Webinars
It has been a busy few weeks in geopolitics. Late last week, we changed our [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen checked in on house [...]
Articles
The Market Ear with more. What could go wrong? Steve Cohen expects a significant correction. [...]
The prospect of interest rate cuts from the Reserve Bank of Australia (RBA) has engineered [...]
Australia’s inflation is falling. CBA forecasts that trimmed mean inflation will fall to 2.8% in [...]
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 [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
For 13 years, this website has tracked the decline and fall of Australian policymaking. We [...]
A couple of notes from BCA make some good points about the prospects for Chinese [...]
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in [...]
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues [...]
