monetary policy

Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...

The Reserve Bank has been doing some stargazing lately. Not the kind that sit high in the sky but rather the kind that help it determine how tight or how loose...

While speculating on the future direction of interest rates, currencies, and monetary policy can generate great headlines, it often raises the question; ‘what does...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually...

Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and...

The US equity bull market has just turned the ripe old age of ten. In market years, this is considered old-age. In fact, this bull market is the oldest on record using...

Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results” It is our view that...

Ten years on from the Global Financial Crisis and the threat of another financial crisis in the medium term is now a solid possibility. There are signs of weakening...