In my ninth (and final) information put up for 2025, I have a look at money…
Tag: Update
Musings on Markets: Knowledge Replace 8 for 2025: Debt, Taxes and Default
There’s a purpose that each faith inveighs towards borrowing cash, pushed by a historical…
Musings on Markets: Knowledge Replace 6 for 2025: From Macro to Micro
Within the first 5 posts, I’ve appeared on the macro numbers that drive international markets,…
Mortgage replace: New mortgage limits for 2025
The Federal Housing Finance Company (FHFA) is elevating the baseline conforming mortgage restrict (CLL) for 2025…
Musings on Markets: Nation Threat: A July 2023 Replace!
I’ve checked out nation danger, in all its dimensions, in direction of the center of every…
Musings on Markets: Knowledge Replace 2 for 2024: A Inventory Comeback
Heading into 2023, US equities seemed like they have been heading right into a sea of…
Musings on Markets: Knowledge Replace 3 for 2024: Curiosity Charges in 2023
In my final put up, I checked out equities in 2023, and argued that whereas they…
Musings on Markets: Knowledge Replace 4 for 2024: Hazard and Alternative
In my final information updates for this yr, I appeared first at how fairness markets rebounded…
2024 Australian assist spending and effectiveness replace
Overseas assist was elevated by 4% over what had been projected final yr to carry the…
Musings on Markets: Information Replace 5 for 2024: Profitability
In my final three posts, I regarded on the macro (fairness threat premiums, default spreads, threat…