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

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

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

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.

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

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.

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'

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.

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

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.