Wry & Dry #22-26 “Full support of the board”. Review of the review. Playing Trumpster.
UK PM Starmer would prefer his dinner companion to his cabinet colleague, Rachel Reeves. The Victoria government review of a review fails to move the fiscal needle. Not only is Tsar Vlad playing Trumpster but also are Zelensky and the EU. Emperor Eleven’s condom edict.
Gold, a quiet week of research and ABS National Accounts (i.e. GDP data)
Following a week in Perth, the Investment team expanded its research efforts by attending the UBS Industrials Melbourne Corporate Day—an efficient forum that brings together a wide range of companies in a single sitting.