Market Overview

DXY is up and away. EUR toast:AUD is in free fall:Aussie bond yields are in melt-up:Even stranger, Chinese yields are in a melt-down:Oil and gold fell:Dirt is going to retest the lows:As are...

The LERI shows Q2 2023 ended with the highest level of corporate uncertainty in the last year Retail in the spotlight this week: HD, TGT, TJX, WMT, ROST Upcoming potential surprise:...

Unusual turbulence has overtaken the Credit Ratings world in 2023 Earlier this year, the SVB crisis sparked doubts about Agencies' ability to predict a crisis Now, Moody's and Fitch's subsequent US...

Asian stocks are in sell mode following Friday night’s reaction to the latest US PPI print as local stocks continued to fall as the Aussie dollar takes a dive through the 65 cent level,...

So many of you asked me to do a video on this topic so here it is.

Research from the Actuaries Institute found median home insurance premiums surged by more than $400 in the 12 months to March, reaching an all-time high of $1,894 across all states. Key...

DXY is up and away. EUR unwinding:AUD had its lowset closing low of 2023, rupturing support by only just: CNY is going to fall a lot further and AUD with it:Oil’s rally is artificial. Much...

Tax receipts are falling, which has historically preceded economic recessions. In a recent post, we discussed the issue of rising debt levels on economic growth and increasing debt levels. To...

Philip Lowe, along with incoming governor Michele Bullock were in parliament, Friday 11 August, facing the house of economics committee regarding the outlook on interest rates, flatlining...

The latest US CPI print came and went overnight and again kept the buyers at bay on most risk markets with Wall Street putting in a soft scratch session as European equities pushed higher alongside a...

The consumer price index data published this morning that showed a continuation of the disinflationary forces was well received by the markets initially as traders thought this leaves the door open...

Major stock indices have come under pressure as several key macroeconomic factors converge to cause the first serious threat to risk assets we've seen since the flash banking crisis in March.The first...

DXY is firm:AUD has landed on some thin ledge:Oil up and away. It’s not a problem for inflation until 2024. Gold is getting hosed:Dirt held on:Big miners (NYSE:RIO) too:EM stocks (NYSE:EEM)...

The economy has marched forward, ignoring higher interest rates and consistent calls for a recession. Credit goes to “We The People,” the citizens of the U.S.A shout-out also goes to...