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 [...]
There are a lot of “potential” investors on my mailing list. Waiting for the [...]
Just a quick post as I’m musing the consequences of what could be a fundamental [...]
Two of the best-performing stocks in our portfolio over the last year or so have [...]
US inflation came in low. Services are still running hot, but that is mostly driven [...]
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
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 [...]
Yesterday, RBA Governor Bullock restated last month’s interest rate guidance in ongoing evidence to Australia’s [...]
All of the GDP partials have been released, suggesting that Wednesday’s Q1 national accounts will [...]
FTAlphaville has ripping post on AI. A popular view of generative AI is that it’s [...]
The March quarter national accounts, the most comprehensive measure of economic activity, will be released [...]
