The “Restart” theme continues

The “Restart” theme continues. Bondi Beach is about to open, various States in the US are planning their re-openings and its fair to assume that the dominant theme for the stock market amidst the horrific/predictable/discounted economic headlines is getting the local and global economies back on the move. Generally happy to be in the market.…

Economic restart

BULLET POINTS The low point is surely behind us as the headlines turn towards ECONOMIC RESTART. But not so quick…. Boris back in charge – Boris is back on the microphone this morning making it clear that the UK are not going to prematurely lift social-distancing requirements and asking UK citizens to contain their impatience.…