Articles
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 [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors [...]
An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely [...]
Justin Fabo from Antipodean Macro published intriguing charts showing the sharp decline in consumer inflation [...]
In November, China issued a sweeping directive to rescue its property sector. At face value, [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. [...]
There are early signs that the property market has bottomed, and a number of analysts [...]
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of [...]
Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of [...]
This week we discuss a number of myths around the rise of India. Most importantly, [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
There is debate over what point we are in the cycle. Depending on where we [...]
As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a [...]
Last night in the US we saw a number of regional banks run into issues [...]
Given the inflation and GDP numbers yesterday, we thought it was worth an emergency look [...]
The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a [...]
In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel [...]
