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Macroeconomics trumps geopolitics: China’s share of Australia’s exports surged above 41 % in 6 months to August. Australia is 5th-largest

November 2, 2020

Macroeconomics trumps geopolitics: China’s share of Australia’s exports surged above 41 % in 6 months to August. Australia is 5th-largest exporter to China and one of the advanced economies to be most reliant on China. China recovery is paramount.
ft.com/content/093d8c… https://t.co/aYBCWcQXLl

World of containers: 35 m are in use globally 170 m trips pa 55 m empty trips Shipping lines own

November 29, 2020

World of containers: 35 m are in use globally 170 m trips pa 55 m empty trips Shipping lines own 1/2 Rest owned by lessors

Open-ended mutual funds invested in higher yielding but illiquid corporate bonds, whilst offering same day redemption are a big run

November 29, 2020

Open-ended mutual funds invested in higher yielding but illiquid corporate bonds, whilst offering same day redemption are a big run risk! In March 2020 the

Standardizing for education, Black and Latino workers face consistently higher rates of unemployment in October 2020 than their White counterparts

November 29, 2020

Standardizing for education, Black and Latino workers face consistently higher rates of unemployment in October 2020 than their White counterparts in US labour market. @EricMorath