Global stocks have staged a relentless rally in recent months even in the face of arguably the worst economic conditions since the Great Depression. While there are many potential explanations for this apparent disconnect, low global bond yields and a “don’t fight the Fed” mentality seem the strongest factors.
Shake it off –
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Global markets
Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves, and confidence in unrelenting fiscal and monetary stimulus continued to buoy investor sentiment. Key U.S. manufacturing and non-manufacturing indices bounced a little more than expected in May,
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Global markets
Last week I headlined my Bites report ‘Testing resistance’, given the focus on whether the S&P 500 could break through recent highs of 2,930 and march onward to 3,000. As it turned out, the market did test, but failed to break, this resistance, given the double blows from both U.S.
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Reading time: 3 minutes
A large audience dialled into the latest of our fortnightly ‘Virus Crisis’ webinars last week. We received many questions from those who attended. David Bassanese, BetaShares Chief Economist, has provided responses to some of the most-asked questions by attendees.
1. You mentioned V,
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Reading time: 4 minutes
Along with global markets, Australian equities have enjoyed a rebound in recent weeks even as the earnings outlook has deteriorated. This note provides an outlook on both U.S. and local earnings and market valuations, and attempts to gauge the extent to which the ‘bad news’
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Sharemarkets have been in turmoil for several weeks, with few portfolios unaffected and volatility at all time highs. As a result, we’ve received many questions from investors relating to their ETF investments. We thought we’d use this post to provide answers to 4 of the most common:
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Reading time: 4 minutes
Fears around the impact of the coronavirus have been compounded by oil’s woes, causing the biggest falls on Wall Street since the GFC. On Monday, the S&P 500 index fell 7.6%, triggering the first automatic halt in trading in more than two decades,
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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 – you can goad households toward the shopping malls, but you can’t make them spend.
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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 – due to an unwinding of the recent iron-ore price boom, $US strength, and local quantitative easing measures by the Reserve Bank.
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Reading time: 10 minutes
With interest rates at historic lows, investors who rely on cash or government bonds for income returns are having a harder time making ends meet.
For risk-conscious investors, the good news is that there is a range of innovative cash and fixed income investment exposures on the Australian Securities Exchange (ASX) that offer attractive income returns,
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