In my AFR column I open-up with both barrels on vertically-integrated institutions (click on that link to read for free or AFR subs can click here for direct access). Excerpt enclosed: Show More
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Aussie market started negative and soon went very negative as the bank sector took a bashing in line with recent global bank selloff regarding fears in funding costs and liquidity. BOQ update today did not help to improve market sentiment on banks. US Fed’s Janet Yellen will deliver her semi-annual... Show More
