Market Overview

Find RudolphThe ASX200 shot up 90 points in the first hour yesterday before settling to a close of up 70. Unlucky if you wanted to get on. The index is now at a level last seen in May. It was all...

Gob-SmackedSo shocked by yesterday’s October CPI numbers was RBA deputy governor Michele Bullock that she said it will take time to “figure out what is the noise and what is the...

Last night was all about the sentiment with Fed Chair Powell pulling back on his hawkish inflation talk – “time to slow the pace” – which was a BUY signal on every part of the...

DXY was bashed last night as the Jay Powell monster turned out to be the a cuddly toy:   AUD closed at breakout highs:Oil popped:Commods popped:Everything popped:The Treasury curve...

The Treasury market is nervous about a repeat of the August hawkish Fed pushback.Market participants await nervously Powell’s speech this evening after the October CPI report sent bond yields...

Monthly inflation figures published by the ABS have revealed inflation has tapered from the highs of the September quarter, falling to 6.9% in October. This is the second print of monthly inflation...

It’s been an unusually rough year for bond investing, but there are hints that the market is forecasting that the worst has passed. If correct, shifting to a risk-on posture offers the...

Fed doves and hawks both see need for more rate increases to rein in prices ECB policymakers also see more hikes ahead as countries aid consumers Former Bundesbank head Weidmann may be in line for...

UncertaintyThe problem for Xi Jinping is not that zero-covid doesn’t work. It does work. China has recorded nominally far fewer cases and deaths from covid than the US, and in percentage of...

DXY is off the lows:   AUD was bashed across the board:Oil too. It looks stuffed:Base metals less so but good luck with that if oil breaks:Big miners (NYSE:RIO) are clinging to the iron ore wild...

It may have been a holiday-shortened week, but that didn't stop the markets from pushing higher. All three main indices on Wall Street are set to book gains for last week as the market continued to...

Last week, the Fed reported that the M2 money supply declined, slightly, again. The year-over-year rate of change is now down to a paltry 1.3%.Source: BloombergNot only that, but the...

Cost of living pressures show the first sign of impacting spending at the checkout, with retail sales falling 0.2% in October. Data published by the ABS for October revealed the first decline in...

Week in review The third ‘Fed pivot’ trade this year – which essentially has been in place since mid-October – continued last week, with markets still basking in the growing...