Market Thinking

making sense of the narrative


Tag: Liquidity

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 ( Links within the article or shown below are to other AFR articles. Read more…

May Market Thinking

Overview – Tide Going Out The liquidity tide is going out. The relief rally from the middle of March has completely unwound, leaving April as one of the worst performing months in Equity markets for years -especially in the NASDAQ. Read more…