Opinion

• Opinion

Luring the enemy into a trap – October 2023 Monthly Wrap

Another proxy theatre of war opens The mainstream commentariat’s assessment of the war between Hamas and Israel is cast in a narrow dimension of a ‘territorial war’. While it is definitely that, and we are not here to take either side, our view is unequivocally that the wider perspective of this war’s role in theRead More

• Opinion

Why the ‘bondcano’ wasn’t a huge surprise | Economic Update

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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• Opinion

The mistakes market strategists are making – What is the magic pudding? | Economic Update

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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• Opinion

Five must-know economic indicators to enhance your investment insight

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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