Reading/Watching List for Xmas
Whether you’re lounging poolside or hiding from your relatives, here are the books, podcasts, and long-form videos that shaped my thinking this year.
Macroeconomic News: Insights into Economic Trends and Developments
We Need to Talk About the Kevins
If we see a Trump ‘yes man’, short-term US rate cuts might juice American stocks, but they could also send long-term bond yields flying. That ripples straight to our shores.
The Canary is Coughing
US employment data has long served as an early warning system for the global economy. When American workers start losing jobs, trouble tends to follow…For markets, for Australia, and eventually for your portfolio.
A Case for Optimism
James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.
Markets Get Their Shot in the Arm
We’ve become dependent on the Fed’s needle. Every wobble gets smoothed over with dovish speeches and rate cut hints. Another shot in the arm to send stocks higher.
Forget China (at your peril)
While we’ve been navel-gazing, China has been quietly reshaping global trade, flooding markets, and luring back the very investors who fled years before.
