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
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
Insignia Financial (IFL AU): 13th April Vote On CC Capital's A$4.80/Share Offer
This looks done. Assuming FIRB has no issue. Trading at a gross/annualised spread of 2.8%/18.5%. Key-Aussie-listed peer AMP is down 18% since Bain...
371 Views
Insignia Financial (IFL AU): Scheme Vote on 13 April
Regulatory approvals should be forthcoming, and the scheme vote is low-risk. At the last close and for a 28 April payment, the gross/annualised...
356 Views