We look at the latest trends on Australian Bonds, Credit Markets and the recent IMF paper on negative interest rates - which they link to the need to restrict cash. This will not end well.
https://www.imf.org/external/pubs/ft/fandd/2020/03/what-are-negative-interest-rates-basics.htm
I discussed the latest macro with Steve Van Metre, from the US. What are the current market signals saying: how will it play out?...
There is massive wealth tied up in Australian property, but there some important questions which follow from this, especially given the expectation of inter-generational...
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