We talk about Aussie GDP, declines in household disposable income & savings rates. Also comparing US GCP to GDI and a quick look at Smart Parking Ltd $SPZ

We talked about Australian CPI & monthly sales, Aussie retailer r update and a quick look at REA Group $REA

We talk about S&P500 PE multiples vs inflation, hedge fund mega-cap tech positioning, Aussie labour productivity and a quick look at Pro Medicus $PME

We talked about US CPI, peak Fed funds rate recession signal, S&P excess returns over Treasuries, Aussie Wage Price Index and a quick look at Technology One $TNE

We talked about the latest RBA decision, falling job ads versus rising job applications, Correlation between 10 year Treasury yields and S&P 500 P/E multiples and a quick look at Altium Limited $ALU

We talk about Aussie retail trade numbers and the mounting pressure for the RBA to raise rates and a quick look at Cochlear Ltd $COH

We talk about Aussie CPI, chances of an interest rate rise and take a quick look at CSL Ltd $CSL

We talk about equity multiples vs rates, trucking employment, Aussie builder stress & corporate insolvencies, the unemployment rate and a quick look at ResMed $RMD

We talk about Russell 2000 non-earners, 1987 Black Monday analogs, Australian employment data and take quick look at ChemoMetec A/S $CHEMM

We talked about tanking discretionary spending, future returns for bonds and stocks and a quick look at Croda International $CRDA