Well, welcome to a new decade! What a start, no shortage of market moving news to distract the best laid holiday plans. So far, Australia begins to count the cost of fire disasters as the Middle East (ME) looked like firing up and, this week, we’ve had, what seems like, the 12th US/China trade deal in […]
Best of the festive season to all, we’re hoping it’s a safe one for you. Before we get into the content of our last note for the year, we’d like to present the following chart from the irrepressible team at visualcapitalist.com Just food for thought, leading into 2019.
Well, we can finally see where rising interest rates and inflation have taken their toll – emerging markets. Down 20% since mid May. We can guess there’s probably some worried US Fed bankers right now. Worried that this turmoil will reach US equity market shores very soon. So, it seems the only point for debate […]
Well, a happy New Year to all. It’s very interesting to monitor how financial markets start the New Year. On that note, just one week in and it’s unusual for almost every asset class to have risen in the very first week of the calendar year. Investors seem happy to buy anything with risk. This complete lack […]
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