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DXY rose before Easter: AUD is down, down:Oil and gold are holding:Dirt was OK:Miners (NYSE:RIO) fell:EM stocks (NYSE:EEM) stalled:Junk (NYSE:HYG) too:The Treasury curve steepened:Stocks...
When the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t scared.Yield curve...
A new study commissioned by the Property Council of Australia revealed a level investment playing field for build-to-rent homes could help the government hit its ambitious one million homes housing...
I must say that it is discouraging how often I have to write about the Phillips Curve.The Phillips Curve is a very simple idea and a very powerful model. It simply says that when labor is in short...
DXY bounced hard last night. EUR may have formed a double top: AUD was pulverised then bounced some:Gold and oil held the gains:Dirt is falling:Miners (NYSE:RIO) too:And EM stocks...
Assessing US recession risk isn’t getting any easier, but when it comes to cutting through the noise, I continue to rely on combining models for the single-best tool in the toolkit. To...
Speaking on Monetary Policy, Demand and Supply to the National Press Club on Wednesday, RBA Governor Dr Philip Lowe noted many Aussies who have previously held ultra-low(e) fixed-rate loans, have...
Queensland's State of Origin team had eight series wins in a row; the RBA had 10 hikes in a row, but there's no victory shield to raise for Governor Dr Philip Lowe. Key points RBA paused in April,...
The expected long-run return for the Global Market Index (GMI) held steady at 6.0% annualized in March, unchanged from last month and close to its trailing performance over the past decade. The...
The early Easter ‘treat’ delivered by the RBA comes despite major bank economists at odds over whether the Reserve Bank would increase for the 11th consecutive month or pause in April. ...
After rallying on the oil pop, DXY was crucified last night: AUD to the moon!Oil held its gains. Gold added:Dirt not so much:Nor miners (NYSE:RIO):And EM stocks (NYSE:EEM):It’s a junk...
Asset classes made a comeback in March, led by inflation-indexed government bonds ex-US, based on a set of ETF proxies. The downside outlier: real estate shares in the US and around the world.The...
Sydney property values led the charge, increasing 1.4% across the month to April 2023. Key points Property values lift 0.6% nationally for the first month-on-month increase in 10 months. Sydney...
ABS lending indicator data released Monday revealed the value of new home loan commitments fell 0.9% in February 2023, with new home loans written in the month amounting to $22.6 billion. Key...
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