Financial News

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...

Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little less dramatic given that this is something we have...

Another rough week for the now very stale bond bulls that show a startling level of misunderstanding of inflation. The reality is something we have...