Articles
Short squeeze on deck. The Market Ear. Nasty McElligott sums it up well. This is [...]
This week’s CPI data from the Australian Bureau of Statistics (ABS) confirmed that the post-pandemic [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The latest pricing from the interest rate futures market has the official cash rate falling [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
Elon Musk’s association with the Trump Administration has contributed to the tanking of Tesla sales [...]
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating 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. [...]
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 [...]
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
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? [...]