by Mason Stevens | Oct 19, 2020 | Macro & Markets
I’ve used a provocative title today, but the question has been asked of me more and more in recent weeks – where government expenditure as a ratio of our overall national output (spending/GDP) is growing to higher and higher levels. This has drawn...
by Mason Stevens | Oct 7, 2020 | Macro & Markets
On Tuesday evening, Commonwealth government Treasurer Josh Frydenberg delivered the 2020-2021 budget (delayed since May) which was brimming with a mix of measures designed to boost near-term demand as well as lift longer-term growth and economic output. The latter,...
by Mason Stevens | Oct 5, 2020 | Multi-Asset
I’ve wrote the majority of this note on 2-October and since original time of writing, it has been reported that US President Trump and his wife have tested positive for COVID-19 and have begun their 14-day quarantine period. It would be impractical to cover the...
by Mason Stevens | Sep 29, 2020 | Currency & Cash
In Monday’s missive regarding the RBA’s (potential) impending rate cut and alteration of current monetary policy settings, the key sentence for me and a lot of other market participants was “Given the outlook for inflation and employment is not...
by Mason Stevens | Sep 9, 2020 | Macro & Markets
“People say I got a drinkin’ problem But I got no problem drinkin’ at all They keep on talkin’ Drawing conclusions They call it a problem, I call it a solution”...
Recent Comments