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Market Wraps
sunset strip
Latest news and analysis on sunset strip
Equities
February 17, 2021 16:42
Socialism is making inflation great again
Local market started negative on US lead and remained weak as Aussie 10 year bond yields ran past 1.40% as reflation starts to weigh on stretched market multiples. All...
Mathan Somasundaram
Deep Data Analytics
February 17, 2021 16:42
Equities
February 15, 2021 17:17
US heading towards stagflation to avoid recession
Local market started positive on US lead before it was jammed up on low turnover. All sectors were green except for yield sectors like Utilities and Property. Miners...
Mathan Somasundaram
Deep Data Analytics
February 15, 2021 17:17
Equities
February 12, 2021 17:43
Honey, I broke the economy. It wasn’t me, it was reflation!
Local market delivered a negative day on low turnover on growth worries with most Asian markets closed for the holidays. Asian holidays meant there weren’t enough...
Mathan Somasundaram
Deep Data Analytics
February 12, 2021 17:43
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Equities
February 11, 2021 16:47
Why "reflation" matters and how you should respond
The local market delivered a slightly negative day on weak turnover, where global passive money moves at the open and close were the only real action, despite...
Mathan Somasundaram
Deep Data Analytics
February 11, 2021 16:47
Equities
February 10, 2021 17:54
Debt-fuelled socialism is being dressed up as capitalism, but reflation is coming
Local market delivered a positive day on weaker turnover, where global large cap buy portfolio boosted the market around midday before a slight slide into the close....
Mathan Somasundaram
Deep Data Analytics
February 10, 2021 17:54
Equities
February 09, 2021 17:22
Australia stuck in Bubble Now Pain Later (BNPL)
Local market delivered a negative day on solid turnover with selling into the close despite US market delivering a positive day that ran up into the close. The power...
Mathan Somasundaram
Deep Data Analytics
February 09, 2021 17:22
Equities
February 08, 2021 17:29
Manage risk like Tom Brady and be prepared to look silly at times
Local market has another low turnover positive day with global passive money doing the heavy lifting as most fund managers were watching another one sided competition...
Mathan Somasundaram
Deep Data Analytics
February 08, 2021 17:29
Equities
February 05, 2021 17:52
Time to take on the crowded trades…the great squeeze is coming!
Local market was pushed into positive territory by predominantly global passive money on a low turnover day. Local fund managers were nowhere to be seen and the...
Mathan Somasundaram
Deep Data Analytics
February 05, 2021 17:52
Equities
February 04, 2021 16:49
“Socialise the pain, capitalise the gain" – A lazy option that no longer works
The local market sprinted into the profit-taking cycle globally, as reflation starts to take off. The month-end adjustments in asset allocation seem to have finished...
Mathan Somasundaram
Deep Data Analytics
February 04, 2021 16:49
Equities
February 03, 2021 17:09
FOGO is the new FOMO
Local market was once again boosted by global investor buying on asset allocation trade in relatively weaker volume. The month end adjustments in asset allocation is...
Mathan Somasundaram
Deep Data Analytics
February 03, 2021 17:09
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