Michael SmithDec 15, 20225 min readTaking stock of a difficult year for the market. Are better times ahead?
Michael SmithNov 26, 20224 min readIs the market too focused on rates and overlooking proven growth opportunities?
Michael SmithAug 10, 20224 min readIs the bear market over? What does earnings season and rising bonds tell us?
Sam WaldronJun 27, 20223 min readThe US has a relief rally due to lower bond yields, why we look at the PCE Index, and more...
Sam WaldronJun 20, 20224 min readEarly signs that the tight US labour market may be easing, strong job numbers in Australia and more
Sam WaldronJun 14, 20224 min readThe Fed to increase rates, signs of hiring freezes in the US, and more...
Sam WaldronJun 6, 20224 min readKey data indicates a resilient Australian economy, tailwinds from China's stimulus, and more...