The Researched View: December 6

Every Monday morning we deliver a macro investing wrap of the best of the world’s content from domestic and international websites. Here’s what matters for the week ahead: Sydney’s property woes are a test case for the rest of Australia Karen Maley, writing for Business Spectator has written about Sydney’s property market woes, and despite not being directly... Read More

The three ring circus

By David Llewellyn Smith There’s a great piece today by former IMF chief economist, Simon Jonson, in which he argues that: Greece’s EU/IMF program heaps more public debt onto a nation that is already insolvent, and Ireland is now on the same track. Despite massive fiscal cuts and several years of deep recession Greece and Ireland will accumulate 150% of GNP in debt by... Read More

Currency Wars – it must be the kiwi’s

By Bruce Brammall It’s time to admit that I don’t think I’d make a very good traditional soldier. I’m not too good with blood and guts. Not that I get queasy, just that I’m no fan of ER or RPA – people’s insides are on the inside for a reason. If we were supposed to see there, God would have made our stomachs out of glass. But I am no hippy peacenik protestor either.... Read More

The researched view: November 22

Each week, we produce a macro investing wrap of the best of the world’s content from domestic and international websites. Here’s what matters for the week ahead: Would sir care for a pre-bailout appetiser? The Irish bailout is an interesting and different creature to that of the Greek tragedy that befell the world less than eight months ago. The primary reason being that... Read More

The Researched View: November 15

Each week, we produce a macro investing wrap of the best of the world’s content from domestic and international websites. Here’s what matters for the week ahead: Did the US just lose the battle, but win the currency war? Menzie Chinn, writing for US based, Business Insider writes: The narrative emerging in the wake of the G-20 meetings is that, not only is the rest of the... Read More