Denying Deflation; Definitely Dangerous

From Stephen Pope, Managing Partner, Spotlight Ideas Economic sentiment rose to 101.2. Business Climate Index increased to 0.37. Consumer expectations for CPI declined to 13.6. German CPI falling; R2 with Eurozone 0.8929. ECB must act on March 6th. This penultimate day of February delivered a mixed bag of news for the Eurozone.  On the positive […] Read more »

Bridgewater Associates and the Aussie Dollar

Introduction by Simon Kerr Over the last decade Bridgewater Associates has managed an unusual feat – adding a lot of value to its investors at the same time as adding a lot of assets under management. In doing so it has hit some notable milestones in the last year – it is now by some […] Read more »