
May assembly, RBA set for third straight hike as Hormuz closure drives inflation surge
Reuters poll: RBA to hike 25bps to 4.35% on May 5, say 30 of 33 economists. Over a third now…

Reuters poll: RBA to hike 25bps to 4.35% on May 5, say 30 of 33 economists. Over a third now…

Japan April manufacturing PMI 55.1 vs 51.6 in March, best since January 2022. Output fastest since Feb 2014 but driven…

Australia April manufacturing PMI 51.3 vs 49.8 in March, but headline flatters. Input costs fastest in 4 years, supply delays…

ANZ-Roy Morgan NZ Consumer Confidence fell 11pts to 80.3 in April, a three-year low, down 20pts in two months. Inflation…

ECB holds rates as expected; June hike fully priced by markets. Deutsche Bank flags upside inflation risk and downside growth…

Apple Q2 EPS $2.01 vs est. $1.95; revenue $111.2B vs est. $109.5B. iPhone $57.0B misses on supply; Mac $8.4B beats;…

The USDJPY moved sharply lower today, driven by renewed concerns over potential Bank of Japan intervention as the pair pushed…

The stock market is a momentum-chasers’ dream right now. It’s increasingly clear that the backbone of the market rally is…

The mega-cap technology trade is becoming more selective. GOOG/GOOGL is showing clear relative strength, while META is under pressure. MSFT…

I often write that the industrial revolution was the biggest thing to happen in human history but we might be…
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