An open letter to Woolworths CEO, Grant O'Brien
Much hinges on Woolworths’ investor strategy day on Wednesday, in light of the stock’s poor performance in recent months. In an open letter penned...
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KVP'S MACRO TAKE: NFP COULD SPELL MORE PAIN FOR USD, MEANWHILE WATCH THE RBA CUT ON TUE APR 7
DXY is dwn -3.8% over the past 3wks with bearish sentiment returning post NFP miss – will the Fed wed mins curb or accelerate sentiment?I expect...
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Further rate cuts no saviour for Australian domestic cyclicals
Although still in its infancy, 2015 has so far been a frenetic one for central banks around the world, in what has been a series of synchronised...
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