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David Bassanese
Great rotation? By David Bassanese - Jul 15, 2024

Global markets Global equities continued to grind higher last week, helped by a softer than expected US CPI report and dovish comments from Fed chair Jerome Powell. The Goldilocks soft landing...

Chris Becker
15.07.24 Macro Morning By Chris Becker - Jul 15, 2024

Friday night saw the release of the latest US PPI print and unlike the lower than expected CPI print in the previous session, this one came in hotter than expected, with US markets not as ebullient...

David Llewellyn-Smith
Australian dollar roars on US deflation By David Llewellyn-Smith - Jul 12, 2024

DXY got spanked last night: AUD popped but dropped: North Asia took off: Oil and gold up: Base metals sold on deflation: Miners meh: EM rocket: Junk a bit: With US yields finally break the...

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