Michael Hartnett at BofA with another terrific note. Zeitgeist: “20-year corporate bonds now yielding 6.3%…you would think ...

My god, the fake left has no idea what it is doing. Worse than that, it is so lost ideologically and economically that it is ...

Long gone GS US Equity Sentiment Indicator of investor positioning has crashed all the way back to zero. Source: Goldman 2 – ...

The Chinese depression is proving to be a real barnstormer. When you can write your own GDP numbers, then why not? Quarterly ...

It is amusing to watch, in the usual dark way, how China keeps promising to decarbonise steel while in actuality pumping ever ...

MB has demanded East Coast gas reservation, painstakingly describing why it is necessary no matter what side of politics or ...

Asian stock markets are mixed alongside FX markets as we all await tonight’s US CPI print with Wall Street still in ...

Green across the board across both sides of the Atlantic on Friday night with Wall Street having its best week since the ...

The migrants are still pouring in, and the housing shortage is getting worse, but, as they say, “you can’t leverage rents” so affordability is a real constraint. Thus the rent shock has run into a ...

Australia’s economy is on public sector life support. The overwhelming majority (87%) of jobs created over the past two years ...

Aussie inflation is beaten. The RBA should and likely will cut rates in February. Timely monthly core measures are in free ...

DXY rallied back. AUD barely hanging on to COVID lows. CNY got nuthin’ from GDP lies. Oil is overbought. Gold is getting ...