A lot of regional internal news are moving Asian stock markets instead of the usual macro newsfront with mainland Chinese ...

Always sobering and usually right…eventually. I agree with much of the below but don’t think we are there yet. Albert Edwards ...

Goldman with the note. President Trump’s Inauguration Day policy announcements on tariffs were more benign than expected.

The Market Ear with more.  The power of the hammer candle Last Monday we pointed out the powerful hammer candle in SPX. We ...

Westpac with the note. Leading Index growth rate dips back to 0.25% but still slightly positive. Growth set to improve in ...

CBA with the bad news. Despite our expectation for a lift in household expenditure to a more trend-like pace as the cash rate ...

The Chinese steel rally is petering out, stalling iron ore. BHP is spewing iron ore. WAIO 128 Mt 1% | 145 Mt (100% basis) ...

With an official unemployment rate of only 4.0%, you would be forgiven for thinking that Australia’s labour market is booming ...

DXY held its losses. AUD most of the gains. Chart of the day goes to lead boots. Commods took softer than expected tariff ...

Wall Street returned from its long weekend and rallied across the board, not helped by more tariff talk although most of that ...

The fearmongering over the exodus of property investors from Victoria has continued. Rental bond data from the Victorian ...

If you cancel instead of engaging with your political and ideological competition, then it is you, not them, that has ...