US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
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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...
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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...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (16 Mar 2026)
​Discover twelve pair trade opportunities across three markets and six sectors using statistical mean-reversion methodology for actionable insights.
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ASX Short Interest Weekly (Feb 6th): BHP, Xero, Origin Energy, Commonwealth Bank Of Australia, Rea
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Xero, Origin Energy, Commonwealth Bank Of...
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