The forecasting crowd creates great opportunities for others
Sometimes opportunities arise because market participants cause pricing in a particular segment of the market to become highly skewed in one direction.
Australian Rate Hike Expectations Collapse
The RBA has been signalling for some time now that the next move in rates, when it eventually comes, will be up rather than down.
Markets wake up to China risk
We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.
One Measure of Fixed Income Risk is at GFC Levels – Should Investors be Worried?
Tamar Hamlyn discusses the current environment of tightening global liquidity and increasing government bond supply, which is having a knock-on effect on domestic liquidity.