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Podcast: RBA rate cut postponed

The RBA is in the same position as the Fed. Employment is strong but inflation is weak. The RBA thinks core inflation will rise. When it falls they will be forced to cut rates.

Podcast: The Aussie dollar is cheap

The US dollar is overbought against both the Euro and the Aussie Dollar. US bonds are also overbought. Rising inflationary expectations will cause a sell off in the US dollar and in US Bonds.

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