Rammity Capital
4K posts

Rammity Capital
@RammityCap
Mostly post FinMemes Twitter Beefing with Douglas Boneparth




The theme for this year's Met Gala is the 2026-27 Victorian State Budget.



Just in. A failed firebombing in Southbank this morning.

















We are already starting to see retailers across a range of segments talk of price hikes in the days ahead. Food is immediately exposed to transportation costs. The March monthly CPI could be pretty big and the June Quarter CPI will be big. Markets around the world are interpreting this as an inflationary shock. Markets in Australia are starting to eye off a 5% cash rate over the year ahead. Six months ago the average economist in Australia thought the cash rate was going to 3%. That’s a big reality check for debt holders. If this continues expect the yield curve to flatten as the prospects of a major economic downturn materialise. Asset markets holding up remarkably well so far.












