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Breakfast briefing: More US data weakness rattles bond markets
US inflation expectations rise, debt stress rises; Chinese exports rise; PM changes in Japan, France; Germany exports rise with factory output; UST 10yr at 4.05%; gold surges to new ATH, oil holds low; AU$1 = 65.8 USc

Breakfast briefing: Stagflation lurks in the US, deflation lurks in China
After weak jobs data US eyes now turn to upcoming inflation and sentiment readings; Canada pushes active economic defense; global food prices stable; UST 10yr at 4.09%; gold stays near ATH, oil soft; AU$1 = 65.6 USc

Finance changed - but the risks didn't
New technologies are rewiring liquidity, payments, and economic stability

Weekend briefing: US labour market sputters
US factory jobs shrink as overall labour market cools; US inflation stays high; Canada turns active in economic defense; global food prices stable; UST 10yr at 4.09%; gold jumps to new ATH, oil retreats further; AU$1 = 65.5 USc

The failure of anti-austerity populism
Kenneth Rogoff explains how the era of cheap money limited policymakers' ability to respond to future shocks

Breakfast briefing: Markets gird for weakish US labour market report
US labour market data generally weak; US services sector stays expanding; markets expect a Fed rate cut; China juices personal loans for consumption; UST 10yr at 4.17%; gold settles back, oil holds low; AU$1 = 65.1 USc