Bushfires headwind for GDP, Confidence and Government
Devastating bushfires to hit GDP adding to pressure on RBA to cut in February. AUD and Aussie bond yields to remain under pressure. Probability of fiscal spend increases as pressure on the government is increased.
Goodbye 2019, and our guide for 2020 in global equities
2019 was a crazy year that ended very differently from what everyone including us had expected. We take a look at this year's events and also for to expect in 2020