07 Mar 2022 - Major indexes around the globe closed mixed as traders reacted to Russia's shelling & takeover of Europe’s largest nuclear power plant in Ukraine. Commodity prices continued to surge to new record highs. Review of ASX insurers amid flooding in Northern NSW and parts of Queensland. What to look out for this week including companies trading ex-dividend, quarterly rebalancing and job figures.
04 Mar 2022 - Wall St closed at session lows amid fears of a commodity shortfall on the expanding sanctions to Russia from the West. US economic data mixed ahead of the jobs report. Oil prices retreat from record highs amid an imminent nuclear deal with Iran. Australia’s trade surplus grows. No economic news.
03 Mar 2022 - Risk back on the table lifts Wall St higher, the 10-year treasury note’s biggest one-day move since 2020. Commodity prices buoy European markets rally. Asian markets retreat, ASX continues higher on 4-day winning streak.
02 Mar 2022 - Investors flee equities to safe havens like bonds and commodities. Oil prices tapped above US$100 amid reports of a 64km long convoy of Russian military vehicles heading towards Kyiv, triggering concerns of a massive strike on the population centre. RBA statement review. ASX wrap up.
01 Mar 2022 - Wall St closed mixed amid Russian banks removed from the SWIFT payments system while the US Federal Reserve banned transactions with Russia's central bank, while the UK planned to freeze assets of Russian banks. Cyberattacks prompt Toyota’s factory closures in Japan. Contagion sell-off on bank’s exposure to Russia.
28 Feb 2022 - Global major indexes rallied from oversold territory on Friday as dip buyers emerged amid Putin painting red on Ukraine. Extended sanctions from the West helped market reprieve with talks over the weekend with the US and Europe set to to cut Russian banks out of the SWIFT payments system. Reporting season to end today.
25 Feb 2022 - Global market sell-off recovered after a 2nd round of sanctions as Russia's invasion on Ukraine deepens. Stocks with Russian exposure crashed while oil prices jumped. Insights around what economic benefit could lie globally, in particular China. Discussion around Russia and the SWIFT system. No local economic news today.
24 Feb 2022 - Global sell-down after ASX, Asian markets rallied triggered after several cyber-attacks and declared a state of emergency happened in Ukraine.
23 Feb 2022 - Global markets closed mixed after Russia recognised two regions in Eastern Ukraine in breach of the Minsk agreement, before ordering troops in. S&P 500 officially in correction territory as geopolitical issues take the wind out of stocks. Renewed Beijing tech crackdown sends Asian stocks lower. AUD on watch as wage growth index figures are due today.
22 Feb 2022 - European markets slumped, Asian markets fell while ASX lifted set-off on hope as Presidents Joe Biden and Vladimir Putin agreed in principal to hold a summit on the basis that “if an invasion hasn’t happened”. Meanwhile the Kremlin said the summit was not a done deal. Wall St was closed for Presidents' Day holiday.
