Stock markets in the US and Australia have been flirting with all time highs as the end of year rally continued into January but in China, the situation is not so grand. House prices and consumer spending are down again while stock market lows hav...
Learn moreCentral banks are still waiting to see more data before declaring victory against inflation but it seems like the war has already been won. ”Happy Xmas (The war is over).” Even better, a soft landing still seems the most likely outcome for t...
Learn moreWith the return of El Nino, conditions are hotting up in Australia. However, the US bond market is also feeling the heat with a sell-off leading to higher yields for longer-dated bonds. These are conditions not seen since the 1980s! Back in the People&r...
Learn moreWhen America sneezes, Australia catches a cold but what happens to Australia when China chokes on a property crisis? We are about to find out! The property sector represents around a quarter to a third of the Chinese economy. Rather than rebounding afte...
Learn moreThis was the month that disappointment in China’s missing economic rebound turned into schadenfreude shock over further dire developments in its property market. Meanwhile, Australia and the US continue to chug along with slowing inflation and eco...
Learn moreA happy lunar new year saw a strong start to the year for Australian stocks as China looks to regather lost momentum in 2023. However, the RBA is looking to pop the party balloons with some more rate increases this year. Until we know we have...
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