Finally, I get to chat with George!
In our latest market update we look at the reflation rotation clearly underway in the US, as well as the nonsense relating to the...
APRA released their Macro-prudential Framework for consultation. We look at their approach, and consider the implications. Spiced wet lettuce comes to mind! https://www.apra.gov.au/news-and-publications/apra-sets-out-framework-for-using-macroprudential-tools-to-promote-financial The...
Something weird is afoot. There is much talk of falling inflation, moderating wages, record-low unemployment and possible soft landings. Yet some on Wall Street...