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Chris Becker
Macro Morning
Wall Street rebounded overnight from its Deepseek AI start of week dramas with tech stocks rebounding while other industrials were largely unchanged as they absorbed the latest macroeconomic news in the US and await the next FOMC meeting.
6 hours ago
4
Macro Afternoon
Asian stock markets are having a hard time swallowing the volatility around the overnight moves on Wall Street due to the Deepseek AI problems, while equally swallowing the Deep Suck coming out of the White House around more tariffs.
10 hours ago
40
Macro Morning
Big drama on Wall Street overnight as AI dragged tech stocks down heavily with the NASDAQ losing nearly 4% as Nvidia and others lost significant ground.
18 hours ago
6
Macro Afternoon
The big news to end the trading week here in Asia is a possible turnaround on the Trump Tariffs on Chyna with Asian stock markets lifting in general across the region while the USD was pushed significantly lower, particularly against Yen.
4 days ago
52
Macro Morning
Wall Street advanced once more this time the broader S&P500 officially made a new high with tech stocks pulling back as European bourses also performed well.
5 days ago
1
Macro Afternoon
Asian stock markets again moved due to internal concerns with Chinese shares moving higher on state instituted rules on investment while Japanese exports for December helped lift the Nikkei.
5 days ago
59
Macro Morning
Wall Street advanced once more although the broader S&P500 just missed out on making a new high with tech stocks again leading the way.
6 days ago
11
Macro Afternoon
A lot of regional internal news are moving Asian stock markets instead of the usual macro newsfront with mainland Chinese shares off sharply while traders await the latest BOJ decision as wage and labour concerns mount.
6 days ago
42
Macro Morning
Wall Street returned from its long weekend and rallied across the board, not helped by more tariff talk although most of that looks like the typical hot air so far, with the USD still remaining in a weak short term cycle against the major currency pairs.
7 days ago
4
Macro Afternoon
Asian stock markets are generally in a positive mood although mainland Chinese shares can’t find a bid as they worry about the incoming Washington Circus as tariff threats still linger like a full Depends pullup.
7 days ago
12
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