1. Global sentiment worsens The AUD is a commodify based currency and when global sentiment drops, so does the demand for commodities like Iron Ore, copper, and coal. These are…
As we start the second half of 2022 investors remain focused on these major fears outlined in our previous article. However, the growing risk for the second half of 2022…
The big picture is that markets are trying to balance concerns over slowing global growth with surging inflation and just how aggressive central banks will have to be on their…
Yes, and here are the reasons. Oil markets are sensing tensions around slowing global growth, an easing of the oil supply crunch, and an uncertain trajectory for China as it…
At the start of the year, Cathay Pacific flew to just under 30 destinations. This was down from the 100+ destinations price to the pandemic. However, Cathay Pacific is signaling…
Usually, these summer months are a natural lull for natural gas markets. If you take out the strong energy crunch gains from 2020 and 2021 you can see the normal…
China is facing a tough time as it tries to keep to its Covid Zero policy. However, China’s Premier Li is determined that the bringing in of the wheat harvest…
The message that spooked markets from Walmart’s earnings is that inflation is starting to eat into companies’ profits. Walmart has a reputation for being careful about costs, but it was…
Warren Buffet has always been a strong advocate of ‘value investing’. The key concept of ‘value investing’ is to buy stocks at a lower price than what they are actually…
The JPY has been the weakest currency of the year. Check it out here on the currency strength monitor from Financial Source. It wasn’t the BoJ board that helped strengthen…