Financial News

Investing is very difficult around key pivot points. If it were easy everyone would be getting double returns consistently. After a short lull in the...

During November the market consensus shifted towards the FOMC and ECB remaining on hold throughout 2024. This reflects a forecast that inflation will...

Last week was a big one for the history of Japanese monetary policy. If you did not notice this, you are forgiven. Getting any news on Japan – one of...

We were surprised last week by the reaction to the slightly better than expected US CPI monthly report. In aggregate the headline month-on-month CPI...

The week ahead may prove pivotal for the global bond markets. The US has roughly $33 trillion in Federal debt, at an average interest rate of roughly...

The markets were caught by a triple surprise last week. Firstly, the Treasury opted to issue less 10 and 30-year bonds and more 3-5 year bonds for its...

If you’re a Treasury Wines shareholder you may be wondering about the recent entitlement offer and what it means for you...

Last week we travelled to Hong Kong to attend a global investment conference and conducted several meetings with - Hong Kong listed companies...

In Australia the release of the monthly CPI data upset the bond market that had been hypnotised by the relentless beat of the banks, media, and...

The markets, at both a bond and currency level, are now forecasting that the RBA has fallen behind the curve with its interest rate moves. The RBA is...