US election

The US Midterm elections are underway and markets have a preferred horse in the race - the GOP. If that horse gets up in one house of Congress, expect stocks to...

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...

Local market was aimless and volatile all day before ending slightly positive. We were catching up from yesterday’s ASX shutdown after the first 30 minutes. US market...

Although still subject to some legal disputation, markets so far have confidently concluded that Democrat Joe Biden will be the next US President. This note assesses...

In this video, Talaria CIO Chad Padowitz talks through some of the impacts of a Biden win on global markets, including the recent Pfizer announcement of a potential...

Investors could be forgiven for missing the RBA’s latest cut that saw the local cash rate plumb new depths of 0.1%, given competing headlines from the Melbourne Cup...

A podcast double-header this week, thanks to an election special on the day of. Scroll down for a summary of each episode in various formats. Additionally, timestamps...

The US election outcome is largely irrelevant for investors, whose focus should remain on the race for a COVID vaccine; structural and transient trends flowing from...

The Australian dollar is emerging stronger from what was always likely to be a volatile week. It dipped under 70 cents on Monday, its weakest point since July. Then on...

In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and...