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...
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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...
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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...
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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 meetings with - Hong...
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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 the relentless beat...
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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 the curve with its...
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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 less dramatic given that...
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The mistakes market strategists are making – What is the magic pudding? | Economic Update
The common theme of market strategists over the past 6 months – basically since the Credit Suisse and Silicon Valley...
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Inflation will be higher for longer than the market expects | Economic Update
Another rough week for the now very stale bond bulls that show a startling level of misunderstanding of inflation. The...
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Interest rates – higher for longer
Bond yields rose last week as the market absorbed the Central Banks determination to keep short term rates higher for...
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