Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little less dramatic given that this is something we have forecast for some months now.
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The common theme of market strategists over the past 6 months – basically since the Credit Suisse and Silicon Valley Bank events in March – is that the global economy will face a credit crunch that causes a recession. Even though this has been subsequently and self-evidently shown to be an incorrect forecast, the same
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Another rough week for the now very stale bond bulls that show a startling level of misunderstanding of inflation. The reality is something we have written about many, many times since our first early warning in June 2020
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Investing goes beyond analysing individual company data; it also involves staying informed about the broader macroeconomic factors and conditions that affect the investment landscape. Important economic indicators for Australian investors includes: (1) Interest Rates Interest rates affect the cost of borrowing money. When rates are low, consumers are more open to spend and take on
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Imagine a world where the conveniences of smartphones, microwaves, social media platforms like Facebook and Instagram, online booking systems, precise navigation with Google Maps, contactless payments, and seamless phone calls cease to exist. If this scenario seems unsettling, you’re not alone. Our lives are intricately intertwined with the digital realm, and this interconnectedness hinges on
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