AUD May Suffer a Redux of the Old Economy Blues
Around two decades ago AUD was languishing at record lows labelled an old economy left out by the ‘new IT economy.' It feels a bit like its...
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IT Disruption Driving up Asia EM Currencies, GBP Risk Builds, AUD Yield Advantage Gone
Investors are pursuing gains in equity markets; in particular, EM markets that are big exporters of IT goods. These capital flows are tending to...
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Political Risk for a Number of Currencies (AUD, NZD, GBP and CAD)
It is getting harder to know where to turn with political risk in the UK palpable. A dual citizenship debacle in Australia, NAFTA negotiations...
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Diverging EM Assets and Currencies, Global Investor Jitters, AUD Vulnerable
The USD has strengthened since September after trending down for the first eight months of the year. Its gains have stalled in recent weeks, and...
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Chart of the Day: 18 Years Is A Long Time Between Kisses...
18 years is a long time between kisses, but it was way back in 2000 when Australian and US 10-year government bond yields last flirted with each...
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