Caffè Holdings

Current mood: energy, macro themes / ASX / Coffee- strong, black.

[The Redheaded Troublemaker @try2underit]

Remember when you vote.

[Caffè Holdings @caffeholdings]

@Richard01357064 Roll back NDIS, Net Zero, Snowy next version. There’s $100B right there.

[Caffè Holdings @caffeholdings]

@cmkusher Who would borrow now when the end result will cost more than the future resale value if the current down cycle plays out..

[NovemberRain 🇺🇸 @NovemberRain243]

@RadioGenoa

[Caffè Holdings @caffeholdings]

@HydroCarbon777 @bowtiedstocks @samstrades A few more rate hikes and we’ll see some real bottoming out action.

[Caffè Holdings @caffeholdings]

@ausbtcclub It's the new 'McDonalds' inflation indicator. Removal of CC surcharges basically gave them a free pass.

[Caffè Holdings @caffeholdings]

#nickel trashed.

[Caffè Holdings @caffeholdings]

Most oversold Fri close.. says it all $lithium $ree $io

[Caffè Holdings @caffeholdings]

Nothing to see here #oil

[Caffè Holdings @caffeholdings]

Brent.. just gonna leave this here.

[Caffè Holdings @caffeholdings]

Dodged this bullet thanks for some advice on here X .. can’t say it’s all bad advice actually $DYL

[Caffè Holdings @caffeholdings]

Bond bulls getting rug pulled..

[David Sommers @dgsommersmkts]

@KobeissiLetter Yes, but regardless of the reason for government bond yields *falling* for now, we are in a very inflationary environment, with large inflationary "policy responses" most likely coming to "fix" the markets. Expanding the money supply further should ultimately push yields higher.

[Caffè Holdings @caffeholdings]

@RyanDetrick Dead in the water.. all downhill.

[Caffè Holdings @caffeholdings]

@cmkusher Whole thesis was based on ever increasing population, immigration and low rates forever. All that's done a turnaround now.

[Caffè Holdings @caffeholdings]

$VEA small dip from highs.. support level test 3.10 .. let's see where it goes from here when brent runs again.

[Caffè Holdings @caffeholdings]

@solo_dio_ Finally, some common sense. Hopium over unemployment ticking up 0.1 and possibly pausing rate hikes is a bit cringe.

[Caffè Holdings @caffeholdings]

Insurance inflows $IAG $SUN

[Caffè Holdings @caffeholdings]

A lot of RBA rate pause hopium based on unemployment numbers today.. did they get the memo about CPI and global inflation running hot? Few..

[Matt Simpson @cLeverEdge]

AU unemployment continued to accelerate beyond the RBAs forecast - rising to 4.7%.

A sharp decline of part-time jobs dragged the headling down to -39.3k, and hours worked was also soft.

The Aussie is the weakest FX major as another nail goes into the coffin of another RBA hike.