Contrary to suggestions in my last post, yields across the yield curve have moved a bit today…as the above chart shows the curve is up between 5bp and 9bps. This is a result of the Reserve Bank increasing its inflation outlook over the next 2 years. The Reserve Bank believes inflation will be above its …
Daily Archive: May 6, 2011
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May 06
The extreme but possible storm ahead
Attended a Researcher’s conference yesterday which had an interesting line-up of speakers that covered China, the global economy, Small cap stocks, and . The first guy was very impressive, an investment Strategist, he did a “Me-style” global economic presentation (perhaps that’s why I liked him) where the key points were… Commodity Prices in a bubble Australian …
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