My latest Friday livestream covered:
- accelerating NZ inflation and the implications for interest rates of accelerating inflation in advanced economies more broadly;
- the great Australian reopening and booming job vacancies (i.e. as noted by the National Skills Commission “Nationally job advertisements are up by 36.2% (or 60,800 job advertisements) compared to levels observed prior to the pandemic”); and
- the extraordinary Bitcoin narrative which is being reinforced by the introduction of Bitcoin-exposed Exchange Traded Funds.
You can download Michael Knox’s excellent note on the oil price I mentioned in the livestream here:
Also, check out this great note (which I quoted in the livestream and which I’m guessing was written by Pete Wargent) in the BuyersBuyers newsletter from yesterday:
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