Australia
The Consumption Outlook Outside Of The US…
In this Special Report we assess the absolute and relative attractiveness of developed market government bonds using several fair value models. Longer-term investors who are focused on value should overweight US long-maturity bonds, and favor Spanish, Australian, and potentially UK government bonds within a DM ex-US allocation.
Why Aren't High Rates Cooling Australia's Housing Market…
The RBA Forecast High Inflation And Subdued Growth…
Australian Inflation Comes in Hot…
Australian Economy Remains Hot…
AUD Weakens On Removal Of RBA Hiking Bias…
Australia's Macro Environment Validates Long AUD Position…
In this <i>Insight</i>, we revisit our long AUD trades, after the upgrade from our attractiveness ranking last week.
Stay Long AUD/CAD
Stay…