Macro-economic

Federal Reserve Meeting / Australian Banks (ANZ) / Amazing Amazon

More no doubt later on defence, security, telecommunications, Belts and Roads, the Arctic...but note the trade numbers:

"In the absence of an outright recession, this action would remove much of the downside risk facing the equity market. In fact, bulls will point out that the equity market surged 14 per cent in the six months that followed Alan Greenspan’s first “insurance” cut in 1995."

The speed and magnitude of the moves reaffirm the requirement for investors to hold core investment beliefs that are flexible and firmly held at the same time.

In partnership with Natasha Nankivell and Global Alternative Funds (GAF), NJR Partners invites commitments to GAF PC 2019 an unlisted Australian unit trust investing in Bain Capital’s Global Direct Lending Fund 2020 (BGDL 2020 - 60%) and Distressed and Special Situations 2019 Fund (BDSS 2019 - 40%).