by Mason Stevens | Apr 7, 2021 | Macro & Markets
If there is anything that the central banks have learned – especially our RBA – since the 2007/2008 Global Financial Crisis (GFC), it is that monetary policy is more effective when it is transparent and understood by financial markets. Gone are the days...
by Mason Stevens | Mar 31, 2021 | Macro & Markets
In the background behind any cyclical, short-medium term investment analysis are structural factors influencing a myriad of macro-economic variables, which affect portfolio returns. One such structural force that I tend to focus on is demographics, writing notes such...
by Mason Stevens | Mar 22, 2021 | Macro & Markets
The world is now into month four of COVID-19 vaccinations, and we’re one month since starting the inoculation process in Australia. It’s also been one month since our last update. On 22-Feb: there was 186mln doses administered worldwide across 82...
by Mason Stevens | Mar 17, 2021 | Macro & Markets
Title: The USA’s New Plans for Asia Pacific While financial markets have been focusing on; bond markets sell offs,equity market earnings season,COVID-19 vaccine rollouts,cryptocurrency developments, the United States has been rolling out a comprehensive...
by Mason Stevens | Mar 10, 2021 | Macro & Markets
International Women’s Day (IWD) is not new. Its origin dates back to February 28th 1909, thanks to the Socialist Party of America in New York City. Attendees cited the need for a reoccurring and more formalised event with credit to a 15,000 woman march in 1908...
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