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Banks vs. Commodities: Navigating the Investment Crossroads
Investors face a pivotal decision in constructing portfolios: banks or commodities? This choice isn't just about sectors; it's about...
Royce Advisory
Oct 7, 20241 min read
What do Recent Yield Shifts Tell Us About the Economic Outlook?
Bond yields often serve as a barometer for economic sentiment. Recently, we've observed an intriguing shift in US bond yields that's...
Royce Advisory
Sep 9, 20241 min read
Are RBA rate cuts bad for Bank stocks? 🏦💸
As we approach potential RBA rate cuts from February 2025 onwards, Australian bank stocks are potentially facing an interesting...
Royce Advisory
Aug 15, 20241 min read
Unraveling the USDJPY Carry Trade and impact on markets
So much of the market turmoil this week has been attributed to the US Dollar (USD) Japanese Yen (JPY) 'carry trade'. 🔍 What is a carry...
Royce Advisory
Aug 15, 20241 min read
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