Today: September 21, 2024
Today: September 21, 2024

Latest From Jamie McGeever

Economy

Column-Japan's FX intervention bark will lack bite: McGeever

The yen's slide below 150 per dollar has fired up warnings from Japanese officials that the pace of depreciation is "excessive" and "undesirable," but a

Column-Japan's FX intervention bark will lack bite: McGeever
Economy

Column-The dollar's 'smile' looks painted on: McGeever

Only a return of more aggressive Fed easing speculation or a switch out of relatively expensive U.S. stocks seems likely to wipe the dollar's smile off

Column-The dollar's 'smile' looks painted on: McGeever
Economy

Column-U.S.-China world equity share a yawning chasm: McGeever

The United States and China may be close rivals as global economic heavyweights, but they are nowhere close in the world of equity market values.

Column-U.S.-China world equity share a yawning chasm: McGeever
Economy

Column-Is China now an 'alternative' investment? McGeever

An engine of world growth for 20 years, the largest consumer of commodities and world's number two economy has somehow slipped into "alternative

Column-Is China now an 'alternative' investment? McGeever
Economy

Marketmind: Stocks eye best weekly run since June

A look at the day ahead in Asian markets.

Marketmind: Stocks eye best weekly run since June
Economy

Column-Get used to bloated Fed balance sheet - it's here to stay: McGeever

The Federal Reserve may have lopped more than $1 trillion off its balance sheet but it's difficult to envisage a scenario where its bond holdings return

Column-Get used to bloated Fed balance sheet - it's here to stay: McGeever
Economy

Marketmind: RBA eyed as US bond yield surge casts shadow

A look at the day ahead in Asian markets.

Marketmind: RBA eyed as US bond yield surge casts shadow
Economy

Column-Bracing for the commercial real estate 'reckoning': McGeever

The first proper U.S. financial market tremors of 2024 have been felt and unsurprisingly, perhaps, commercial real estate is at the heart of the

Column-Bracing for the commercial real estate 'reckoning': McGeever
Economy

Column-Derisked? China's U.S. bond footprint fades: McGeever

A gradual financial disentangling of China and the United States after decades of symbiosis may reduce fears of 'mutually assured financial destruction'

Column-Derisked? China's U.S. bond footprint fades: McGeever
Economy

Column-Foreign central banks think twice on U.S. Treasuries: McGeever

If foreign investors en masse are gorging on U.S. Treasuries, central banks may be beginning to lose their appetite.

Column-Foreign central banks think twice on U.S. Treasuries: McGeever
Economy

Column-China flirts with Mao era growth: McGeever

The latest readouts on economic and population trends in China are remarkable, highlighting the immense long-term challenges ahead and dragging the

Column-China flirts with Mao era growth: McGeever
Economy

Marketmind: Bulls bank on Japan inflation cooling further

A look at the day ahead in Asian markets.

Marketmind: Bulls bank on Japan inflation cooling further
Economy

Marketmind- Nominal China GDP? Not pretty

A look at the day ahead in Asian markets.

Marketmind- Nominal China GDP? Not pretty
Economy

Column-Focus sharpens on Fed's disappearing reverse repo: McGeever

As the amount of cash parked at the Federal Reserve's overnight reverse repo facility (ON RRP) hurtles towards zero, the Fed's visibility on the minimum

Column-Focus sharpens on Fed's disappearing reverse repo: McGeever
Economy

Marketmind- Countdown to China GDP

A look at the day ahead in Asian markets.

Economy

Marketmind: Japan's equity juggernaut rolls on

A look at the day ahead in Asian markets. Another day, another leap to a fresh 34-year peak. Is there anything that will stop the Japanese equity juggernaut?

Marketmind: Japan's equity juggernaut rolls on
Economy

Marketmind: China GDP, Japan CPI the guiding lights

A look at the day ahead in Asian markets.

Marketmind: China GDP, Japan CPI the guiding lights
Economy

Marketmind- Nikkei elation, Chinese deflation

A look at the day ahead in Asian markets.

Marketmind- Nikkei elation, Chinese deflation
Economy

Column-US 'landing' key to stretched equity/bond correlation: McGeever

The positive correlation between U.S. stocks and bonds is the strongest in years, if not decades, and whether it lasts hinges on just how the economy

Column-US 'landing' key to stretched equity/bond correlation: McGeever
Economy

Marketmind- Nikkei rally is no flash in Japan

A look at the day ahead in Asian markets.

Marketmind- Nikkei rally is no flash in Japan
Economy

Marketmind- Aussie, Chinese data eyed as investors seek tech tonic

A look at the day ahead in Asian markets.

Marketmind- Aussie, Chinese data eyed as investors seek tech tonic
Economy

Marketmind: Eyes on Japan CPI, U.S. soft landing hopes grow

A look at the day ahead in Asian markets.

Marketmind: Eyes on Japan CPI, U.S. soft landing hopes grow
Economy

Marketmind: Global rally shudders to halt

A look at the day ahead in Asian markets.

Marketmind: Global rally shudders to halt
Economy

Marketmind: China to put dampener on market party

A look at the day ahead in Asian markets.

Marketmind: China to put dampener on market party
Economy

Marketmind: Bank of Japan countdown almost over

A look at the day ahead in Asian markets.

Marketmind: Bank of Japan countdown almost over

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