US investors at odds over what comes next
Wall St and more importantly the global bond markets place a high degree of degree of confidence in ...
Why the RBA is likely to remain on hold for longer than it should | Economic Update
Last week’s stronger than expected increase in wages growth, in the December quarter, was largely ...
Market’s fantasy gets shattered by inflation yet again | Economic update
Last week began quietly enough so as not to wake market participants from their delirium in which â€...
Talks of a recession completely fade away | Economic update
As foreshadowed last week the US ISM services index results supported a forecast of increased econom...
Market at a pivot point as inflation surge likely to return in March | Economic update
Investing is very difficult around key pivot points. If it were easy everyone would be getting doubl...
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...