top of page
  • Writer's pictureEdward Ballsdon

South Korea and Australia

(Published 7 Sep 2023)



RESEARCH CONTENT:


  • A scan of South Korean and Australian markets show that price sentiment is weakening for their equity indices and currencies.

  • This is not surprising given the impact that higher interest rates will have on their over leveraged private sectors.

  • There are some very key price support levels, multi-year in one case, to monitor that if broken could lead to new trends.

Recent Posts

See All

Curve trades?

This note discusses why curve trades have been avoided until now, and how market momentum and economic data have recently changed opening up opportunities for new curve trades. There is also an analys

UK "Poisoned Chalice"

Following last week’s piece showing how global macro trends are leading to big political changes (Boiling Frog), this note looks at the UK macro environment. The newly elected Labour Party, which achi

The Boiling Frog

An overview of the key long term themes that are driving macro views. Highlights of the global private and public leverage trends of the last 40 years and the important changes that have occurred in t

Comentários


bottom of page