The Corner

- 26 June 2026

- In the US, PCE inflation printed above 4% for the first time in three years – and the bond market eased anyway. We explain why that’s the signal, not noise.
- We’re holding a contrarian position that the data went against this week. We outline the playbook on both sides.
- Gold retested $4,000. What the setup needs next.
- The US dollar broke above its one-year range this week – and we think it’s nearing the last move before the reversal. What flips it.
- Australian housing auction clearances have collapsed to 40%, and the first crack just showed up in bank credit. What it means for the RBA and the markets.
- Report Spotlight: A blue-chip income stock (BUY-rating) that the market sold off for no reason of its own – a circa 5.7% grossed-up yield, the capex cycle finally behind it, and cash now flowing to dividends and buybacks.

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