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Market analysts put forward their views on the risk of US (and thus global recession) in the near term.
Oct 30 2019
A US recession is not looming in 2020, argues Longview Economics. Rather, 2019 looks a lot like 1998.
Sep 26 2019
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
Jul 09 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.
Jun 24 2019
Ahead of the Herd’s Rick Mills outlines various indicators of an upcoming US recession in today’s context.
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.
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.
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.
Dec 19 2018
The president wants low interest rates, and a low oil price, believing that to be good good for the US…
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.
Oct 30 2018
As Wall Street tumbles, Mark Tinker of AXA Investment Managers questions whether the US really is winning the trade war.
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.
Oct 16 2018
Kathleen Brooks of Capital Index discusses why the Fed may be forced to back down from its anticipated rate hike schedule.
Nov 19 2019 - Weekly Reports
Nov 19 2019 - FYI
Nov 19 2019 - FYI
Nov 19 2019 - Australia
Nov 19 2019 - Technicals
Nov 12 2019 - Commodities
Oct 24 2019 - Rudi's View
Nov 12 2019 - Weekly Reports
Oct 24 2019 - Australia
Nov 05 2019 - FYI
Oct 29 2019 - Weekly Reports