Insights, 04 Jun 2024

Yielding to reality

Economic Update - May 2024

US consumers seem more Garfield than Furiosa at the moment with some good news on the inflation and consumer confidence fronts in May. Inflation may not be so sticky in the US after all? The Fed Reserve is however still talking tough. Inflation is still...

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Insights, 16 Apr 2024

Bowing to the greenback

Chart of the Month - April 2024

It’s not looking good for the Australian dollar. The AUD has been trending down against the greenback since 2021 (AUD/USD)(see chart below). Now, several factors have come together to add a few more anchors to the AUD; it’s down around 6% si...

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News, 02 Apr 2024

Stock Market Highs Amidst Global Economic Shifts

Economic Update - March 2024

Bridges may be crashing down, cargo ships sinking in the Red Sea, and the Panama canal drying up but the major stock markets continue to push new highs. If we are in an AI stock market bubble, surely ChatGPT would tell me? The US has gone from &ldqu...

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Insights, 12 Mar 2024

Is the US in a debt spiral?

Chart of the Month - March 2024

Have you ever looked at your credit card or mortgage interest payments and felt sick? Well, the US federal government is expected to pay USD 870 billion in interest payments this year which is around USD 48 billion more than it is expected to spend on d...

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