging along. And amid trade and tariff tensions, this should be interpreted positively. at least for the next 20 minutes !!….
Read more

Conciliante

Investors took note of a more euro-friendly conciliatory tone after Luigi Di Maio, the leader of the Five Star Movement, called for Paolo Savona to withdraw from Economic minister’s candidacy to allow a government to be formed. And at least…
Read more

Safety is the priority

Seldom do we suddenly fall on demise but rather, advance towards it by slight degrees. However, nothing could be further from the truth when it comes to the Euro’s disintegration over the course of the last 24 hours. Forget about…
Read more