Yesterday’s headlines got me thinking how much our heads are fixated with the idea of AUD and China. Headlines like “AUD lower despite strong Chinese data” and “Chinese Stocks Climb With Aussie After… Continue reading
I have been told that yesterday was the last day of the Hungry Ghost month. And what a hungry ghosty month it has been. Currencies have decoupled from the rest of the markets… Continue reading
RBA today and elections on Sunday. Sept. 2 (Bloomberg) — The Reserve Bank of Australia will cut interest rates within 100 days of the Sept. 7 election, credit markets show, a boost for… Continue reading
It’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading
How does it feel that markets are exhibiting the same patterns as E Coli ? Diarrhea and vomit inducing bacteria ? It feels just right ! “Using lab-based synthetic biology, experiments in bacterial… Continue reading
7 September Australia. 22 September Germany. RBA on 6 Aug where a 0.25% cut is expected. Based on the OIS 0.5% is expected in the next 12 months according to the Credit Suisse… Continue reading
Journalists and analysts all writing to save their lives. Reports swinging wildly between Taper and Taper Not after the FOMC minutes depending on where the Dow was. RATES: Treasuries Fall After FOMC Minutes;… Continue reading