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Hanan Dervisevic
Rental affordability plunges to worst level in nine years By Hanan Dervisevic - May 29, 2023

The ANZ CoreLogic Housing Affordability Report revealed renters are handing over nearly one-third of their income to pay rent on a new lease as surging demand and falling supply fuel record breaking...

David Llewellyn-Smith
AI computes Australian dollar at 40 cents By David Llewellyn-Smith - May 29, 2023

DXY paused Friday night:AUD did too: Commodities dead cat bounced:Miners (NYSE:RIO) too:EM (NYSE:EEM) stocks are so yesterday:Junk (NYSE:HYG) is bleeding out:The Treasury curve was pulverised:As...

Alla Makeyeva
Are We Looking at More Bank Collapses in 2023?   By Alla Makeyeva - May 27, 2023

Is the banking crisis really over? Or is the REAL banking collapse just getting started? If you want to know why banks worth half a trillion collapsed in a matter of weeks, and for all the latest on...

Chris Becker
26.05.23 Macro Afternoon By Chris Becker - May 26, 2023

Asian markets are quite mixed again in the last trading session of the week with the US Congress debt ceiling negotiations dominating risk taking. The highest CPI reading in Tokyo for 40 years is...

Hanan Dervisevic
Rising retirement costs outpace inflation By Hanan Dervisevic - May 26, 2023

According to the Association of Superannuation Funds of Australia (ASFA), the annual budget for a comfortable retirement is a record $70,482 for a couple aged 65 and $50,004 for a single. Key...

Chris Becker
26.05.23 Macro Morning By Chris Becker - May 26, 2023

The continued US debt ceiling negotiations kept risk markets in hesitation mode overnight on both sides of the Atlantic again although a late reprieve saw a mild boost with a rush to tech stocks...

David Llewellyn-Smith
Australian dollar takes the red pill By David Llewellyn-Smith - May 26, 2023

DXY is an unstoppable AI monster. EUR is history:AUD is in free fall with EUR and CNY:{68|Gold}} is in all sorts of trouble. OPEC squashed oil:The commodities crash took a breather. This ain’t...

Chris Becker
25.05.23 Macro Morning By Chris Becker - May 25, 2023

The release of the latest FOMC minutes and continued US debt ceiling negotiations kept risk markets in selling territory overnight on both sides of the Atlantic again. Currency markets fled to the...

David Llewellyn-Smith
Australian dollar pulverised to new 2023 low By David Llewellyn-Smith - May 25, 2023

DXY is up and away:AUD is at a new 2023 low and in free fall: Gold is in trouble. Oil is bid:I hope you’re enjoying Zoltan’s and Goldman’s “commodity super cycle”:Miner...

Chris Becker
24.05.23 Macro Afternoon By Chris Becker - May 24, 2023

A sea of red across Asia today following the poor session overnight on Wall Street as US debt ceiling negotiations fail to find a way forward. This is causing increased hesitation around risk markets...

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