In recent weeks, there have been four economic and political factors that are highly significant for asset market psychology and therefore the direction of markets. - Japan slipped into negative economic growth in the December quarter; - The European Central Bank flagged that it will stimulate further as deflationary pressures increase; - The Australian taxation debate has drifted once again into a fog of uncertainty; and - Australia’s population passed 24 million. Let’s consider each and develop a view on what they might mean for markets. (VIEW LINK)
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