Blogotariat

DXY has begun its consolidation in earnest. Is it twin peaks as Trump turns soggy on China tariffs? AUD bear hunting season has started. Nice little inverse head and shoulders bottom for traders to buy. CFTC still way short. Bullish! Lead boots up and away! Gold grotesquely overbought but at least it has a falling

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FOR GUS Leonisky, this is a personal issue. When JFK was assassinated, Gus was visiting someone who had been working for the family. The person is long dead, but the tears are still alive. GUS has been waiting 62 years to find out WHO killed JFK…

The inauguration of Donald Trump as the 47th President of the United States is this week’s main news story, not only in America but also in domestic Russian politics. Though all eyes on that day were fixed on Trump, it is telling that he also became the subject of intense discussions in this country, ranging from political circles to ordinary kitchen conversations. This is no anomaly — it is entirely logical.

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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. This was helped by the expected rate rise by the BOJ in its meeting

The post Macro Afternoon appeared first on MacroBusiness.

Just hours into his second presidency, Donald Trump was already bulldozing congressional Republicans.

ANZ with the details. The global gas market showed tentative signs of recovery last year following recent supply side shocks. However, the market remains finely balanced. We see a few key issues dictating the market in 2025. Geopolitical issues are likely to dominate global gas markets this year, particularly Russia’s role as a gas and

The post Insane gas imports launch into global shortage appeared first on MacroBusiness.

Blackrock’s Larry Fink is badly upsetting the Aussie applecart at Davos. Larry Fink, CEO of @BlackRock, says developed nations with “xenophobic” immigration policies are going to have a higher standard of living than ever before. Non-xenophobic countries are going to have social problems with their new 3rd world immigrants. pic.twitter.com/XkDvBgFUsY — National Conservative (@NatCon2022) January

This is a great idea. Coalition MPs are pushing for bolder “Australia-first” populist policies in the wake of Donald Trump’s victory in the US, as an influential conservative think-tank questions the party’s economic vision. What form does it take? The opposition’s first economic policy of the year – a tax deduction for business lunches –

The post Useless Coalition has no idea what Austraia First means appeared first on MacroBusiness.

David Einhorn of Greenlight. We have reached the ‘Fartcoin’ stage of the market cycle. For those unfamiliar, Fartcoin is a cryptocurrency created late last year that appreciated from a nominal value to over a billion dollars. Like other cryptocurrencies, it is tradable 24 hours a day, 7 days a week. Other than trading and speculation,

The post Fartcoin fills the room appeared first on MacroBusiness.

The Market Ear with the latest equity internals.  Stuck SPX has traded inside the same range since September last year. We still lack a new trend, but people still get bearish at range lows, as well as they tend to get bullish at range highs. You are not early chasing this squeeze. Chart shows the

The post Bulls overheat appeared first on MacroBusiness.

Goldman with the note. We invited Mr. Xin Zeng Meng (Senior Researcher at China Index Holdings Limited) to discuss recent observations on the China property market and his views on the policy outlook. YTD market performance and N-T outlook: Mr. Meng remains broadly constructive on a stable market outlook in 1Q25, given YTD market still

The post Chinese property sinks on appeared first on MacroBusiness.

The Aussie flash PMI is pancaked. Flash Australia PMI Composite Output Index(1): 50.3 (Dec:50.2). 5-month high. Flash Australia Services PMI Business Activity Index(2):50.4 (Dec: 50.8). 6-month low. Flash Australia Manufacturing Output Index(3): 50.0 (Dec:45.8). 26-month high. Flash Australia Manufacturing PMI(4): 49.8 (Dec: 47.8). 12-month high. Data were collected 09-22 January 2025. Business activity in Australia’s