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Asian Markets Archives | Page 3 of 23 | Elliott Wave Analytics

  • US Stocks Turning Chinese?
    By on April 28, 2015 | No Comments  Comments
    Much has been made of the leveraged speculative frenzy by undereducated Chinese day traders halfway around the world but, based on this update on NYSE margin debt from Doug Short late last week, U.S. lenders (and markets) are quickly catching up. Of course, this comes at a time when money continues...
  • China Stock Mania’s Global Risk
    By on April 26, 2015 | No Comments  Comments
    The Chinese stock markets have been rocketing higher in a popular speculative mania.  New Chinese investors are flocking to their local red-hot markets, borrowing heavily to buy hyper-speculative stocks.  Like all past manias, this one is guaranteed to end badly.  And when China’s parabolic sto...
  • 11 Signs That We Are Entering The Next Phase Of The G...
    By on April 26, 2015 | No Comments  Comments
    Well, the Nasdaq finally did it.  It has climbed all the way back to where it was at the peak of the dotcom bubble.  Back in March 2000, the Nasdaq set an all-time record high of 5,048.62.  On Thursday, after all these years, that all-time record was finally eclipsed.  The Nasdaq closed at 5056....
  • 3 Things: Kass, Rosie and Short
    By on April 25, 2015 | No Comments  Comments
    “3 Things” is a weekly publication of ideas, usually contrarian, to provoke thoughtful discussions and decision-making processes. As a portfolio strategist, I am sharing things that I am considering with respect to current investment models and portfolio allocations. Please feel free to...
  • Central Banks: Another Stunning Long-Term Chart
    By on April 24, 2015 | No Comments  Comments
    From a recent presentation(.pdf) by Agustín Carstens, Bank of Mexico governor and chairman of the IMF’s International Monetary and Financial Committee, via this item at Wolf Street comes the chart below that, once again, reminds us all how far removed the global financial system is from anything...
  • Four Totally Bad Bear Recoveries: Where Are We Now?
    By on April 21, 2015 | No Comments  Comments
    At the request of The Advisory Group in San Francisco, here’s updated comparison of four major cyclical bear markets. The numbers are through the April 17 close. This chart series features an overlay of the Four Bad Bears in U.S. history since the market peak in 1929. They are: The Crash of ...
  • China, Japan, and the US Treasury Bond Market
    By on April 21, 2015 | No Comments  Comments
    The US Treasury reported last week that in February Japan moved ahead of China and resumed its position as the largest foreign creditor of the US government, a position last held by Japan in 2008. In February Japan owned $1.2244 trillion of US debt, slightly above China’s $1.2237 position, accordi...
  • China: Easing To Combat Darkest Period of 2015
    By on April 20, 2015 | No Comments  Comments
    China is now firmly in stimulus mode when PBOC announced on Sunday to cut the reserve-requirement ratio by 1% to 18.5% effective April 20.  This is the second reduction this year and the largest since November 2008 during the global financial crisis. The reserve-requirement ratio represents the min...
  • The Global Liquidity Squeeze Has Begun
    By on April 19, 2015 | No Comments  Comments
    Get ready for another major worldwide credit crunch.  Today, the entire global financial system resembles a colossal spiral of debt.  Just about all economic activity involves the flow of credit in some way, and so the only way to have “economic growth” is to introduce even more debt into the ...
  • China Finally Stops Fighting The Stock Market!
    By on April 17, 2015 | No Comments  Comments
    Although China’s economy has been leading the world in annualized growth since the days that mobile phones had retractable antennas, there have always been some aspects of the country’s commercial and financial system that loudly broadcast the underlying illogic of a Communist Party’s firm con...
  • Spotlight China: Margin Debt, Trading Accounts, Const...
    By on April 15, 2015 | No Comments  Comments
    In response to my April 1, post China Margin Debt Soars to Record 1 Trillion Yuan; Another Central Bank Sponsored Bubble I received an email from reader Nicolas. He writes … Hello Mish Happy Monday. I find your output excellent an I hope that you are flattered that you are followed by private...
  • Australia and the J-Curve
    By on April 15, 2015 | No Comments  Comments
    Australia is another country that has experienced a substantial depreciation of its currency in recent months. The Australian dollar (AUD) has declined more than 22% versus the US dollar over the past 12 months, with a steady decline since September 2014. Barclay’s Bank estimates the “real excha...
  • Welcome To The Currency War: China Edition
    By on April 14, 2015 | No Comments  Comments
    Here’s one for the “seriously, you’re surprised?” file: China pegs its currency, the yuan, to the dollar, the dollar soars, taking the yuan with it…and fewer foreigners buy suddenly-much-more-expensive Chinese products. Duh. China’s Export Engine Loses Steam, Adding to Growth Pressure C...
  • Will The Asian Infrastructure Investment Bank Matter ...
    By on April 12, 2015 | No Comments  Comments
    When Isaac, an editor at Foreign Policy, sent me an email two weeks ago asking if I could write a piece on the new Asian Infrastructure Investment Bank (AIIB), I quickly wrote back promising 1,200 words within a few days. I thought it would be pretty easy to come up with the points I wanted to ma...
  • China Stocks: What Could Go Wrong?
    By on April 6, 2015 | No Comments  Comments
    Bloomberg reports that China equity markets have become even bubblier after a wave of new irrationally exuberant “investors” that harken back to the U.S. in the 1920s when Joseph Kennedy purportedly began selling stocks after receiving a hot tip from a shoe-shine boy. On a positive note, they n...
  • Abenomics and the J-Curve
    By on March 23, 2015 | No Comments  Comments
    The global economy has been experiencing very substantial moves in exchange rates. The likely effects of these changes in the relative value of national currencies on the respective economies are an important consideration for investment strategies. In this and several forthcoming commentaries we wi...

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