Tag Archives: Fed

Are we seeing the end of the generational bond market rally?

March 27, 2012

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By Gregory McKenna – Cross posted with MacroBusiness I wanted to write this piece today to have a look at bond markets globally and what they might, or might not, be trying to tell us about the future not just of the economy but of assets more broadly. As the recovery in the US economy appears […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

January 23, 2012

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January 23rd 2012 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will be […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

January 16, 2012

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January 16th 2011 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

December 19, 2011

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December 19th 2011 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will be […]

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Fed hints at QE3 but knows its not enough – recession is on the way.

August 29, 2011

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Fed Chairman Bernanke showed just how little he has in the way of tools at Jackson Hole on Friday. Sure he tried to

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Markets melting down – Back to the Future: 2008 again?

August 19, 2011

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Earlier this week I posted a hypothetical look at markets from the point of view of someone who had just returned from holidays. But any sense that the consolidation might persist before the weak global economic data reassert itself is I think washing away. When I saw the Wall Street Journal article about the Fed checking […]

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Equities and Australian Dollar Down again

August 11, 2011

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Sentiment is an ephemeral beast and yesterday’s hopeful market bounce turned back into carnage, not to strong a word, overnight as markets decided that it is the looming global economic weakness that is the more important driver not the Fed’s friendly words. At the close of play the FTSE’s 3% fall looks good compared to […]

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Hi Ho Bernanke – Fed Chairman and his Posse ride to the rescue

August 10, 2011

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Last night saw a continuation of the turn around we saw in Asia yesterday afternoon. I’m sure that commentators today are going to look like weather vanes, probably me included, but the move down and then back up has been breath taking. Lets recap. yesterday the AUD traded down to 0.9928 and it now sits […]

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