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Market Wraps
sunset strip
Latest news and analysis on sunset strip
Equities
August 04, 2021 19:14
Central banks keep stealing from savers and telling them it’s for their own good
The local market had a choppy positive day on the back of miners, after falling early morning into negative territory. Relatively low turnover continues into the...
Mathan Somasundaram
Deep Data Analytics
August 04, 2021 19:14
Equities
August 03, 2021 17:49
In the land of conflicting macro signals, risk management is king
Local market had a choppy negative day despite BNPL pushing the market higher by over 10 points. Relatively low turnover continues into the eighth week without a...
Mathan Somasundaram
Deep Data Analytics
August 03, 2021 17:49
Equities
August 02, 2021 18:08
Rampant M&A is classic late cycle behaviour
The local market had a strong positive day on takeover optimism, despite weak US market lead and weak China data. Relatively low turnover continues into the eighth...
Mathan Somasundaram
Deep Data Analytics
August 02, 2021 18:08
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Equities
July 30, 2021 18:01
Gold shines in stagflation risk
Local market had a choppy negative day that slide further negative as regulatory moves in China started to hit commodity markets. Relatively low turnover continues for...
Mathan Somasundaram
Deep Data Analytics
July 30, 2021 18:01
Equities
July 29, 2021 17:33
Central Banks are going through SEA (Stimulus Ever After) change
Local market had a choppy positive day on the back of positive quarterly updates and weak bond yields. Relatively low turnover continues for the seventh week without a...
Mathan Somasundaram
Deep Data Analytics
July 29, 2021 17:33
Equities
July 28, 2021 17:52
Everything is transient except debt, stimulus and asset bubbles
Local market started negative on US lead and kept sliding on lockdown extension and inflation data. Relatively low turnover continues with seventh week without a...
Mathan Somasundaram
Deep Data Analytics
July 28, 2021 17:52
Equities
July 27, 2021 17:28
China regulatory moves are bursting bubbles
Local market had another choppy positive day on the back of the miners updates. We are on the seventh week without a double-digit turnover day. Markets are on holding...
Mathan Somasundaram
Deep Data Analytics
July 27, 2021 17:28
Equities
July 26, 2021 17:39
Inflation is transient and asset prices are normal in wonderland
Local market started positive on a choppy low turnover day before sliding back to flat at the close. We have started seventh week without a double-digit turnover day....
Mathan Somasundaram
Deep Data Analytics
July 26, 2021 17:39
Equities
July 23, 2021 18:47
Central Banks are repeating the same mistakes and expecting a different outcome
Local market was choppy all day and finished a slight positive day like US market. We have gone through a whole month without a double-digit turnover day and today was...
Mathan Somasundaram
Deep Data Analytics
July 23, 2021 18:47
Equities
July 22, 2021 18:29
The Age of the Central Banks
The local market started positive on global buying and then faded before another global buying pump finished a positive day. We have gone through a whole month without...
Mathan Somasundaram
Deep Data Analytics
July 22, 2021 18:29
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