22 November 2020
Walking In A Winter Wonderland?
'Markets are stuck in 'Macro Purgatory' 'With an absence of good news, the path of least resistance is down.'
22 November 2020
It's the end of the world as we know it... And I feel fine
“With an absence of good news, the path of least resistance is down." Could the opposite be true (and applicable) now?
20 November 2020
The Opening Belle - Market Indecision Persists
Mnuchin & Fed clash, Japan deflation concerns, Australian retail sales surprise, Covid hospitalisations and restrictions increase, UK retail sales ahead.
19 November 2020
The Opening Belle - Markets Remain Rangebound
Australian employment, no deal Brexit plans, airlines needing more handouts, Poland & Hungary veto review, China-Australia relations straining further
18 November 2020
Thoughts For Thursday - Optimism Overshooting Reality?
Is optimism overshooting reality? Plus a look ahead at tomorrow's calendar.
18 November 2020
The Opening Belle - Got Bitcoin?
Uncertainty still the dominant theme this morning. U.S. yields grinding lower, and equity futures slightly in the red. Bitcoin decisively hit $18,000 overnight, but no such decisiveness to be found elsewhere. Ray Dalio is taking note,