Asian Market Sense
Andrew SullivanA sales traders view on Asian markets and the impact of Macro events.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1173 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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asianmarketsense.substack.comLatest Issues
Asian Marco Initial Thoughts: Caution ahead of weekend and US jobs, Japan household spending due; expect Tech to see a rebound.
Overview
Investors remain cautious about the US/Iran ceasefire with stocks under pressure. Attacks escalated between the US and Iran. Iran struck Kuwait International Airport on Wednesday, after US Central Command Tuesday said it had defe...
Asian Marco Initial Thoughts: Yen tests 160to USD again. Trump faces a war powers act decision. Markets worry about cease fire and more tariffs
Overview
Today is the Tiananmen Square crackdown anniversary; when Chinese forces’ crackdown on students and other protesters in Beijing on June 4, 1989. It will pass without commemoration in the Beijing, apart from heavy surveillance of...
Asian Marco Initial Thoughts: Tech leads markets higher despites rising oil, as Trump says he doesn't care about peace talks but they are going well.. makes no sense; last year he wanted a peace prize
Overview
Tech in focus as Computex continues; watch for more sound bites on AI. This year’s Computex Taipei trade show has achieved record highs in scale and international participation, one of the event’s organizers, Taiwan External Trad...
Asian Marco Initial Thoughts: PMI data in focus as US/Iran solution remains illusive.
Overview
Markets closed today Indonesia (Pancasila Day), Malaysia (The Yang di-Pertuan Agong’s (King) Birthday), N Zealand (King’s Birthday), Singapore (VesakDay) and Thailand (Visakha Bucha Day).
First day of trading fo the new month wi...
Asian Market Sense; Data impacting Asia this week June 1 - 5. PMI's, Trade Data, Inflation, US jobs and more.
Overview
A new month and the US / Iran war now entering its fourth month and with no clear ending in sight while the ceasefire does seem to be holding.
This week the main focus is likely to be the US payrolls data due out on Friday, with...
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The writers behind this newsletter.
Having been in Hong Kong for over 20 years as an Asian sales trader after starting in the region as a property analyst, Andrew has some interesting insights. Happy also to take questions
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