Market Thinking

making sense of the narrative


Category: External Press

Why Savings are like Autos

I am delighted to be working with Lawrence Lever and his team over at CityWire in a series of fortnightly pieces on Thematic Investing under the moniker of Market Thinker (a bit of nominative determinism there). The following is by Read more…

The inflationary consequences of Zero..

Hot on the heels of our new Thematic slot at CitiWire, we were asked to do one of our semi regular pieces this weekend for the highly regarded Australian publication AFR. Below we reproduce the draft sent in as the Read more…

Australian Financial Review

my article on US Shadow Banks in the AFR last month. Apologies for the firewall. Bottom line is that the Fed have a much bigger Shadow Banking Problem to deal with than even the Chinese do.