Everything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the Middle East is nearing pre-war levels, but oil and diesel prices remain high. And the world freaked out abo ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreThe RBA raised interest rates by 25 bps to 4.1%. It was a split decision, with five members of the Board voting for the increase and four voting to leave rates at 3.85%. Recent data confirmed to the RBA that there is still too much inflationary pres ...
Learn moreAs its revenue from iron ore, LNG, and coal slowly falls, Australia can rely on growing revenue from gold and copper. The price of copper has nearly tripled since March 2020 (see chart below) and in its latest earnings report, mining giant BHP earned mo ...
Learn moreThe RBA kept interest rates unchanged at 3.6%. It was a unanimous decision. Recent data has inflation risk moving to the upside. This has pushed the Monetary Policy Board’s thinking towards holding for now, with possible future rises. The Boar ...
Learn moreLiberation Day lived up to the hype and then some. Reading from the Stephen Miran and Peter Navarro playbook, President Trump hit most countries in the World with higher than expected tariffs. Global stock markets plunged, including Australia’s. C ...
Learn moreThe White House hasn’t been this exciting since Martin Sheen was president! From Ukraine to USAID, Gaza to Guantanamo, there has been non-stop drama. Tariffs have been the main focus for Wall Street and economists. Just as inflation was coming und ...
Learn moreJanuary felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...
Learn moreThe RBA left rates on hold for the ninth-straight meeting. Since November, the RBA has gone from needing confidence that inflationary pressures are easing to growing in confidence that they are. This is a big revelation! The Board has finally si ...
Learn moreThe RBA left rate on hold again at 4.35%. Michele Bullock, Governor of the Reserve Bank of Australia (RBA), is feeling the pressure. Rates are falling elsewhere, even across the ditch in New Zealand. Comments from the Treasurer and a former Labor tr ...
Learn moreThe RBA left rates on hold at 4.25%. The RBA does not want to have to raise rate but it is deeply concerned about the forecasted path of inflation. Inflation is now expected to take even longer to fall within the target band! For the mome ...
Learn moreAt a Glance: The U.S. market's abundant dry powder creates a highly competitive environment, with investors and General Partners (GPs) targeting larger, established companies, often leaving smaller, viable businesses underfunded. Despi ...
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