Market Overview

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following:The Fed is reducing its...

When you hear something like “annual inflation is 5.5%”, that might sound bad, but it can be difficult to wrap your head around exactly what that looks like in terms of monthly expenses....

Overnight saw another weak session for Wall Street despite some solid domestic data as consumer confidence fell back slightly but still higher than expectations with European stocks leading the way...

DXY was stable:AUD fell:North Asia is hanging on:Oil and gold eased:Metals meh:Big miner’s headed for big retest:EM yawn:The junk bull gallops on:Yields eased:Stocks too:Credit Agricole...

As the steadier measures of inflation (core, median, or sticky depending on your preferences) have started to overshoot expectations slightly – the y/y measures continue to decline, but slower...

This long weekend looks set to be chocolate eggs and hot cross buns galore, as more Aussies gear up to purchase Easter treats. Key points The price of Easter treats continue to be buoyed despite food...

Overnight saw another consolidation phase for risk markets, with US bond yields rising slightly while the USD pulled back but still held sway over the currency majors. Wall Street stumbled again while...

DXY eased:AUD firmed:CNY too:Oil is a problem for the bulls:Metalzzzzzzzzzzzzzzzz:Minerzzzzzzzzzzzzzzz:EMzzzzzzzzzz:Junk is breakout bullish:Yields followed oil:Stockzzzzzzzzzzzzz:The Aussie dollar...

In the following article, we'll explore why neither the overall market nor the Magnificent 7 are in a speculative bubble. Feeling dizzy amidst all this potential upside? I'll introduce you to a...

It will be a strange week, given the calendar’s lunar eclipse on Monday and the market’s closure on Friday. Add to that a PCE report on Friday, the day the market is closed, and a Jay...

Australia’s fourth largest bank has agreed to settle a class action relating to interest charged on debts within credit cards' ‘interest free’ period. Key points ANZ has agreed to...

Global markets US stocks bounced back solidly last week and bond yields declined as the US Federal Reserve retained its expectation of three rate cuts this year at its March meeting – ...

Friday night was a consolidation session for risk markets as they digested all the interest rate meetings of the week, with US bond yields falling slightly while the USD held sway over the currency...

DXY is up and away:AUD was pounded:The AUD short is now ludicrous. It will not be easy to push it lower with this. Then again, ludicrous can become preposterous!CNY broke lower. This does not happen...