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September 27th, 1983. What comes to mind? What if I include the quote from Bob Hawke? “Any boss who sacks a worker for not turning up today is a bum”. If you are over...

Although much of the focus remains on the February market activity, a tipping point between unemployment and inflation in the US approaches and so inflation remains a...

Last week, the White House announced tariffs on imported steel and aluminum of 25% and 10% respectively – a move that sparked global indignation and threats of a trade...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

Local market bounced back on positive US and China economic data. The local business capex outlook data was positive but the weak consumer sentiment shows that one has...

As usual with a big fall you can analyse the overnight news and debate whether the drop is warranted, but when it comes to a free market that rides on sentiment the...

US ten-year bond yields have fallen approximately 25bp since March and are at around 2.1%. Australian government bond yields have likewise fallen by around 60bp to...