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Latest Stories

Ahead of the Herd’s Rick Mills examines the relationship between share buybacks, stock prices and the gold price.

Sep 10 2019

Wall Street is pricing in a -25 basis point Fed rate cut this month as a 100% chance. Brandywine Global ponders whether such a certainty may be misguided.

Jul 24 2019


As global recession looms, analysts warn of a fiscal panic that will grip the world as monetary policy easing reaches its limits. Australia is not immune this time.

Jul 09 2019

Ahead of the Herd’s Rick Mills outlines various indicators of an upcoming US recession in today’s context.

Jun 24 2019


Previous Stories

QE For Life?

Apr 09 2019

As the world slides back into easy monetary policy to avert slowing growth, Saxo Bank contemplates the potential for another decade of quantitative easing.


From Weak To Strong Hands, A View From The Equity Market

Jan 15 2019

Weakness in equity markets around the globe tells us more about the markets than it does about the global economy, argues Head of Framlington Equities Asia, Mark Tinker.


Saxo’s Ten Outrageous Predictions For 2019

Dec 20 2018

Each year Saxo Bank ends the year with a list of unlikely but underappreciated events which could send shock waves through financial markets.


Is Cheap Oil Good For America?

Dec 19 2018

The president wants low interest rates, and a low oil price, believing that to be good good for the US…


Global Equities Outlook For 2019

Nov 13 2018

Jacob Mitchell of Antipodes Partners looks ahead to 2019 in the context of tariffs and the risk of the Fed getting it wrong.


China Versus The US

Oct 30 2018

As Wall Street tumbles, Mark Tinker of AXA Investment Managers questions whether the US really is winning the trade war.


A View From The Global Equity Market

Oct 23 2018

Mark Tinker of AXA IM discusses the numerous headwinds currently buffeting equity markets and a US-China economic Cold War that could be a feature for the foreseeable future.


Is The Fed Ahead Of The Curve?

Oct 16 2018

Kathleen Brooks of Capital Index discusses why the Fed may be forced to back down from its anticipated rate hike schedule.


Whereto For US Bond Rates?

Oct 12 2018

Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.


Why US Indices Could Be At Their Peak

Sep 28 2018

Kathleen Brooks of Capital Index notes the Fed’s latest US GDP growth projections imply a slowdown in the December quarter, which typically is reflected in the S&P500.



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