Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
Articles
The Q4 national accounts release from the Australian Bureau of Statistics (ABS) revealed that households [...]
Alex Joiner from IFM Investors has published the following chart showing the sharp reversal of [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist [...]
Over the past decade, the Australian economy has recorded some of the poorest productivity growth [...]
Short squeeze on deck. The Market Ear. Nasty McElligott sums it up well. This is [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
Goldman’s Andrew Boak has been more right than everyone so far. In her post-meeting press [...]
As we know, Australian industry has been dying for decades. So much so that we [...]
The Market Ear with an amusing set-up for equities. The humans have turned bearish. The [...]
Goldman on the EUR rocket. Based on our models, the Euro’s surge this week went [...]
The Market Ear with more. What could go wrong? Steve Cohen expects a significant correction. [...]
It’s a very big debate for asset allocators by very big people that I respect [...]
DXY is back. AUD is tariffied. Auld lead boots is the big question as the [...]
There really is not much more Tony Wood of the Grattan Institute can do to [...]
Interest rates and house prices lower together? Wouldn’t that rock the foundations of Aussie entitlement? [...]
Here it is. Over the past two years, the Biden administration struck a careful balance [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
