The USA economy is a part of the World economy which has been expanding at a faster clip that the US economy which is trying desparately to catch up. This article confirms the tendency for US commentators to take a US centric (myopic) view rather ...

The hypothesis is that each and every stock has its own risk profile which will be reflected in its market price. Clearly it is easy to outperform the market as a whole if you bias your portfolio towards more risky stocks than the index. Any stock ...

This is a poor description of the issues in Japan. Consequently the question is a nonsense. Briefly Japan is not a market economy as you might find described in any basic textbook. Markets in Japan are subject to extensive and intensive Government ...

How embarrassing that IF you achieve 3.2% that will be a 21 year record! JPY is a sell assuming 'safe havens' can't fly forever. Merry Christmas.

This is good news but is also a reminder of the glacial pace of progress towards a world without idiotic barriers to trade. The agreement between Australia and New Zealand referred to began in the 1980s and grew quickly nourished by success. I don't ...

The previous low in Jan 2020 was 2.6% unemployment rate - not mentioned. Also US analysts forget we live in an open world economy where the other 80% can sell to us everything we need at below USA prices, no problem. Imports from China are only $450 ...

Sadly, US analysts forget we now live in an open world economy and the other 80% has everything you need at much lower than USA prices. Why is this not mentioned??? Larry believe in winters to offset the summers.

The impacts of the Pandemic on supply chains and consequently on "inflation" (CPI rate) have been very poorly covered at least by easy access by the internet. If you come across a really good one please send me the URL at ...

"extraordinary measures the SNB has had to take to ensure price stability." Means government intervention in the free markets for currency exchange which have been going on now for over 10 years. Free markets are really good when they work in your ...

This is again the wrong use of the word 'inflation' which does not apply to a situation in which supply chains have been disrupted by the Global Pandemic and its direct and indirect effects of demand and supply patterns around the world. Global ...

Headline is misleading. Suggests inflation no longer transitory. Not the intention at all.

'Normalisation' is a word which flowed out of the US financial crisis which remains to be explained and understood fully, perhaps never. There are only 3 financial asset classes - money, bonds and shares. The crises were concerned mainly with the ...

Irrelevant isue

This article suggests the statistical news is a problem. What is the problem exactly? China still has a huge labour productivity gap with the modern world, low wages and the problem is quality and not quantity. The low birth rate means a significant ...

The negatives of the Pandemic have returned in earnest and forced changes against a positive view of global economic recovery momentum. Major signals from the forex markets since the start of the month are: 1. Forget commodity currencies for now ...

Any brief comparison with another decade is doomed. This article emphasises loose monetary policy which has been criticised for more than ten years now without any real inflation scare. Of course, a real inflation scare will come along sometime but ...

China GDP is 7 to 10 times larger than Russia GDP. It matters!

Russian economy is now smaller than Australia's and no longer a major power unless it pushes up against the boundaries of other countries. Also China is very much against these kind of Russian strategies and China cannot be ignored as in the old ...

Some bearish signals for NZD include: narrow gap with AUD; political support for Government slipping badly; diviseness within electorate - Pandemic, human rights under pressure, Labour painted as Big Communist Brother, global economy softening ...

Even some old experienced guys forget that the world is important and not just USA economy (as though it were a fortress economy immune to external developments). The world has tremendous excess capacity across the board which is available to keep ...