Articles
The latest pricing from the interest rate futures market has the official cash rate falling [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors [...]
An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely [...]
Justin Fabo from Antipodean Macro published intriguing charts showing the sharp decline in consumer inflation [...]
Goldman’s Andrew Boak has been more right than everyone so far. In her post-meeting press [...]
As we know, Australian industry has been dying for decades. So much so that we [...]
The Market Ear with an amusing set-up for equities. The humans have turned bearish. The [...]
Goldman on the EUR rocket. Based on our models, the Euro’s surge this week went [...]
The Market Ear with more. What could go wrong? Steve Cohen expects a significant correction. [...]
It’s a very big debate for asset allocators by very big people that I respect [...]
DXY is back. AUD is tariffied. Auld lead boots is the big question as the [...]
There really is not much more Tony Wood of the Grattan Institute can do to [...]
Interest rates and house prices lower together? Wouldn’t that rock the foundations of Aussie entitlement? [...]
Here it is. Over the past two years, the Biden administration struck a careful balance [...]
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 [...]
