Market Thinking

making sense of the narrative

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Tag: Pricing power

Market Thinking April

 Unforced Errors Overview April marks the start of the second quarter as well as the start of the new financial year for many and while the Ukraine crisis has thrown up new challenges – not least in eating as well 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…