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Market News

Breaking market news, daily insights and analysis from our in-house experts.



Asia Morning

ASIA MORNING: Risk Steps Higher But Not For T...

  • Story of US exceptionalism helps keep risk appetite healthy.
  • Tesla pukes into $740 at time of writing, ASX points higher at open.
  • AUS/NZ yield spread displays good ...

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Bethel Loh 05/02/2020

Europe Morning

EU MORNING: Pause

  • Risk appetite takes pause after huge overnight rally.
  • Asia high beta to the downside as CBs respond to nCoV concerns.
  • The Lowe down on the RBA's "Year...

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Bethel Loh 05/02/2020

Asia Morning

ASIA MORNING: Markets Gaze Beyond nCoV

  • nCoV fears dissipate as markets (and Tesla) surge to all-time highs.
  • Classic risk-on moves across the board noted in FX.
  • Antipodean risks up ahead with NZ employmen...

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Bethel Loh 04/02/2020

Europe Morning

EU MORNING: China Cash Saves The Day

  • China follows Fed footsteps with PBOC to the rescue.
  • Asia recovers across the board from disastrous Monday.
  • Europe set for gains but Sterling rattled.

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Bethel Loh 04/02/2020

US 2020 Election

US 2020 ELECTION: Iowa Caucus Pivotal In Race...

  • Iowa Caucus holds clues for the Democrat nomination.
  • Sanders risk appears underpriced across markets. 
  • Tends to kick-off momentum into Super Tuesday.
Read More

Bethel Loh 03/02/2020

Asia Morning

ASIA MORNING: Flattening

  • Broader markets untouched on China fear overnight.
  • Look to more price action on day 2 of China reopen. 
  • Calendar risk brings RBA reaction.

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Bethel Loh 03/02/2020

Europe Morning

EU MORNING: A Bad Day For Mainland China

  • China reopens to some horrific scenes.
  • European equities set for relatively unscathed open.
  • UK Johnson and EU Barnier kick off transition proceedings.
  • <...

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Bethel Loh 03/02/2020

Week Ahead

WEEK AHEAD: Potential Distractors Amid Mainla...

  • Democrat Primaries kick-off with Iowa Caucus. 
  • A busy week for Antipodeans with RBA meeting and key NZ labour.
  • Can US growth supply some optimism amid virus cr...

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Bethel Loh 02/02/2020

Three Talking Points

THREE MONDAY TALKING POINTS: Loaded

  • China reopens, how bad does it get? 
  • Heavy calendar ahead for US growth.
  • Iowa Caucus not to be missed.  

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Bethel Loh 02/02/2020

Europe Morning

EU MORNING: Respite

  • EU membership ends today for the UK
  • Coronavirus kicks on for now but equities hold up on Amazon. 
  • Selective moves across FX, Aon to report

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Bethel Loh 31/01/2020

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