The world is not enough
Market Update: 18 September 2020 As we go past 30m COVID cases globally and sadly not far from hitting 1m deaths, the Central Banks are ever looking at ways to
Market Update: 18 September 2020 As we go past 30m COVID cases globally and sadly not far from hitting 1m deaths, the Central Banks are ever looking at ways to
Market Update: 14 September 2020 Although we haven’t gotten anywhere with Brexit and the US election is a coin toss, the one glimmer of hope is the restart of the
Market Update: 11 September 2020 A continuation for tech to consolidate has pretty much left most share markets lower/close to flat for the week and whilst the majority of the
Market Update: 7 September 2020 A very strong payrolls and even better drop in unemployment (8.4% vs mkt expecting 9.8%) out of the US. Even my old favourite – the
Market Update: 4 September 2020 OK the news reporters love a good market rout to sell their story… it brings interest, revenue and can be given a follow-up story to
Market Update: 31 August 2020 Again China is implementing ways to gain revenge on Australia after being part of the conglomerate of nations wanting an investigation by the WHA into
Market Update: 24 August 2020 Besides Trump finally striking a deal for a 25Bln support package for US Postal Services – to allow for Postal Votes which in a way,
Market Update: 21 August 2020 The markets have gone full circle this week dominated by the US…. the Fed Minutes disappointed with no intervention in the longer dated bonds and
Market Update: 17 August 2020 As we near elections in the US, the markets start considering a world with a Democratic win – given Betfair has Biden at $1.70 vs
A common misconception is that currencies are mean-reverting and, therefore, hedging is a poorly-allocated cost. The problem is: most of the time, we either don’t have time to wait for
Market Update: 10 August 2020 If you were to Google this (or begrudgingly on Microsoft‘s Bing) on your Apple phone, or ask someone on Facebook or even search for a
Market Update: 4 August 2020 As ISM in the US comes out far better than expected at 54.2, US stocks continue to make new highs. The correlation for AUD to