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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 Federal debt, at an...
Read More
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 and 30-year bonds...
Read More
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 what it means for you...
Read More