Wednesday’s monthly inflation data from the Australian Bureau of Statistics (ABS) suggested that underlying (trimmed mean) ...
The ANZ is getting dovish. The November monthly CPI indicator points to downside risk to our and the RBA’s Q4 trimmed mean ...
The news for Australians over Xmas was mixed in reference to energy. Local gas spot prices fell sharply, even though they are ...
Iron ore spot is hovering around $97 as it chases relentlessly weak rebar futures lower. This is much weaker than I expected ...
After capital city asking rents soared by more than 40% since the pandemic, rental inflation appears to have hit an ...
There is some good news about Chinese property. Last year’s save has put a floor under sales for now. The further west you go ...
My basic thesis for a major AI bubble has so far played out well. But, at this stage, we appear either at the peak of such or ...
Wall Street had another tipsy session overnight as the latest US initial jobless claims came in slightly lower than expected ...
Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, have a look at a range of different predictions for 2025 and assess their likelihood and effect. Can’t make ...
DXY is near new highs. AUD is dangling its feet over critical support. CNY looks ready to crash. I see no reason for an oil bounce, but if it comes, it will aid DXY. Dirt is caput. Likewise miners. Xi ...