Founder, Market Thinker

Mark Tinker

Founder

Market Thinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Making Sense of the Narrative

Macroeconomics

<ul><li>This week’s ‘CPI Print’ has caused something of a panic in the bond markets and has left the ‘Pivot’ Pundits struggling versus the ‘No Cuts’ crowd, some of whom are now doubling down and even talking about rate rises.</li><li>Traders in other markets are looking across with some degree of concern, long wary of the ability of the bond markets to trigger problems elsewhere.</li><li>So too are the politicians, keen for their particular narrative on the economy to win them votes, but concerned that they need the markets (and by extension the Fed) to support their cause.</li></ul>

This week’s ‘CPI Print’ has caused something of a panic in the bond markets and has left the ‘Pivot’ Pundits struggling versus the ‘No Cuts’ crowd, some of whom are now doubling down and even talking about rate rises.Traders in other markets are looking across with some degree of concern, long wary of the ability of the bond markets to trigger problems elsewhere.So too are the politicians, keen for their particular narrative on the economy to win them votes, but concerned that they need the markets (and by extension the Fed) to support their cause.

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>The Abrdn Commodity Index is putting in a textbook head and shoulders consolidation pattern.</li><li>These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical perspective here…</li><li>The ETF is tracking the Bloomberg Commodity Index Total Return (BCOM).</li></ul>

The Abrdn Commodity Index is putting in a textbook head and shoulders consolidation pattern.These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical perspective here…The ETF is tracking the Bloomberg Commodity Index Total Return (BCOM).

<ul><li>US-Dollar Reversal Incoming? The signs become more that the USD is topping out. This is the result of our latest currency-assessment.</li><li>Particular interesting could be setups in AUDUSD as well as CADUSD - two currency pairs that have been hit the hardest by the strong USD-cycle over the last months.</li><li>Both pairs trade at multi-year support and are heavily oversold across all metrics.</li></ul>

US-Dollar Reversal Incoming? The signs become more that the USD is topping out. This is the result of our latest currency-assessment.Particular interesting could be setups in AUDUSD as well as CADUSD - two currency pairs that have been hit the hardest by the strong USD-cycle over the last months.Both pairs trade at multi-year support and are heavily oversold across all metrics.

<ul><li>It has been two weeks since my last newsletter but this week I’m back with an interesting story.</li><li>Last week the USDA confirmed the first US screwworm detection since 1966.</li><li>So far it is a volatility event, not a herd event. The dominant price driver is unchanged: the smallest US cattle herd in 75 years plus a closed Mexican border.</li></ul>

It has been two weeks since my last newsletter but this week I’m back with an interesting story.Last week the USDA confirmed the first US screwworm detection since 1966.So far it is a volatility event, not a herd event. The dominant price driver is unchanged: the smallest US cattle herd in 75 years plus a closed Mexican border.

First Screwworm Case Detected in the US - What It Means For Cattle Prices

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: AI Distillation in China Leaves U.S. Tech Giants at Odds</li><li><p>The U.S. government has leveled sweeping new accusations against China’s leading AI developers, claiming that they are conducting systematic extraction of proprietary functionalities and capabilities of American-developed models through industrial-scale knowledge distillation campaigns.</p></li><li>China’s Online Lenders See Profits Plunge as New Rules Bite</li></ul>

In Depth: AI Distillation in China Leaves U.S. Tech Giants at OddsThe U.S. government has leveled sweeping new accusations against China’s leading AI developers, claiming that they are conducting systematic extraction of proprietary functionalities and capabilities of American-developed models through industrial-scale knowledge distillation campaigns.China’s Online Lenders See Profits Plunge as New Rules Bite

CX Daily: AI Distillation in China Leaves U.S. Tech Giants at Odds 

United States

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

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Gold (GOLD COMDTY)

Gold and Goldilocks

This week’s ‘CPI Print’ has caused something of a panic in the bond markets and has left the ‘Pivot’ Pundits struggling versus the ‘No Cuts’ crowd,...

Mark Tinker

Something Is Brewing…

These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical...

The Commodity Report

US-Dollar Reversal Incoming?

Particular interesting could be setups in AUDUSD as well as CADUSD - two currency pairs that have been hit the hardest by the strong USD-cycle over...

The Commodity Report

First Screwworm Case Detected in the US - What It Means For Cattle Prices

It has been two weeks since my last newsletter but this week I’m back with an interesting story. Last week the USDA confirmed the first US...

The Commodity Report

CX Daily: AI Distillation in China Leaves U.S. Tech Giants at Odds

In Depth: AI Distillation in China Leaves U.S. Tech Giants at Odds. The U.S. government has leveled sweeping new accusations against China’s...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)