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ENTITY

AUD (USDAUD CURNCY)

348
Analysis
FinancialsAustralia
The Australian dollar is the official currency of the Commonwealth of Australia.
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bullishMacroeconomics
21 Dec 2023 00:21

Five Things We Watch For In 2024

The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...

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bullishMacroeconomics
18 Dec 2023 17:13

Positioning Watch – Buy everything seems to be consensus

Hello everyone, and welcome back to our weekly positioning watch following the surprisingly dovish FOMC meeting last Wednesday, which smells of a...

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18 Dec 2023 00:49

Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!

Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.

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15 Dec 2023 23:54

Portfolio Watch: Liquidity the Name of the Game

Cuts by March? We are not dismissive, but we would deem it close to fantastic if the Fed communications manage to pivot the economy without pushing...

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14 Dec 2023 10:45

Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?

Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.

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