Thoughts and Observations
There’s a lot going on in the financial world at the moment. Quite a lot in the “real world” for that matter. There’s so much to talk about that I don’t quite know where to start. With that in mind, I want to just touch on a range of things that are sloshing around in […]
I guess we’ll wait and see
To say there’s a lot going on at the moment is a bit of an understatement. There’s so much to talk about. Yet, like I sense most of us in finance-land are feeling right now, I’m feeling a bit lost for words. A bit exhausted. Of course, it’s one of these “fast-moving” environments where things […]
Leaning In…
Welcome to 2025. It’s still summer here in Australia, the year just passing its unofficial starting point being Australia Day. My family and I had a busy, yet relaxing, Christmas period. Lunches, drinks, dinners, more drinks… There was the catch-ups with friends and acquaintances – several of which are home for a visit given their […]
Macro Crosscurrents
It’s an exciting time in financial markets. According to many respected macro observers, there’s a sense that we’re on the cusp of change… a shift in “what’s working”… potentially a profound shift…
Meanwhile in China
Things are heating up again within the Chinese economy. And not in a good way… China is our largest trading partner and what goes on in their economy has an appreciable impact on us.