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Insight - Making Sense of the Narrative


Nice to be back in the studio with David and Vanessa this morning- so much better than the Zoom calls! Nice of Bloomberg to send a link through as well.

A quieter end to the month as oversold conditions are at least stabilising if not obviously (yet) reversing. This has been a steady slide, rather than a crash per se, but markets remain fragile.

This weekend we had another article in Australian Financial Review.

The collapse of Crypto is important, but likely not as significant for markets and economies as the collapse of the Unicorns from a supposed $3.7tn valuation to…a lot less.

The world of FX reserves has been upended over the freezing of Russia’s assets in a way not seen since Nixon closed the Gold Window in 1971.