The Divided States of America
Market Update: 5 November 2020 The pollsters once again seem to have missed the beat of the American populous, as the US Presidential Election remains undecided and voting has been
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Begin Again
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
The recession we didn’t have to have
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
Somehow the vital connection is made
Market Update: 28 August 2020 It’s pretty fair to say that despite improvements in European data over the week, the markets were pretty much in autopilot until Jackson Hole last
007 days
Market Update: 14 August 2020 I’ve been on the phone to Bloomberg a few times now because everyday at 10 am for the past week, AUD is priced at 0.7150….
We can work it out
Market Update: 7 August 2020 As markets get excited by US initial jobless claims and Trump’s positive tweets about jobs (not his campaigns’ as they’ve been banned), tonight’s Non-Farm Payrolls
Home on the range
Market Update: 9 July 2020 As the weeks go by, we’ve seen S&P rally, fall, then rally again. It’s not necessarily directionless – it’s more reacting to the macro-fundamental themes
The overreaction matched by another?
Market Update: 9 April 2020 If I were to tell you I’ll take 1/3rd of your money but give you 1/2 back because your job is at risk whilst I