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 | 1260 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | |||||
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asianmarketsense.substack.comLatest Issues
Asian Market Sense - will be on holiday this week and will be back Monday 12 October....
Asia Market Sense is a reader-supported publication. Please if you enjoyed this post, found it useful then sign up as a paid subscriber; it’s just US$90 per annum. Or make a donation to support my work and please recommend it to friends. Th...
Asian Market Sense: Lots of Manufacturing PMI data, Aussie & Indonesia Trade Data, Japan’s Tankan survey. HK closed, China closed until 7 October.
Overview
Today is the first day of Q4 and investor will be positioning for the year end and 2027.
The odds of a Fed rate hike eased on Wednesday. The CME Group’s FedWatch tool shows traders are pricing in a 35% chance of a quarter-point...
Asian Market Sense - Huge data day, S Korean pre-market data weak, Aussie inflation, Japanese data and Chinese PMI’s in focus but also a lot more and US PCE data tonight. Last trading day of Q3.
Overview
Tuesday saw a broad market sell-off triggered by continued rising global bond yields and inflation fears. Today is the last trading day of Q3. Markets currently see a 70% probability of a Fed rate hike in October and a 95% chance...
Asian Market Sense: RBA rate decision in focus. S Korean business confidence dropped. More China data ahead. Tonight US JOLT’s and Consumer Confidence data. 5 weeks to Midterms.
Overview
US Treasury yields edged higher on Monday as pressure on global government bonds resumed, amid higher oil prices and inflation fears. That is likely to continue to overhang the markets today. Key being the Trump is unprepared to...
Asian Market Sense - Looking into Q4; Inflation, Wars and US Mid term elections
Overview
US / Iran standoff remains in focus, although President Trump is blaming Ukraine’s attacks on Russian refining being the reason for diesel shortages. I doubt people will be convinced by that statement. But it is clear that inflat...
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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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