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ActiveGlobal Markets Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond yields also dropped back while the…
Olive Branches
Global Markets Global equities continued to recover last week, buoyed by ongoing signs of a thawing in the frosty trade relations between the United States and China. Each side offered…
Trump’s time to throw in the towel?
News overnight that the United States and China would resume trade talks has understandably lifted the spirits of global investors. To my mind, the new twist in the trade saga…
Market Trends: September 2019
Reading time: 5 minutes Key Market Trends – trade tensions return August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs…
Weak GDP Ahead
Global Markets After a very worrying start, global equities eventually recovered over the course of last week – thanks to no immediate Chinese retaliation to Trumps’s latest tariffs hikes and…
Dealing with Doomsday: 3 ways to hedge against a worst-case market scenario
Reading time: 5 minutes Given the ongoing trade war and slowing global growth, many investors are understandably concerned about the market outlook. While I feel a ‘doomsday’ scenario is unlikely…
Trade Fury
Global Markets While hopes of a stabilisation in trade tensions and more policy stimulus (with talk of a US payroll tax cut and German fiscal action) helped to buoy equity…
Unnerving Inversion
Global Markets Inversion of a key US yield curve measure (the gap between US 10-year and 2-year Federal Government bond yields) sent jitters through Wall Street last week, as did…
Trade tantrum
Global Markets Global equities slumped last week reflecting two negative events: disappointment with regard to Fed guidance and Trump’s new tariffs. A flight to safety saw long-term bond yields plumb…
Pass the punch
Global Markets Global equities pushed higher again last week reflecting encouraging US economic data and earnings results, along with hopes this week of both renewed US-China trade talks and a…
RBA may be fighting the last war
Comments following RBA Governor Phillip Lowe’s speech Governor Lowe’s speech* can be taken as a strong defence of not only the current inflation-targeting regime, but also the current inflation target…