ASN General Discussion, page-16721

Looks like Bond Yields in the US and AUS have shat themselves to mid to low 3% from a mid to low 5% .

Current RBA cash rate at 4.35% if it stays like this the current cash rate is unsustainable .

US markets predicting as much as 8 rate cuts in 2024 and as early as February im not as bullish but there will be rate cuts next year it's inevitable .

Inflation in OZ now moving inline with Bonds so most analysts are thinking we are at 4% already and it's a steep dive for inflation , truth be told the steepness of the fall is a worry and I actually think secretly the RBA is hoping XMAS spending will soften the fall "I have my doubts" inflation should be back to 3% by the 1st quarter 2024 but will it stop ?

What does this all mean for the markets and ASN well most you should have noticed over the last 2 years significant capital missing from the markets this is because with easier less risky options like bonds term deposits and the like why hold in equities and risk on the die hards will stay but as these options dry up BEOT will look to move back in in a big way Goldman Sachs already flagging and onslaught of Green Economy Capex in 2024 so with more capital means higher prices paid for equities and more cash available for projects .

2024 going to be a wild ride PEEPs I hope you got your fill in 2023 - Ohh and one last this all this was predicted by the 18.6 property cycle current phase "the gamblers curse" .

Warmest Regards TT