Market Thinking

making sense of the narrative

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Tag: China Trade

Aussie Dollar moves from Commodity to Currency

The following is based on an article submitted to the Australian Financial Review for this weekend. As such it obviously has an Australian angle, but one that is also important for investors understanding how the new RCEP trade bloc is Read more…


Modest good news has an exaggerated impact.

As Mark Twain once said, “it’s not what you don’t know that kills you, it’s what you know for certain to be true that turns out not to be”. As such, the sharp response in markets to assorted mildly positive Read more…