News

 

No recession!

posted 16 Aug 2019, 14:32 by Ronald Bewley

We argue our case for no imminent recession in the US in our Weekly that we just posted under the Market Updates tab.

Trump continues to unsettle

posted 9 Aug 2019, 16:21 by Ronald Bewley

Economic data were fine but Trump stirs the pot. Read our take in the Weekly we just posted under the Market Updates tab.

US jobs didn't need a rate cut

posted 2 Aug 2019, 15:42 by Ronald Bewley

A lot went on this week. We attempt to unpack it all in the Weekly we just posted under Market Updates.

Yet another good news week with more to come

posted 26 Jul 2019, 15:34 by Ronald Bewley

US growth came in at 'a beautiful' 2.1% and the markets rallied. Read our take in our Weekly that we just posted under the Market Updates tab.

It's good news week

posted 19 Jul 2019, 15:41 by Ronald Bewley

We are leaning to increase our weight to upside risk on the global economy! Read our take in the Weekly we just posted under the Market Updates tab

New highs for Wall Street

posted 12 Jul 2019, 16:01 by Ronald Bewley

It's been a big week for central bankers. Read what we make of it all in the Weekly that we just posted under Market Updates.

1% off record high!

posted 5 Jul 2019, 16:38 by Ronald Bewley

The ASX 200 is only 1% off a record high but danger signs are starting to form. Will Lowe and ScoMo save the day? Read all about our views in the Weekly we just posted under 'Market Updates'

Another bumper FY just ended

posted 28 Jun 2019, 15:42 by Ronald Bewley

We are not in the camp of selling out early just in case - and FY19 supported our view again. But what for FY20? Read our take in the Weekly we just posted.

and central banks keep giving

posted 21 Jun 2019, 16:36 by Ronald Bewley

All looks well in spite of a new all-time high for the S&P 500 but the ASX 2000 did close above the sell-signal last Wednesday. Read our take in the Weekly that we just posted

The rallies continue

posted 14 Jun 2019, 15:13 by Ronald Bewley

We're looking sweet for a reasonable FY 19 and 2019 is looking decidedly tasty. Read our take in the Weekly that we just posted.

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