Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
US inflation came in around expectations. More than a few data points in this report [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets are oscillating between hope and resignation. The hopeful side has two different, quite [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
US inflation came in around expectations. It is probably getting better, but there is still [...]
US inflation came in lower than expected yesterday. It is probably getting better, but I’ll [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Over the weekend, China issued a sweeping directive to rescue its property sector. This was [...]
US inflation came in lower than expected overnight. Markets roared higher. It was a little [...]
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After [...]
In tightening cycles, central banks typically raise rates until something breaks. We have had a [...]
US inflation came in hot overnight. It is worth noting that while there are some [...]
