Overview: Ahead of what is expected to be reports confirming the surging US economy, the dollar remains on its back foot, unable to sustain even modest upticks. June WTI is in a roughly 50-cent range on either side of $63. Australia's employment repo...

Overview: US officials called for a pause in the J&J vaccine, and the company has delayed the rolled out in Europe. US bond market has absorbed the week's heavy coupon without stress, and around 1.63%, the US 10-year yield is a couple basis points lo...

Israel's cyberattack against the Natanz nuclear facility in Iran, maritime attack against the Saviz vessel in the Red Sea, and airstrikes against Iranian-linked assets in Syria all point to a more intense phase of conflict with Iran that coincides wi...

However, the oil price rally does not herald a new paradigm on which to base an investment strategy over the next one to three years: OPEC+ discipline is fragile (and highly dependent on Saudi), demand recovery post-Covid is likely to be a stuttering...

Furthermore, the measurement of values, such as respect for human rights or democracy, is fraught with subjectivity and lack of consistency. Agreement on which values matter most – eg are the following equally important? The link between economic gro...

Overview: The equity rally appears undeterred by the rise in interest rates or the surge in oil prices. The minutes from the recent RBA meeting reiterated that officials see several years before the inflation and employment targets are met. The movem...