What happened to all the worries about rising inflation and bond yields? Goldilocks, tariffs, Turkey & other things
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July 2018 Market Update 24/07/2018
The US economy – does the flattening yield curve indicate recession is imminent?
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June 2018 Market Update 14/06/2018
China’s economy is pretty stable – but what about high debt levels and other risks?
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April 2018 Market Update 19/04/2018
US China trade war fears - Q & A
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March 2018 Market Update 14/03/2018
The Australian economy – five reasons growth will continue but unlikely to be enough to justify rate hikes until 2019
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Correction time for shares?
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2018 – a list of lists regarding the macro investment outlook
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Bubbles, busts, investor psychology … and bitcoin
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Where are we in the global investment cycle and what’s the risk of a 1987 style crash?
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The Australian economy bounces back again - five reasons why some further pick up is likely and implications for investors
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