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Wednesday 29th November 2023
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Bond yields pushed lower as markets continue to expect rate cuts by the Fed nex…
Tuesday 28th November 2023
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It’s an in-between day, with little ion the way of economic news, but inflation d…
Monday 27th November 2023
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At the end of a quiet week we saw the US dollar fall a little further on Friday. …
Friday 24th November 2023
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Consolidation will continue in the s…
Friday 24th November 2023
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Markets were relatively quiet overnight with the US off for Thanksgiving, but stro…
Thursday 23rd November 2023
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Australian inflation is now driven by local factors. That’s what the RBA’s Miche…
Wednesday 22nd November 2023
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The FOMC minutes were cagey when it came to the prospect of rate cuts. The RBA …
Tuesday 21st November 2023
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There was a big 20-year Treasury auction today, which went better than expected. …
Monday 20th November 2023
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It was a quite day on Friday with very little of earth-shattering consequence to r…
Friday 17th November 2023
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Ethical investment, or ESG; it’s bei…
Friday 17th November 2023
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So, after the excitement of softening inflation in the US comes concern that its b…
Thursdsay 16th November 2023
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Goldilocks continues to deliver what America wants, with softer producer prices…
Wednesdsay 15th November 2023
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US inflation fell further than most expected – although NAB had predicted a do…
Tuesday 14th November 2023
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The NY Fed’s consumer inflation survey overnight had expectations fall a little o…
Monday 13th November 2023
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It seems the more dovish sentiment in the US has been reversed by Jerome Powell su…
Friday November 10th 2023
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With the risk of interest rates goin…
Friday 10th November 2023
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Bond yields kicked higher in the US after a $24 billion 30 year auction attracted …
Thursday 9th November 2023
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It looks like there’s heightening expectations of a global slowdown, evidenced by…
Wednesday 8th November 2023
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The RBA lifted rates, as expected, yesterday, with the possibility of another hi…
Tuesday 7th November 2023
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NAB still firmly expects the RBA to lift interest rates today. As Talor Nugent obs…