A Food Shock Is Coming
While energy is making the headlines in terms of the economic impact of the war, food supply is equally in jeopardy. It’s important to understand that food on your table is one end of a long and complex supply chain.
Latest
Energy Wars Could Boost This ‘Boring’ Sector
On Friday evening, Russian Gazprom said it would have to suspend supply from Nord Stream 1 ‘indefinitely’ for repairs after finding an oil leak.
Bonds, Lame Bonds
Bonds — and the interest rates they reveal — tell us which way the strong undercurrents are running. They measure (indirectly) how much capital is available and (directly) how much it costs.
The Consequences of Blindingly Stupid Policies Are Becoming All Too Apparent
With the RBA expected to increase rates today, we’re told of ‘more interest rate pain’. For whom? Certainly not for those who have savings.
The Cheapest Stocks on the ASX
What are the cheapest stocks on the ASX right now? One way to find out is to filter stocks by the Price-to-Earnings ratio (P/E).
The US on the Verge?
When push comes to shove, we predict, the Fed will buckle under demands to ‘pivot’ towards a looser monetary policy. But that’s still somewhere in the future; today, we look at where the ‘shove’ might be.
