We don’t know how high US 10-year bond yields have to go before the economy cries uncle, but it can’t be that far off. Check out the Closing Bell video above where I set out all the key levels to watch going forward and show you different scenarios that could play out.
In today’s Fat Tail Commodities, James Cooper unpacks the latest commodity report from Australia’s Department of Industry. Yet again, government economists are forecasting lower prices ahead. But don’t let the numbers fool you. The world’s largest and most connected miner recently released its own projections, painting a much rosier picture for 2024 and beyond…read on to find out more.
ASX 200 is cautiously rising today, following similar sentiment in US equity markets as Bond yields and oil prices ease from their midweek highs.
In the 20th episode jubilee of What’s Not Priced In, Greg Canavan and I cover the latest moves in the bond market, the Reserve Bank’s latest decision, fearful market sentiment, and the outlook for key commodities. Enjoy…
The biggest circus that’s happening is in the global political arena. But don’t get these lying politicians, broken promises, scandals and intrigues mesmerise you when the most important thing to your own well-being is under serious threat. These things are happening while the global economy crumbles under the sheer weight of debt and inflation. In today’s article, I’ll show you a neat yet little-known angle to understanding where the economy is heading, and what you can do to protect yourself from its devastating effects.
‘Your first loss is your best loss,’ say the old timers. By that they mean that when you see the trend going against you, you should go home as soon as possible.
~ Rosanne Cash
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