The assumption held by the bulls is that the AI boom is an unstoppable train, that OpenAI and Anthropic will seamlessly go ...

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 ...

Australia’s housing market is under growing pressure, and further declines in property values could affect more than just ...

I joined Jess Maguire yesterday afternoon on ABC Statewide Drive to discuss the sharp fall in the Australian share market, ...

When you hear people talk about U.S. inflation, a popular narrative is the Federal Reserve (the Fed) is essentially powerless ...

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 ...

In the stock market, equity analysts are typically bottom-up researchers. That means they start their analysis of an ...