Three months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questions. Meanwhile, in Australia, the RBA governor stated that the RBA was willing to raise rates for the four ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn moreWarsh wants the market to lead and the yield of US 30-year government bonds is sending him a message. Similarly, the yen may be sending a message to the Japanese PM. Meanwhile, Australia was steady as it goes, with inflation moving down, household spend ...
Learn moreWith the war in the Middle East petering out and after three rate rises this year, the RBA is feeling much better about inflation and its ability to deal with whatever comes next. Warsh put his stamp on the FOMC, and June marks ten years since the Brexi ...
Learn moreWe are now into the second month of the Iran War, and much like a tropical storm; it is unclear how long it will rage for and how much damage it will do. But the longer it goes on, the worse it will be for the global economy. ...
Learn moreAI bubble concerns morphed into the 'SaaSpocalypse' as AI agents threaten to eat all software and replace all jobs. Perhaps the governor of the RBA may feel a little nervous as the RBA wrestles with still-rising inflation. Elsewhere, Takaichi re ...
Learn moreWhile the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...
Learn moreContinuing good inflation data in the US has sent markets into the “great rotation”. However, the Federal Reserve still needs a little more good news before it decides to cut. In Australia, the all-important June quarter CPI print was a mixe ...
Learn moreBridges may be crashing down, cargo ships sinking in the Red Sea, and the Panama canal drying up but the major stock markets continue to push new highs. If we are in an AI stock market bubble, surely ChatGPT would tell me? The US has gone from &ldqu ...
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