Like good sports commentators with slow runs of play to fill, finance turns to statistics to fill the time. To many of us, data is data and ...
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Disinflation.
Well we had better mention the Aud before we kick off. Macro great, bounce none. So we reinstated the shorts through 0.9950. But anyway, onw...
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Friday Ramblings
Continued good jobless data has reset USD and US mood in general and there has been a proliferation of US Jobs analysis resulting in line-dr...
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Central Bank Alchemy and more Negativity
It's been a week or so since our last post and May is lining up to be another case of capitulation. Capitulation on the inflation trade,...
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