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The minutes from the 7 March meeting reveal the board will consider keeping the cash rate steady at 3.60% at the next meeting if the economy shows signs of softening.Key pointsThe RBA will consider a...
DXY was soft last night and EUR firm: AUD fell:Gold sagged and oil popped:Dirt too:But miners (NYSE:RIO) fell:EM stocks (NYSE:EEM) firmed:With junk (NYSE:HYG):As Treasuries were murdered and...
“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?Last week, amid a rash of bank...
The Fed will decide on interest rates tomorrow, with a high likelihood of a 0.25% increase A pause in the rate cycle would undermine the Fed's credibility, while a 0.5% hike could create fear among...
According to a report by the Queensland Council of Social Service (QCOSS), house and apartment rents in Brisbane are up 33% and 23% respectively since the outbreak of Covid-19.Key pointsQueensland...
The report was undertaken for the Australian Housing and Urban Research Institute (AHURI) by researchers from the University of Sydney and Curtin University.Key pointsHouse prices, cost of living, and...
In this week’s newsletter, we’re going to provide you with an inflation update based on some of last week’s important data releases and also share some general thoughts on risk...
The complex details of SVB's failure are still unknown, and the current state of affairs is driven by emotions Bond market volatility has risen to levels not seen since the Great Financial Crisis and...
The collapse of the Silicon Valley Bank rattled the markets, but the consequences are yet to be felt. In this report, we dive deeper into why we believe this is a systematic problem and why it creates...
Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation, gold and silver through a contrary lens.As I continue to get more...
Global marketsGlobal equities enjoyed something of a relief rally over the past week as the world’s financial regulators played ‘whack a mole’ as each new banking problem raised its...
UBS Group AG (SIX:UBSG) agreed to buy Credit Suisse Group AG (SIX:CSGN) in a historic, government-brokered deal aimed at containing a crisis of confidence that had started to spread across global...
Inflation trades are fading and gold (NYSE:GLD) is ascending to its rightful place in the disinflationary macro.The favored plan is working out well as we planned the Q4 (2022) – Q1 (2023) rally...
As portfolio managers, this is the question we ask ourselves daily. Since the lows of last October, the technical backdrop has improved markedly, as we discussed last week: “Our most critical...
The Federal Reserve holds its highly anticipated March FOMC policy meeting next week against an increasingly uncertain economic backdrop. The U.S. central bank is widely expected to raise interest...