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David Llewellyn-Smith
Australian dollar in “structural” decline By David Llewellyn-Smith - Aug 22, 2023

DXY is taking a breather:AUD went nowhere:Even though CNY took off:Commods relief rallied:Miners not much:EM stocks not at all:The junk screetch is building:As yields pile higher:Stocks found...

David Bassanese
Higher for longer By David Bassanese - Aug 21, 2023

Global marketsUS stocks weakened for the third week in a row under pressure from rising US bond yields and concerns over the Chinese economic outlook. Strong US retail sales in July along with the...

Chris Becker
21.08.23 Macro Morning By Chris Becker - Aug 21, 2023

Risk markets remain rattled on Friday night as the debt contagion from the Chinese property market continues to spread while interest rate concerns rise again in the USD. The USD continues to be...

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