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Friday 10th March 2023
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Markets are clearly preparing for a fall in payrolls numbers tonight, with bond yield…
Thursday 9th March 2023
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There’s a lot of water between where Jerome Powell sees the Fed heading and how Phil…
Wednesday 8th March 2023
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Big market moves overnight thanks to a slightly less hawkish RBA yesterday and a mo…
Tuesday 7th March 2022
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Australian bond yields fell sharply yesterday ahead of the RBA meeting today. NAB’s S…
Monday 6th March 2023
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As NAB’s Ray Attrill puts it on this morning’s podcast, three central banks, two days …
Friday 3rd March 2023
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Having pushed above 4 percent, US 10 year Treasury yields lurched higher still overnig…
Thursday 2nd March 2023
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It’s been a session of mixed news overnight. US 10 year treasury yields have hit 4 p…
Wednesday 1st March 2023
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There’s a growing concern that inflation is creeping back into Europe. That’s the c…
Tuesday 28th February 2023
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The pound rose sharply higher today on the news that a deal had been struck with …
Monday 27th February 2023
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Markets were shaken on Friday when the Fed’s preferred measure of inflation – the …
Friday 24th February 2023
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US GDP has been revised down slightly for Q4. NAB’s Ken Crompton says its been dr…
Thursday 23rd February 2023
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There’s not a lot that’s new on the FOMC minutes out this morning, according to …
Wednesday 22nd February 2023
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The latest PMI data has shown more resilience in the global economy, with servi…
Tuesday 21st February 2023
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With the US equity and bond markets closed for President’s Day, trade was thin t…
Monday 20th February 2023
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Expect a quiet trading day today with the US enjoying Presidents Day and not much …
Friday 17th February 2023
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US Treasury yields pushed higher overnight as producer prices came in with a surpr…
Thursday 16th February 2023
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US retail numbers for January were strong yesterday, giving no reason for marke…
Wednesday 15th February 2023
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US inflation was shown to be moving down slower than many had hoped, sending bo…
Tuesday 14th Februarey 2023
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US CPI is released later today and NAB’s Rodrigo Catril says we can expect a mar…
Monday 13th February 2023
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Bond yields continue to rise as expectations heighten just about everywhere that c…