Rates up, and another bank failure. May 5, 2023
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Description
– Rates, cigs up
– The political commentary is ever more unhelpful
– US rates, too, and Powell flags a recession
– Who is responsible for unemployment?
– What are the implications of the First Republic collapse?
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Published 05/04/24
Published 05/04/24
– Warren Hogan says rates could rise three times this year
– Retail sales fall
– Bonza fails
– BHP makes a pitch for Anglo American
– The best way to allocate capital
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Published 05/03/24
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