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...
471 Views
Pepper Money (PPM AU): Challenger Reduced Offer Should Be Rejected
The price cut is opportunistic and larger than the decline in peers’ shares since the offer was disclosed on 9 February. AustralianSuper, which...
286 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
Merger Arb Mondays (16 Mar) - Skyworth, ENN, BlueScope, Pepper, Humm, Makino, Sankei, MCJ, IJM
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
423 Views