In each Weekly ThinkTank we wrap the previous week's key market moving themes, including macroeconomics, stock and major broker announcements, and technical factors. Then, we look to the week ahead.
In this week's edition, we consider the impact of rising commodity prices and long term bond yields on the Australian dollar, and more broadly, the impact of those rising yields on the stock market.
Yields are on the rise due to increasing inflation expectations, so we'll also investigate a spike in one particular reading of US inflation - is it an aberration - or a sign of things to come?
The big brokers have been busy as earnings season reaches fever pitch. We'll investigate some of the winners and loser so far.
Tune in for all of this and more in our Weekly ThinkTank!
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