corona virus

Latest news and analysis on corona virus

Macro

Central banks vs fundamentals - making sense of the price action

In the AFR this weekend, I write that many investors who exited assets in March, or who felt they profited from the catastrophic price falls in the first few weeks of...
Christopher Joye
Coolabah Capital
Equities

Will COVID-19 end the bull market?

The coronavirus (COVID-19) represents the first test of the global market in 2020 and the event that will probably bring this mature bull market to an end. In the last...
Geoff Wilson AO
Wilson Asset Management
Macro

RBA cuts to 0.50%

What a difference two days can make. When markets closed on Friday night, RBA Cash Rate futures were pricing in an 11% probability of a reduction in interest rates. By...
Anthony Doyle
Anthony Doyle
Firetrail Investments
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