One of the most fascinating aspects of the SVB collapse and the subsequent bank runs is how quickly global bank regulators abandoned carefully worked-out ‘bail-in’ rules and reverted to a weird hybrid of bail-in and old-fashioned bailouts. The putative result was short-run calm. The real result was total confusion among bank depositors and a further loss of confidence in the whole banking system.
Sometimes, to figure out what’s not priced in, you must identify what already is. With that in mind, this week Greg and I unpacked the latest Fed decision and surprising moves in the US stock market.
Look beyond China’s slowdown to the new global growth engine: India…why the most populous nation in the world is undertaking a unique development approach…how the need for physical infrastructure could lead to a need for Aussie resources…and why investors should start preparing now for this potential mining boom…
We are reviewing a ‘pivot’ in recent US history. It was the moment when the military/industrial/spook/congressional complex — the most powerful industry in the world — took control of US politics…and the empire took on a life of its own.
Would you agree with me that if the Australian Government is a plane, it’s fast losing altitude? Most of you are used to the slow rot but it didn’t feel like the bottom is going to fall out from underneath. But last week’s events should get you thinking differently. Could this spell the beginning of ‘The Australian Awakening’? Read on to find out how you can get ahead of this.
Fed blinks as market wagers fight with inflation may be won…why investors next worry may the growing deflation in China…how the mainstream is preparing for a slowdown in related assets…and why it could present a fantastic buying opportunity for contrarian investors…
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