Market Thinking

making sense of the narrative

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Tag: AFR

AFR Article

This weekend we had another article in Australian Financial Review. It is behind a paywall, so we reproduce it here. Nowhere to hide as Fed liquidity evaporates (afr.com) Links within the article or shown below are to other AFR articles. Read more…


AFR Article

The latest piece for Australian Financial Review (AFR) is up. Since it’s behind a paywall I have posted it below. The links shown are to other related AFR articles. Subscribers can simply click the link or the link here for Read more…


AFR Article

The great bond bear market is long overdue Every month or so we contribute something on markets to our friends at the Australian Financial Review. Given it is behind a paywall, many of our readers – and especially those outside Read more…


Australian Financial Review

The following is a short article written for the Australian Financial Review summing up the current situation in markets. https://www.afr.com/markets/equity-markets/long-term-investors-need-to-look-through-short-term-confusion-20211212-p59gur Opinion Long-term investors need to look through short-term confusion Mark TinkerDec 12, 2021 – 11.49amSaveShare Long-term investors could be forgiven Read more…


Australian Financial Review

For those with a subscription, the link to the latest AFR piece is below. What you thought you knew about investing in China is wrong The reality is that under Xi Jinping, the where and how of investing in China Read more…


Inflation is about Balance sheets.

The following is based on an article submitted to the Australian Financial Review, hence the bias towards Australia and UK in the commentary. Their site is behind paywall and the following is also unedited (by them). We have long used Read more…