Australian dollar jumps as housing bust over!

See the latest Australian dollar analysis here:

Macro Afternoon

The Australian dollar has popped a little this morning after news that the housing bust is over with consumer sentiment just fine (or maybe it was the RBNZ hold):

Bonds are getting hosed:

Stocks missed the memo:

Dalian is weak at the open:

Big Iron powers on, especially poor quality dirt:

I wonder when the blood-sucking gas cartel will price Labor?

Big Gold is strong. That NCM chart is attractive:

Big Banks are loving the end of the property bust, except ex-div CBA:

Big Realty doesn’t yet realise it’s over:

Perhaps it’s not.

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