Friday, 07 February, 2025
AFR – Meet the most accurate economic forecaster of 2024 Cecile Lefort – Markets reporter Updated Feb 3, 2025 – 9.42pm, first published at 8.00pm https://www.afr.com/markets/debt-markets/meet-the-most-accurate-economic-forecaster-of-2024-20250131-p5l8os Australia’s top economist Paul Bloxham predicts United States President Donald Trump’s tariff war will test the economy, and the Reserve Bank will be capable of only moderate interest rate cuts in 2025. The HSBC Australia chief economist was ranked by The Australian Financial Review […] Read More
Friday, 07 February, 2025
*BOE’S PILL: WE ARE NOT THERE YET ON DISINFLATION *BOE’S PILL: CAUTION AGAINST VERY RAPID, VERY LARGE FUTURE CUTS *BOE’S PILL: ON OTHER SIDE, ACTIVITY WEAKER THAN EXPECTED *BOE’S PILL: UNDERLYING PRICE PRESSURES REMAIN ELEVATED *BOE’S PILL: CPI BLIP PROBABLY WON’T HAVE SECOND-ROUND EFFECTS *BOE’S PILL: THERE ARE RISKS TO BOTH SIDES ON INFLATION *BOE’S PILL: PRIVATE-SECTOR WAGE GROWTH SURPRISING *BOE’S PILL: REASONS FOR CAUTION, CAREFULNESS IN WAY WE PROCEED *BOE’S PILL: PAY DISINFLATION NOT […] Read More
Monday, 07 April, 2025
– MARGIN CALLING: Hedge funds facing biggest margin calls since COVID, FT reports. Read More
Monday, 04 March, 2024
Fed’s Bostic: No urgency to cut interest rates given US economy’s strength – Reuters News 04 Mar 2024 17:00:00 By Howard Schneider WASHINGTON, March 4 (Reuters) – The U.S. Federal Reserve is under no urgent pressure to cut interest rates given a “prospering” economy and job market, Atlanta Fed President Raphael Bostic said in remarks that highlighted the risk inflation may get stuck above the central bank’s 2% target or be sent higher by “pent-up […] Read More
Thursday, 18 April, 2024
(Washington Post) — SAN FRANCISCO — Last June, Inflection AI was riding high. The artificial intelligence start-up founded by veterans of Google’s famous DeepMind AI lab had just raised $1.3 billion from Microsoft and tech billionaires Bill Gates, Reid Hoffman and Eric Schmidt to build out its chatbot business. But less than a year later, the tide has turned. Co-founders Mustafa Suleyman and Karén Simonyan have left Inflection AI for jobs at Microsoft, which also […] Read More
Monday, 22 April, 2024
Exclusive: ECB’s Centeno: Total Rate Cuts This Year Could Exceed 100BP – Centeno: Will still be in restrictive territory even after easing by 100bp – Centeno: 2% interest rate target a good benchmark – Centeno: Waiting too long to change policy stance might require more aggressive rate reductions – Centeno: Downward revisions to inflation and economic activity of ‘additional concern’ Read More
Tuesday, 23 April, 2024
– Global equities are more attractive after the recent rout removed market froth and as investors focus on robust corporate earnings, according to Citigroup Inc. strategists. “We would view the recent pullback as a buying opportunity,” the team including Mihir Tirodkar and Beata Manthey wrote in a note. “Bullish positioning has unwound and now looks more neutral, particularly in the US. The current earnings season could re-focus investor attention on solid underlying fundamentals.” The strategists […] Read More
Wednesday, 24 April, 2024
Ashley Joye (ARCHR LLP ) Subject: FW: The RBA should warn that it could raise rates again No images? Click here The RBA should warn that it could raise rates again High inflation reinforces that the RBA should have raised rates by more last year, in line with its peers. Kieran Davies, Chief Macro Strategist, Coolabah Capital Investments Over at Livewire Kieran writes that high inflation and a still-tight labour market should see […] Read More
Wednesday, 24 April, 2024
{AU} Does anyone price Aussie INTRADAY or OVERNIGHT options anymore? I haven’t seen them go through for a couple of years but if you did have an int let me know If you are keen on a revival – lets go Read More
Friday, 26 April, 2024
You heard right – the RBA could raise rates again The Reserve Bank of Australia will likely be forced to warn that it could raise rates again. Christopher Joye Apr 26, 2024 – 12.05pm https://www.afr.com/wealth/personal-finance/you-heard-right-the-rba-could-raise-rates-again-20240409-p5fijj This week we were presented with yet more powerful data demonstrating that central banks are repeating past mistakes by encouraging an acceleration in consumer price pressures through their dovish prognostications. Australia’s central bank could be […] Read More
