economics

Latest news and analysis on economics

Education

Media worth consuming – October 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – September 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Education

Media worth consuming – August 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – July 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – June 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – May 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – April 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – March 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Macro

Stock market records are tumbling! The low-down on new Fed messaging and where rates are headed in 2024

Stocks and other risky assets are soaring as the FOMC keeps US rates on hold. What is the likelihood and timing of potential US rate cuts?
Carl Capolingua
Livewire Markets
Asset Allocation

Soft landing or recession? These 3 economic indicators will tell you the answer

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.
Isaac Poole
Ascalon Capital
Education

Media worth consuming – February 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – January 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media Worth Consuming – December 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Signal or Noise

The big signals every investor should watch ahead of 2024

Signal or Noise takes a look at the year that was 2023 - and prognosticates about what might happen in 2024.
MQG
+2
Hans Lee
Livewire Markets
Education

Media Worth Consuming – November 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Fixed Income

Watching grass grow

On fixed rate bond exposure, now is not the time to have zero, but it is not the time to fill your boots.
Charlie Callan
BondAdviser
Asset Allocation

Three indicators that point to recession, and what you should do about it

The Fed has taken interest rates to restrictive levels. The risk of recession is growing. It is time to reduce risk, and build resilience.
Isaac Poole
Ascalon Capital
Education

Media Worth Consuming – October 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

This Aussie small cap is doing its bit to solve Australia's housing affordability crisis

...and is generating strong returns for shareholders while doing it.
APZ
Chris Robinson
Firetrail Investments
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