US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
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The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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Currency wars miss the target as a market narrative
The use of military analogies often makes for a powerful and vivid narrative. And so it is with ‘currency wars’, which has captured the attention...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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ASX Short Interest Weekly (Sep 15th): NAB, Newcrest Mining, Pilbara Minerals, Perpetual
We analyzed ASX short interest report for the past week and highlight short interest changes in NAB, Newcrest Mining, Pilbara Minerals, Perpetual,...
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