Ardea IM

Ardea Investment Management, a boutique fixed income manager focused on inflation.

[Ardea IM @ArdeaIM]

New correlations spell concern for bond and equity investors https://t.co/H0G3PDCknm via @financialtimes

[Alex Joiner 🇦🇺 @IFM_Economist]

Interesting paper by the @BIS_org overnight on the rise of "zombie" firms that have been able to survive in an ultra low interest rate environment a factor arguably weighing on productivity growth & investment overall #ausbiz https://t.co/bCSEaJiWQV

[Ardea IM @ArdeaIM]

Bond markets tell the tale of 'old economy' Australia https://t.co/EWyNeVQXCQ via @FinancialReview @ComminsP

[Ardea IM @ArdeaIM]

https://t.co/QnSigjn30v

[Ardea IM @ArdeaIM]

America’s inflation enigma continues to confound https://t.co/AeUS75ZPeT via @FT

[Ardea IM @ArdeaIM]

S&P ratings boss says Australia's in trouble as Citi warns of recession https://t.co/AMCdXE4VxM via @ABCNews

[ARCHIVED - AU Bureau of Stats @ABSStatsarchive]

Inflation rises 0.5 per cent in the March quarter 2017, latest #statistics reveal. #CPI https://t.co/g8C46T1BMv

[Ardea IM @ArdeaIM]

Biggest change in APRA's macro-prudential stance is to cast the net wider, for the first time including owner-occupier residential loans.

[Ardea IM @ArdeaIM]

APRA announces cap on interest-only loan growth. Looks very "softly, softly" in our view https://t.co/QzgUd5aGKH

[Ardea IM @ArdeaIM]

Two charts we are watching closely right now https://t.co/cQEBGWu2GI

[Ardea IM @ArdeaIM]

Inflation now the real concern for markets after upbeat economic data https://t.co/p4IX26ba19

[Ardea IM @ArdeaIM]

Trump Election... the impact so far https://t.co/x0v2MPzSEt

[ARCHIVED - AU Bureau of Stats @ABSStatsarchive]

Consumer Price Index, Australia https://t.co/NHxfOswUMf #AUStats

[Ardea IM @ArdeaIM]

The Most Crowded Trade in Bonds Could Be Crumbling https://t.co/c2kk2fILte

[Ardea IM @ArdeaIM]

Australia sells A$7.6 billion of 30-year bonds in record deal https://t.co/topBGQKjHm

[Ardea IM @ArdeaIM]

Australia Sells A$7.6 Billion of 30-Year Debt in Record Deal - Bloomberg https://t.co/7ZLrTKlspb

[Ardea IM @ArdeaIM]

Echoes of 2008 as danger signs are ignored - https://t.co/rEgbgIV6Ej https://t.co/SOhkNsp6g7 via @FT

[Reserve Bank of Australia @RBAInfo]

At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1.50 per cent - https://t.co/ahK2GWuwLx

[Elysse Morgan @ElysseMorgan]

The Aus financial apocalypse is coming according @ProfSteveKeen. Watch the i/v on The Business in 20m on @ABCNews24

[[i3] @i3invest]

@ProfSteveKeen did some more #debunking of economics at the [i3] Luncheon in Sydney. @ArdeaIM