Today was all about the weak economic data released in china and the fear that this slowdown is spreading. The concern that the weak contagion affects not just the region, but commodity prices, producers and sentiment everywhere. Core stock markets are been underperforming all year and anyone who has been following performance can testify to […]

A solid day for the Asian region with gains of 1.25% for core Shanghai and the Hang Seng and was closely mirrored by the Nikkei (+1%). Continued optimism surrounding the China-US trade negotiations is restoring confidence, as the constructive headlines begin to appear. We have seen both parties conceding consolatory ground as evidenced by strong […]

QUESTION: Mr. Armstrong; Do you agree with Bloomberg that the yield on German bunds has declined in anticipation of the Fed lowering rates? JV ANSWER: No  The falling yields on German government debt is simply intensifying the trade to buy German and short everything in the South in anticipation of a failed Euro. Also, there has […]

The, eventually, positive tone from the US markets were helpful for the Asian opening. However, talk that China and the USA are progressing on the trade talks was really what gave the whole region confidence. All core opened well with little sign of looking back. It was only the Shanghai index that lost momentum towards […]

QUESTION: Mr. Armstrong; your explanation of Cohen’s plea is the most authoritative I have read. In other words, even Comey violated this statute by coming out to exonerate Hillary during the election since that was something of value and was intended to influence the election. Didn’t Obama try to influence the elections in France, Britain, […]

Following Wall Streets whippy session and especially their strong afternoon rally, many expected Asia to open firm. However, that was not what we saw and probably supports the view that capital is US bound. Australia did open higher but was almost back to unchanged by late morning trading. Core Asian indices are all suffering this […]

More disappointment today for Asian stocks following the release of yet another weak economic data point. This morning markets responded to the poor trade data for November release as a 5.4% release was way below the double digits expected. Australia ASX had the first opportunity to respond and although held openings levels for a while, […]

You could probably hear the sighs of relief from Asia, after the US markets bounced from their lows Thursday morning. That certainly helped the region to open positively and manage an almost unchanged day, which was probably not a bad result after the week we have just had! The Nikkei and the SENSEX were the […]

The reason given by many, for todays weakness was the arrest of Huawei CFO (Meng Wanzhou) and that rocked confidence. Technology shares were hit which led to core indices declining across the region. The Hang Seng performed the worst declining 2.47% and that was closely matched by the Shanghai’s -1.7% fall. The CNY reversed much […]

Having seen a worrisome 800 point decline in the DOW, Asia opened on an equally cautious note. All core indices opened at least 1% lower with only Shanghai and the Australian All Ord’s showing any kind of a recovery (despite some poor data). Many are concerned over the inversion of parts of the Treasury curve […]