News, 11 Feb 2025

The Calm before the Storm

Economic Update - Janurary 2025

January felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...

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Insights, 25 Jul 2024

The ASX 200 breaks the 8,000 barrier

Australian Spotlight - July 2024

At 10:08 am (AEST) on 15 July 2024, the ASX 200 broke the 8,000 barrier for the first time (see chart below). But unlike the breaking of the 7,000 mark in January 2020, it was more of a raspberry than a bugle call. There is too much uncertainty around t ...

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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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