Economy – Engineered Serendipity As widely expected, the RBA lifted the cash rate 50bps to 1.85 per cent at the August meeting. Going forward, our

Economy – The Communication We Had to Have Markets and the economy are now at highly disconnected levels. Economic data appears set to keel over

Economy – The Cleanest Dirty Shirt Central bankers  are now faced with a policy choice of the cleanest dirty shirt, having put themselves   well behind

Economy – Last drinks in the mother of all happy hours Fiscal and monetary largesse, whilst necessary, was always a decision between the then and

Markets – Russian Roulette Bonds over the month extended the losses of prior months, one of the worst starts to the year on record. The

Markets February began with calls for the Federal Reserve to move aggressively to curb inflation risk. Market pricing at the beginning of the month was