Post Image for Inflation, Policy Shifts and a More Fragile Cycle

Inflation, Policy Shifts and a More Fragile Cycle

An Inflationary Expansion — For Now The global industrial recovery continues to broaden,… Read More

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Technical and strategy update

Superannuation Division 296 The Better Targeted Superannuation Concessions Tax, commonly referred to as… Read More

Post Image for February 2026 Reporting Season & Portfolio Update

February 2026 Reporting Season & Portfolio Update

As reporting season has drawn to a close, I was hoping to write a… Read More

Post Image for Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Recent market moves have been far more about rotation than deterioration. The ASX 200… Read More

Post Image for Inflation, Private Credit, and Key U.S. Developments

Inflation, Private Credit, and Key U.S. Developments

On Melbourne Cup Day, while everyone else was busy placing bets, the market sat… Read More

Post Image for U.S. Economy: A Puzzle Without a Picture

U.S. Economy: A Puzzle Without a Picture

The economy today looks less like a finely tuned machine and more like a… Read More

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