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Active (8)Global Markets
Global stocks remained in a upbeat mood last week, still basking in the after-glow of the US-China trade deal and continued encouraging signs of stabilisation in the global growth slowdown….
Sell the fact?
Global Markets
Two major market concerns appear to have been resolved over the past week, with US President Trump concluding his “phase 1” deal with China and the UK Conservatives romping to victory and making certain the UK’s “soft exit”…
AFR Article: The risk of relying on consumer re-leveraging
The following is a copy of a contributed commentary for the Australian Financial Review on Friday 6 December 2019.
Consumer have stopped spending
This week’s September quarter national accounts proved at least one thing –…
Off Again On Again
Global Markets
Global equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than expected US manufacturing survey and –…
Market Trends: December 2019
Reading time: 4 minutes
Key Global Trends – optimism prevails
Ongoing hopes of a US-China trade deal and signs of stabilisation in the two-year global growth slowdown allowed risk-on investor sentiment to prevail during November –…
RBA to cut to 0.25%
Global Markets
Wall Street hit new record highs last week with investors remaining ever hopeful of a trade deal. On that score, the latest titbit of information was China’s pledge to tighten protections for intellectual property. …
Mixed Signals
Global Markets
Mixed signals with respect to progress in US-China trade talks saw global equities and bond yields ease back last week. Otherwise there was relatively little to focus on, apart from the fact the Markit US service and manufacturing indices were a bit better than expected on Friday. …
QE is coming
Global Markets
Global markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the contrary is encouraging as it suggests both parties are still at least talking….
Why the $A could be headed to US62c
Reading time: 4 minutes
Despite a likely improvement in the global economic outlook in 2020, this note explains why the $A may well slip further next year –…
$A heading to US62c
Global Markets
Global equities continued to rally last week, buoyed by ongoing hopes that the US and China will eventually conclude a trade deal – despite some uncertainty over whether existing tariffs will be rolled back or not. …
Market Trends: November 2019
Key Global Trends – equities still pushing higher
Major trends across the four major markets we track above remained unchanged last month, with global equities, gold and the $US still pointing up,…