Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
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 [...]
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation [...]
Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual [...]
The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages [...]