Double trouble: the path to 52 million Australians
Australia’s population is booming, but what are the societal, economic and investment implications of this growth?
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Tag Archives: Podcast
16.08.2023 Weekly: Chinese Weakness, Energy and Inflation, Global Currencies, and Market Consolidation
CEO/CIO CW reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation
02.08.2023 Weekly: U.S. Downgrade, Earnings Season, and Seasonal Weakness
CEO/CIO CW discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch
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27.07.2023 Weekly: Banks, GDP, and Deploying Cash
CEO/CIO CW examines the July bank rally, strong GDP print, and deploying cash in SCV
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Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning
CEO/CIO CW shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights
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01.06.2023 Weekly: Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness
CEO/CIO CW joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness
17.05.2023 Weekly: Debt Ceiling, Rate Pivot, Market Ranges
EO/CIO CW covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here
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04.05.2023 Weekly: Fed Tools, Bank Troubles, Regionals, USD, and Debt Ceiling
CEO/CIO CW joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.
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18.04.2023: Base Case, Data Points, and Saudi – Iran Relations
CEO/CIO CW reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
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23.03.2022 Weekly: Fed Communication, Rate Direction, Insuring Deposits
CEO/CIO CW breaks down the latest from yesterday’s Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.
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