Interest rates

Out of uncertainty, volatility, and fragility will emerge opportunity.

We expect the risk focus will shift as earnings downgrades gather pace.

Bond yields are also now at very attractive levels – the 10-year UST is at its highest rate since 2008.

US and UK inflation data, central bank meetings, and Australia employment figures will be key for investors.

Tesla remains the 5th largest stock in the S&P index after losing $500bn in market capitalization in the last 12 month.

Non-farm payrolls data may reinforce the notion that the Fed will take more cautious steps from here.

All eyes are on the plethora of US economic releases for confirmation that inflation has peaked.

The upside surprise in inflation could mean an RBA cash rate increase of either 40 or 50 basis points.

More than 62% of travellers continue to plan to go overseas even as the Australian dollar drops to US65c.

What price will be paid if the inflation genie escapes the bottle?