Independent economic research and investment strategy firm Variant Perception (VP) has shared its latest market musings, and the phrase “generational equity top” got a run. The equal-weighted Value ...
With the Bloomberg Aggregate Bond Index yielding around 5.5 per cent to six per cent, cash yielding over four per cent, and ...
In the stock market, equity analysts are typically bottom-up researchers. That means they start their analysis of an ...
The narrative surrounding global equities is subtly shifting. Once dominated by momentum-driven optimism, especially for ...
I joined Jess Maguire yesterday afternoon on ABC Statewide Drive to discuss the sharp fall in the Australian share market, ...
I joined Andrew Geoghegan on Ausbiz to discuss persistent inflation in the U.S., the impact of rising wages and services ...
Australia’s housing market is under growing pressure, and further declines in property values could affect more than just ...
When you hear people talk about U.S. inflation, a popular narrative is the Federal Reserve (the Fed) is essentially powerless ...
After cutting their cash rates in the latter part of 2024 and 2025, the Central Banks of Australia, the U.S., Europe and New ...
This week, I am back with Nicola and Di for our series Over The Money Fence. This series aims to help you take control of ...
Michael Burry, the Wall Street legend made famous for shorting the 2008 U.S. housing bubble in Michael Lewis’s book The Big Short, is ramping up his short thesis again, while taking direct aim at the ...
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