RBA Hawks: Governor Bullock's pivot to full inflation-fighting mode, declaring unemployment must rise to 5% to anchor expectations.
Energy Producers: Oil at $100/bbl and the prospect of 50% upside from a prolonged Saudi outage is padding refinery margins, with Santos and Woodside leading the ASX energy charge.
The Bear Case for Bonds: With the US Fed signaling the end of the low-rate era, the 10-year Treasury is nudging...
