Market Overview

DXY eased:AUD popped:No help from North Asia:Oil bull:Dirt bull:Mining bust:EM false break out:Junk is warning:Yields eased:Stocks puked:Weirdly, it is a battle between dovish Fed speakers pushing...

What a difference a quarter makes. Coming into 2024, strategists were generally downbeat about what the year’s equity returns may be. Tempering expectations made sense considering the S&P...

Stocks finished the day flat after a hot ADP report sent rates higher, and a cool ISM report sent rates back to flat. That left stocks moving sideways after a brief move higher in the midday and a...

Asian share markets are bouncing back despite closed Chinese markets and relatively low rebound overnight on Wall Street. The shakeout from Fed Chair Powell’s speech and the falling of USD is...

Risk markets pivoted overnight on both the latest ISM services print and Fed Chair Powell’s speech, where he posited that rate cuts are on the way, but perhaps not too soon. The ISM was weaker...

Forecasts that the Federal Reserve will start cutting interest rates in June took another hit after Monday’s relatively firm manufacturing survey data for March.Markets are still pricing in...

Asian share markets are selling off across the board as risk sentiment inverts despite the strong economic data out of the US overnight. Tonight’s ISM services print might extend the concerns...

Stocks traded lower on Tuesday, with the S&P 500 falling by around 70 bps. The move follows a pretty decent-sized move with higher rates across the curve over the last two days.Today, we will get...

Despite strong economic data in both the US and Europe, expectations of delayed rate cuts caused risk markets to pullback from their recent floating on high with the USD falling for the first time in...

During running bull markets, much commentary is written on why this time is different and why investors should not worry about market corrections. One such piece was written recently by Fisher...

Asian share markets are still in mixed conditions despite some strong economic catalysts after the Easter break with a somewhat weak lead from Wall Street not helping local stocks as much as thought....

Punters may be relieved to learn the central bank didn’t appear to consider hiking the cash rate last month, despite RBA Governor Michele Bullock proclaiming “the war [on inflation]...

The CoreLogic Home Value Index (HVI) grew in March for the 14th straight month, with the national median property price now at $772,730. Key points The CoreLogic Home Value Index rose another 0.6%...

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...