Economy

Australian miners are uniquely positioned to benefit from recovering demand for steel in China.

Out of uncertainty, volatility, and fragility will emerge opportunity.

We expect the risk focus will shift as earnings downgrades gather pace.

Bond yields are also now at very attractive levels – the 10-year UST is at its highest rate since 2008.

What is it that makes Australia so strong? Is it just dumb luck?

US and UK inflation data, central bank meetings, and Australia employment figures will be key for investors.

Tesla remains the 5th largest stock in the S&P index after losing $500bn in market capitalization in the last 12 month.

Not a lot of people have been invested in an inflationary environment before.

Non-farm payrolls data may reinforce the notion that the Fed will take more cautious steps from here.

Economic downturns are part of a business cycle that will eventually end.