In my article for The Australian, I explore why global bond yields continue to rise while equity markets remain largely ...
In the past six years, French Government ten-year bond yield has jumped from negative 0.3 per cent to 4.9 per cent, the ...
The narrative surrounding global equities is subtly shifting. Once dominated by momentum-driven optimism, especially for ...
With the Bloomberg Aggregate Bond Index yielding around 5.5 per cent to six per cent, cash yielding over four per cent, and ...
I joined Andrew Geoghegan on Ausbiz to discuss persistent inflation in the U.S., the impact of rising wages and services ...
After cutting their cash rates in the latter part of 2024 and 2025, the Central Banks of Australia, the U.S., Europe and New ...
I joined Jess Maguire yesterday afternoon on ABC Statewide Drive to discuss the sharp fall in the Australian share market, ...
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 ...
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 ...
In the stock market, equity analysts are typically bottom-up researchers. That means they start their analysis of an ...
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