The oil price surge risk as a soft landing still remains likely | Economic Update
As we expected the US inflation data surprised to the upside with confirmation that services prices remain sticky and...
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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 the US non-farm...
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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 ignored by the bond...
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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 “Goldilocks” is real...
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Talks of a recession completely fade away | Economic update
As foreshadowed last week the US ISM services index results supported a forecast of increased economic activity over the...
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The false narrative from Wall Street’s greed | Economic update
The Federal Reserve last week, again, left rates on hold at its January meeting with Powell ruling out a March cut but...
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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 double returns...
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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 2024. This reflects a...
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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 are forgiven...
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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 report. In aggregate the...
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