Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
846 Views
The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
567 Views
Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
463 Views
Starwood's Tilt for AOF: Fifth Time Lucky?
The backdrop to Starwood's latest Offer for A-REIT Australian Unity Office Fund (AOF AU) is worth repeating. The Fourth Attempt On the 8th October...
700 Views
Last Week in Event SPACE: Line/Z Holdings, AOF, Alibaba, Kingsoft, Aramco, Cathay, Toshiba
Last Week in Event SPACE ... The goal of the shocker story of LINE Corp (3938 JP) and Z Holdings (4689 JP) (formerly Yahoo Japan) merging, may...
585 Views