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
Zenith Energy: Done Deal As PEP Bumps
On the 6 March, remote power generator Zenith Energy Ltd (ZEN AU) specialist announced an Offer, by way of a Scheme, from Elemental Infrastructure...
642 Views
Infigen Energy Deal - Interesting Optionality
The AFR's Street Talk mentioned the possibility of a deal for Infigen Energy (IFN AU), which owns and operates wind farms in NSW, South Australia...
743 Views