Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day! We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.
We thought we'd have a chat today and bring you our thoughts in a bit of a different format. Watch our chat below... Key points...Australia is too slow on procuring vaccinesUK growth expectations are firmly elevated vs
Woah. I thought yields were meant to be at like 3% by now?! I thought we were meant to be praising the bond vigilantes for being right? I thought that we were meant to see a treasury yield curve steeper than Everest?! Clearly not.
As usual, stocks have continued their charge upwards. The NASDAQ is up 1.44% this week, the SP500 up 0.25% and the Russell is down 1.45% In currency land, it’s really been a dollar story into month end with the Greenback up 0.75%.
The market is perceiving the inflation rate over the next 10 years to be sitting at ~2.3%. This is not exactly the rabid, regime changing inflation number that you would expect really, is it? And now we can look at inflation over the longer term.
OK, so last week we received a handful of questions from you. There were a tonne to pick from, but I particularly liked this question Hi David, (thx for the info) - what’s your single favourite stock for the next five years?
By spotting that there is a disconnect between the drivers of the 10 year and what many think is driving it (especially when SO many are focused on it being
