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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ASX Short Interest Weekly (Feb 20th): Zip, JB Hi-Fi, Goodman, CSL, Pro Medicus
We analyzed ASX short interest report for the past week and highlight short interest changes in Zip, JB Hi-Fi, Goodman, CSL, Pro Medicus.
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Relative Value in Australian Banks: ANZ/Westpac Overbought; Macquarie/Bendigo to Catch Up
Earnings in November led to varying share-price reactions, with ANZ and Westpac outperforming. Statistical analysis identifies sixteen...
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