A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.4k Views
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
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
S&P/ASX Index Rebalance (Mar 2026): 43 Changes Across Indices as Adds Outperform Deletes
There are 43 changes across the ASX changes in March. Couple of the adds could also be added to the GDX in March. The adds have outperformed the...
837 Views
S&P/ASX Index Rebalance Preview (Mar 26): Plenty of Change with Big Flow & Impact
There could be 46 changes across the ASX family of indices in March. Passive trackers need to trade a lot of stock in many names. Some names are...
1k Views