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A testing week ahead

A testing week ahead

A big risk off week has seen government bond yields rise and share markets fall. The frothiest assets, US tech companies and crypto currencies, saw the biggest falls. The main reason for the sharp falls in financial asset prices last week was further undermining of...

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Inflation a few thoughts

Inflation a few thoughts

Inflation has taken over from longstanding – 30 years - disinflation during 2021 and it will not go away during 2022 and 2023. The annual rate of inflation in most major economies including the US, Europe and Australia may dip later this year on base effects, latest...

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A cautious look ahead

A cautious look ahead

We view early 2022 as a make-or-break period for the world’s major economies, including the Australian economy. Most major economies are leaving 2021 and entering 2022 with strong growth momentum built largely on the highly stimulatory policy settings of most...

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Turning Doves to Hawks

Turning Doves to Hawks

Financial markets took in their stride the news on Friday that US annual CPI inflation had climbed to a near 40-year high 6.8% y-o-y in November. The richly valued S&P 500 rallied to a new record high while the US bond market was unperturbed. The prevailing view...

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