How Much Above Trend are Australian House Prices?

Big Red Flag – Without the Yellow Stars

Commodity Markets – Going up or Down?

March 26th

Visualizing Data – Tracking Bubbles with Bubbles

March 9th

Postscript to OECD CLI for January

March 9th

China PMI – Bearish for Base Metal Prices

March 3rd

Household Debt to GDP Ratio – Australia Versus the World

February 26th

The Return of the RBA’s Balance Sheet

February 23rd

What is the Relationship Between RBA Assets and all Ordinaries?

February 15th

Leading Indicators – As Buy/Sell Indicators for the Equities Markets

December 14th

The Tyranny of Real Time

December 8th

Memecheck – the New Normal

October 19th

Internal Devaluation Defined

September 9th

High Frequency Trading Taking Us Back to the Roaring 20′s

August 26th

USD Tumbles on Market Jitters

The dollar was under heavy selling pressure on Tuesday amid a combination of concerns on interest rate differentials and renewed jitters over the possible global reshuffling of dollar-denominated debt. Amid a dearth of US economic data, the greenback tumbled to its lowest level versus the euro in over 2-months at…
April 4th

Yen dumped amid mixed tankan

Dollar shatters the key trend line resistance at 118.15-20 to hit a 2 week high at 118.50 after a mixed showing in the March Tankan business sentiment survey. The diffusion index for large manufacturers fell to 20 in Q1 from 21 in Q4, the first decline in four quarters and…
April 3rd

USD Declines Sharply

The dollar was sharply weaker versus the euro and sterling in the Thursday session. The selling in the greenback was likely the result of a combination of speculation of central banks, particularly the UAE and Asian CBs, shifting reserves from dollars, and rumours of US Treasury Secretary John Snow being…
March 30th

GBP Slides of Data, Oil Soars

The major mover in the currency market on Wednesday was the sterling, which sold off against the dollar following a series of weaker than expected economic reports. The rest of the major currency pairs remained within a narrow trading range versus the greenback. Crude oil soared to its highest level…
March 29th