Podcast Archive

Marcus Strategy Tuesday 2nd March 2020


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Today we look at Bubbles - there are signs we are "bubbling" - we look at Tulipomania in 1623 and apply the lessons from 400 years ago to see if there is anything to worry about today. Another good day as the 10 year yield peaks and the fears subside. The speculative end of the market from Gamestop to Bitcoin pop up and the game of pass the hot potatoes continues. Jerome Powell's calming words of last week are likely to be repeated today by the RBA who are expected to increase their bond buying program. BHP and RIO holding up well ahead of going ex some big dividends on Thursday. Busy week with a 4th Q GDP number, Trade figures, Current Account numbers and Retail Sales with the main numbers being the US Jobs numbers on Friday. 

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