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US political protests, inflation and rising bond yields

US political protests, inflation and rising bond yields

by Admin_CentW | Jan 20, 2021 | Newsletters

Introduction   New years often start with a few events to challenge any calm investors may have achieved over the Christmas/New Year break. Some of these prove short lived like the global growth scare at the start of 2016 or the US inflation and interest rate...
US political protests, inflation and rising bond yields

2021 – A list of lists regarding the macro investment outlook

by Admin_CentW | Jan 11, 2021 | Newsletters

Introduction   2020 turned out far better for diversified investors than had been feared when the pandemic hit triggering plunging share markets and deep recessions, with average balanced growth superannuation funds looking like they have returned around 3%. This...
US political protests, inflation and rising bond yields

The Australian Government’s Mid-Year Economic and Fiscal Outlook – peak deficit has likely been seen

by Admin_CentW | Dec 17, 2020 | Newsletters

Introduction   The Federal Government has updated its budget deficit projections and economic assumptions in the Mid-Year Economic and Fiscal Outlook (MYEFO). Thanks to a combination of stronger than expected economic growth and a higher than expected iron ore...
US political protests, inflation and rising bond yields

Review of 2020, outlook for 2021 – from pandemic to recovery

by Admin_CentW | Dec 9, 2020 | Newsletters

2020 – not what it was supposed to be   2020 didn’t exactly turn out the way I or many expected a year ago. For Australia, the year started badly as severe drought had given way to the worst bushfires on record. But just as the bushfires were receding it gave way...
US political protests, inflation and rising bond yields

Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?

by Admin_CentW | Nov 26, 2020 | Newsletters

Introduction   For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the perceived failure of traditional economic policies to achieve full employment & meet inflation targets, despite at or near zero interest rates. MMT...
US political protests, inflation and rising bond yields

Still The Lucky Country – five reasons why Australian shares are likely to outperform in the year ahead

by Admin_CentW | Nov 18, 2020 | Newsletters

Introduction   In May, in a note called The Lucky Country, I argued that due to Australia’s far better control of coronavirus relative to many comparable countries, a stronger economic policy support response to shutdowns, and exposure to China which was well...
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  • Market Update 22 January 2021
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  • 2021 – A list of lists regarding the macro investment outlook
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