Are we in the eye of the inflation storm? | Economic update
During November the market consensus shifted towards the FOMC and ECB remaining on hold throughout 2...
The Bank of Japan doesn’t remember how inflation works | Economic update
Last week was a big one for the history of Japanese monetary policy. If you did not notice this, you...
Why the CPI report reaction surprised so much | Economic update
We were surprised last week by the reaction to the slightly better than expected US CPI monthly repo...
Pivotal week for global markets as the ticking time bomb awaits | Economic update
The week ahead may prove pivotal for the global bond markets. The US has roughly $33 trillion in Fed...
Markets get caught by a triple surprise | Economic Update
The markets were caught by a triple surprise last week. Firstly, the Treasury opted to issue less 10...
TWE Retail Entitlement Offer – What are your options?
If you’re a Treasury Wines shareholder you may be wondering about the recent entitlement offer and...
Insights from an Investment Managers trip to Hong Kong
Last week we travelled to Hong Kong to attend a global investment conference and conducted several m...
Bond market wakes up from its hypnosis | Economic update
In Australia the release of the monthly CPI data upset the bond market that had been hypnotised by t...
RBA’s interest rate dilemma and the importance of timing | Economic Update
The markets, at both a bond and currency level, are now forecasting that the RBA has fallen behind t...
Why the ‘bondcano’ wasn’t a huge surprise | Economic Update
Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little...