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Global markets US stocks edged up further last week and bond yields were steady as a key inflation report matched expectations and Fed chair Powell continued to sound relaxed and comfortable. While...
Risk markets continue to float higher as the latest ISM manufacturing print in the US came in stronger than expected, boosting the USD and bond yields across the curve. European stocks continued their...
DXY is up and away with oil:AUD is down, down:Despite the bear’s party:No help from North Asia:Oil is threatening the entire rally. Gold is mad:Metals meh:Miners dead cat bounced:EM looks...
One of the most interesting conundrums is the surging wealth gap in America. Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are...
The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. The downside outlier: bonds in emerging markets. Otherwise, last month delivered a clean sweep of...
A busy week lies ahead, with tons of data and much Fed speak. This will make for plenty of headlines and possibly a volatile week as the focus shifts back to the economy.Powell will continue his West...
Asian share markets are still in mixed conditions without any large economic catalysts and some lower volumes going into the Easter break. Last night’s solid lead from Wall Street has helped...
Well, we knew it was coming.As home loan rate watchers rejoice in increasing speculation the Reserve Bank of Australia (RBA) will cut the cash rate as early as the second half of 2024, its likely many...
Overnight finally saw a strong session for Wall Street following recent solid domestic data as dovish comments from the ECB helped increase risk sentiment even though the USD was basically unchanged...
At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following:The Fed is reducing its...
When you hear something like “annual inflation is 5.5%”, that might sound bad, but it can be difficult to wrap your head around exactly what that looks like in terms of monthly expenses....
Overnight saw another weak session for Wall Street despite some solid domestic data as consumer confidence fell back slightly but still higher than expectations with European stocks leading the way...
DXY was stable:AUD fell:North Asia is hanging on:Oil and gold eased:Metals meh:Big miner’s headed for big retest:EM yawn:The junk bull gallops on:Yields eased:Stocks too:Credit Agricole...
As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower...
This long weekend looks set to be chocolate eggs and hot cross buns galore, as more Aussies gear up to purchase Easter treats. Key points The price of Easter treats continue to be buoyed despite food...