In Australia the release of the monthly CPI data upset the bond market that had been hypnotised by the relentless…
The markets, at both a bond and currency level, are now forecasting that the RBA has fallen behind the curve…
Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little less dramatic…
The common theme of market strategists over the past 6 months – basically since the Credit Suisse and Silicon Valley…
Another rough week for the now very stale bond bulls that show a startling level of misunderstanding of inflation. The…
The past week was all about the Federal Reserve’s Jackson Hole symposium. The market waited patiently for a revelation from…