Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share 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 [...]
Over the past decade, the number of cafes nationwide has reached an unsustainable level, and [...]
There really is not much more Tony Wood of the Grattan Institute can do to [...]
I’m assuming most readers are at least somewhat aware of DeepSeek over the past week, [...]
Interest rates and house prices lower together? Wouldn’t that rock the foundations of Aussie entitlement? [...]
One of the Trump Administration’s first acts upon taking the US Presidential Office was to [...]
Here it is. Over the past two years, the Biden administration struck a careful balance [...]
OK. Let me get this out of the way up front: Trump will declare victory [...]
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 [...]
