north korea

Emerging markets hit a series of headwinds

Peter Wilmshurst

In 2017, emerging markets delivered some of their best returns since 2009. However, a series of headwinds – which include a stronger US dollar, lower liquidity due to rising US rates, China’s attempts at deleveraging, and uncertainty surrounding trade – have now hit. This has meant some of those gains... Show More

The ten things to watch in 2018

Saul Eslake

Here are ten things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about at conferences and events over the course of the coming year. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170912

Mathan Somasundaram

Local market jumped on global relief rally on less than expected hurricane damage and no missile test by NK. Local market had already priced in part of this relief rally upside yesterday as we moved on positive US futures…so we had the catch up session today. Given the China/Russia watered... Show More

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Economic Warfare

Clime Asset Management

North Korean leader, Kim Jong-Un, has confirmed that the Democratic People's Republic now has thermonuclear capabilities after testing it's newly developed hydrogen bomb at the country's nuclear test site. Aside from obvious political, military and environmental implications, this could have considerable economic ramifications, especially for Australia should it get caught... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170904

Mathan Somasundaram

Local market fell on the open with NK risk and then recovered part of the loses on the back of the positive commodity outlook. The data out of US remains patchy on the consumer outlook with another weaker than expected non-farm payroll while manufacturing PMI’s were solid. ECB hinted that... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170707

Mathan Somasundaram

Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in the US market overnight. NASDAQ showing more weakness…already below 50 day MA and heading towards 100 day MA…last time it broke 50 day... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170412

Mathan Somasundaram

Local market was started positive before falling and then making a decent recovery on average China inflation data to finish mainly flat. Tomorrow is the last day of trading before we go into a four-day long weekend…not sure investors want to leave global markets open to US/Russia/Syria/China/North Korea for that... Show More