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Asian Market Sense

Andrew Sullivan

A sales traders view on Asian markets and the impact of Macro events.

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Substack
PricingOnly free issuesPublishesDaily
Issues1254Founded4 years agoLast Issue3 days ago
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Latest Issues

Asian Market Sense. S Korea, China, HK & Taiwan closed. Markets cautious ahead of the weekend. Trump & Xi more pomp that substance

Overview
On Thursday Presidents Xi and Trump met; the focus seems to be on AI and the need for safe guards and standards. Interesting that Xi also mentioned Tump should oppose Taiwan independence; indicates to me that Xi thinks he is in a...

3 days ago

Asian Market Sense. Japan closed but re-opens Thursday when S Korea will be closed. Trump’s UN speech full of ‘fake news’ but no-one seems to care. Xi may not bring trade delegation!

Overview
Trump’s speech was ridiculous and to think he has just accused some journalists of ‘fake news’; his speech was so full of ‘fake news’. I doubt that Greenland and Denmark were expecting those comments. There was so much that I fou...

5 days ago
2

Asian Market Sense. Japan still closed, US tech rallies as Meta’s latest agent hits top download. Trump sued over banning news reporters ... he is losing the plot; calling their reporting ‘fake news’

Overview

Oil fell Monday, as traders keep watch for a recovery in shipments from Saudi Arabia even after attacks by Iran-backed Houthis on Saudi Arabia with missiles and drones on Saturday and Trump said he was open to meeting with Iran...

6 days ago
3

Asian Market Sense. Japan closed; data light but US/China summit in focus along with US/Iran war

Overview
Whilst it is a data light week there are plenty of Fed Speakers this week. Holiday shortened trading in Japan, S Korea, Taiwan and China. The main focus likely to be the summit between US and China in Washington. On Sunday US Tre...

7 days ago
2

Asian Market Sense - Data impacting Asia September 21-25. Japan on holiday until Thursday. Presidents Xi and Trump to meet.

Overview
A data light week ahead and with Japan closed until Thursday volume are likely to be light which could result in more volatility. There are also holidays in S Korea, Taiwan and China.

The main focus this week is likely to b...

7 days ago
2

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  • Andrew Sullivan

    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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