Recession risk continues to increase, and the actions of the US President are not helping. Escalating the trade war through further increases to tariffs and sledging of his own Central Bank are causing concerns in market both in the US and more broadly.
Click here to read the article.
Hindsight is a wonderful thing and given the events over recent days it could be suggested that July was the calm before the current storm.
Click here to read the article.
The Financial year ends on a positive despite ongoing concerns around the China/US trade war, weakening global growth and the Brexit saga.
Click here to read the article.
Share markets may see further declines in the short term due to the imposition of tariffs from both China and the US along with further market uncertainty as negotiations continue around trade.
Click here to read the article.
The resurgence of global market has continued in April with lower volatility and US equities heading back to all-time highs. While economic data continues to be mixed with some signs of softening markets continue to rise as the potential for further rate rises has all but been ruled out.
Click here to read the article.
Conflicting signals between volatility in equity markets and bond yields – who will be correct? Despite commentators suggesting volatility will remain high, 2019 has seen volatility markets fall to rather low levels.
Click here to read the article.
The Australian economy, so resilient for so long, is clearly now seeing meaningful weakness. Economic growth on a per capita basis (i.e., per person) shrank both in the September and December quarters as evidenced by yesterday’s data release.
Click here to read the article.
A new year, a new direction. Markets overcame their concerns from 2018 and moved in a positive direction in January.
Click here to read the article.
December failed to produce the much hoped for Santa rally and was yet another challenging month in what turned out to be a difficult year for investors.
Click here to read the article.
As we move toward the festive season respite for investors may be coming given developments on trade with China, as discussed below, combining with some clarification from US Federal Reserve Chair Jerome Powell where he indicated that rates are “just below the broad range of estimates of the level that would be neutral for the economy.”
Click here to read the article.