USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
178 Views
China Money Market Funds Pose Long-Term Risks for A$
- China money market funds up leverage to enhance returns- Adds to risks for Australian financial markets as mainland GDP slows- Trade and...
139 Views
Australia's Sky-High Electricity Prices to Curb Growth and Weigh on AUD
Overseas investors may not be aware that decades of resources mismanagement and a failure to spend on transmission infrastructure, means...
101 Views
Chart of the Day: The World's Most Vulnerable Consumer
Household debt service ratios (DSRs) are a key metric of macro-economic risk and vulnerability. There is a mounting consenus amongst...
127 Views
Chart of the Day: RBA Has a Problem
The day after the Reserve Bank of Australia (RBA) chose to dial back its concern over the CPI inflation's increasingly serial target undershoot,...
130 Views