24 July 2021
Week Ahead: Earnings & FOMC
Big Earnings: Apple, Tesla, Amazon, Facebook, Google & loads more... Federal Reserve Meeting Infrastructure Talks US-China Meeting Australia's Boofheads
23 July 2021
🔔 Sooner or later, we're going nuclear ☢
Nuclear fusion is now more of an engineering + business problem than a science problem Emerging Markets vulnerable? What's SNAPening?
23 July 2021
Macrodesiac Morning Call - Private Equity LOVES the UK, FTSE bid?
Today's topics were government Covid policies (are they paying attention to the right data?) a quick update on the China property situation, and Private Equity eyeing up the UK...
23 July 2021
Flash PMI's in focus, Covid caution in the air?
Risk sentiment is still positive, but Covid policy caution continues to drag
22 July 2021
🔔 Wanna play FTSE?
⚖ Unilever 'weighs' on the FTSE 100 🌞 S&P seasonality shock? 🥝 Monetary policy getting interesting down under
21 July 2021
🔔 Airline Stocks: Taking Flight or Delta Downed?
✈️ Airlines were filed under 'pretty screwed, let's see what happens' but Q2 earnings show cautious optimism 🏡📉 Evergrande Latest: Mortgages withdrawn in Hong Kong 💰 Buybacks are BACK!
20 July 2021
🔔 EverInferior: Chinese property giant facing a fall
Evergrande in freefall, Oil's road to recovery & a solution to the profit-snatching problem
19 July 2021
🔔 Yes, it's f***ing political. Everything's political
Nothing is safe from the slippery tentacles of politics. Everything's political