RBA: Holding the line

What did the RBA statement tell us? Firstly, there were no surprises from the RBA’s rate decision. The Cash rate and the 3-year yield target were both were kept at…

Week Ahead 01.03.21

This week saw some mixed risk flows as the market showed some indecision. This year’s rise in US equities took a pause midweek as a rotation out of tech stocks…

Week Ahead 17.02.21

Once again the main reflation narrative continued to support risk assets in another calendar light week. Low interest rates, high levels of quantitative easing, governments ready to support economies with…

Week Ahead 15.02.21

This week saw the main reflation narrative continue to support risk assets in a calendar light week. The reflation narrative is that there is a global synchronised recovery underway supported…

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