Today: July 06, 2024
Today: July 06, 2024

Latest From Jamie McGeever

Business|Economy

RBA up next, Hang Seng eyes 11th rise

A look at the day ahead in Asian markets.

RBA up next, Hang Seng eyes 11th rise
Business|Economy

Green light from financial conditions, FX calm

A look at the day ahead in Asian markets.

Green light from financial conditions, FX calm
Business|Economy

Powell sparks stock volatility, yen soars

A look at the day ahead in Asian markets. Asia gets back up toward full speed on Thursday after many markets were closed for the May Day holiday, with the U.S.

Powell sparks stock volatility, yen soars
Economy

Morning Bid: Investors take breather, FX plots thicken

A look at the day ahead in Asian markets.

Morning Bid: Investors take breather, FX plots thicken
Economy

Column-Asia braces for unwanted, but unavoidable FX battle: McGeever

Asian countries probably don't want it and they certainly didn't cause it, but a 'beggar thy neighbor' wave of exchange rate depreciation may be about to

Column-Asia braces for unwanted, but unavoidable FX battle: McGeever
Economy

Morning Bid: China GDP eyed as investor sentiment crumbles

A look at the day ahead in Asian markets.

Morning Bid: China GDP eyed as investor sentiment crumbles
Economy

Column-Funds make biggest bet against yen since 2007: McGeever

Hedge funds have built up their biggest bet against the yen in 17 years, raising the prospect that when Japan's embattled currency does rebound from its

Column-Funds make biggest bet against yen since 2007: McGeever
Economy

De-risking, seeking safety as Middle East tensions rise

A look at the day ahead in Asian markets.

De-risking, seeking safety as Middle East tensions rise
Economy

Morning Bid: Widening FX worry, South Korea sets rates

A look at the day ahead in Asian markets.

Morning Bid: Widening FX worry, South Korea sets rates
Economy

Column-Fundamentals vie with 'FOMO' as US tech boom driver: McGeever

Fundamentals or "FOMO?"

Column-Fundamentals vie with 'FOMO' as US tech boom driver: McGeever
Economy

Column-Funds maintain large short yen position ahead of BOJ decision: McGeever

Hedge funds have cut back their huge bet against the yen ahead of the Bank of Japan's policy decision on Tuesday, but not by much, suggesting they don't

Column-Funds maintain large short yen position ahead of BOJ decision: McGeever
Economy

Morning bid: Markets under pressure, China house prices eyed

A look at the day ahead in Asian markets.

Morning bid: Markets under pressure, China house prices eyed
Economy

Morning Bid: Tech resilience vs sticky bond yields

A look at the day ahead in Asian markets.

Morning Bid: Tech resilience vs sticky bond yields
Economy

Column-'Stronger for longer' GDP could allay US fiscal fears: McGeever

Much of the debate around U.S. public finances centers on the assumption that structurally higher interest rates will push debt servicing costs to

Column-'Stronger for longer' GDP could allay US fiscal fears: McGeever
Economy

Column-Funds' short yen bets to test Japan's intervention resolve: McGeever

Hedge funds are wagering one of their biggest bets against the Japanese yen in years, pushing Japanese authorities' tolerance of the currency's slide

Column-Funds' short yen bets to test Japan's intervention resolve: McGeever
Economy

Column-Japan's FX intervention bark will lack bite: McGeever

The yen's slide below 150 per dollar has fired up warnings from Japanese officials that the pace of depreciation is "excessive" and "undesirable," but a

Column-Japan's FX intervention bark will lack bite: McGeever
Economy

Column-The dollar's 'smile' looks painted on: McGeever

Only a return of more aggressive Fed easing speculation or a switch out of relatively expensive U.S. stocks seems likely to wipe the dollar's smile off

Column-The dollar's 'smile' looks painted on: McGeever
Economy

Column-U.S.-China world equity share a yawning chasm: McGeever

The United States and China may be close rivals as global economic heavyweights, but they are nowhere close in the world of equity market values.

Column-U.S.-China world equity share a yawning chasm: McGeever
Economy

Column-Is China now an 'alternative' investment? McGeever

An engine of world growth for 20 years, the largest consumer of commodities and world's number two economy has somehow slipped into "alternative

Column-Is China now an 'alternative' investment? McGeever
Economy

Marketmind: Stocks eye best weekly run since June

A look at the day ahead in Asian markets.

Marketmind: Stocks eye best weekly run since June
Economy

Column-Get used to bloated Fed balance sheet - it's here to stay: McGeever

The Federal Reserve may have lopped more than $1 trillion off its balance sheet but it's difficult to envisage a scenario where its bond holdings return

Column-Get used to bloated Fed balance sheet - it's here to stay: McGeever
Economy

Marketmind: RBA eyed as US bond yield surge casts shadow

A look at the day ahead in Asian markets.

Marketmind: RBA eyed as US bond yield surge casts shadow
Economy

Column-Bracing for the commercial real estate 'reckoning': McGeever

The first proper U.S. financial market tremors of 2024 have been felt and unsurprisingly, perhaps, commercial real estate is at the heart of the

Column-Bracing for the commercial real estate 'reckoning': McGeever
Economy

Column-Derisked? China's U.S. bond footprint fades: McGeever

A gradual financial disentangling of China and the United States after decades of symbiosis may reduce fears of 'mutually assured financial destruction'

Column-Derisked? China's U.S. bond footprint fades: McGeever
Economy

Column-Foreign central banks think twice on U.S. Treasuries: McGeever

If foreign investors en masse are gorging on U.S. Treasuries, central banks may be beginning to lose their appetite.

Column-Foreign central banks think twice on U.S. Treasuries: McGeever

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