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.

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

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 ...

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

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 ...

DXY was smashed Trump Day 1. AUID rose from the dead. Even the lead boots rose. Gold and oil hosed off. Copper too. Miners ...

It was only a few weeks ago that LVO wrote an excellent piece decomposing Australia’s detonating cafepocalypse. A critical ...