In recent months the US first quarter GDP was revised to -1.6%. The Q2 results are not yet in, but the Atlanta Fed publish a ‘GDPNow’ data series that is…
Surprise US CPI print sends market down 3% (June 10, 2022) Back in April we spoke about the pervasive damage done by rising energy costs and called out the lack…
Warren Buffett's famous quote, 'only when the tide goes out do you discover who was swimming naked' is very prescient for todays markets. With the onset of interest rate rises,…
Some months are just plain boring. Some months there is just too much to try to get into one story without running to 20 pages and then losing the plot.…
October ended the month with a three day streak where yields on short term bonds were shot out of a cannon. It was a test of the resolve of the…
Growth sector stocks were the price winners through the COVID-19 crisis. Those companies with a good prospect of future growth in profits from emerging technologies, with little in the way…
The S&P/ASX 200 Accumulation Index increased +2.55% in March while the MSCI World Index (A$) was also higher at +4.42%. The global equity indexes were assisted by the conversion back…