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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.
Oct 12 2018
Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.
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.
Sep 18 2018
Ken Odeluga of Capital Index suggests the Nasdaq is showing little sign of ending its decade-long uptrend.
Sep 14 2018
Kathleen Brooks of Capital Index notes a central bank deluge and weak US economic data have set fire under forex markets from the UK to Europe and on to Turkey.
Sep 07 2018
AXA Investment Managers’ Mark Tinker explains why trade war tensions alone do not explain current issues facing emerging markets, with a word or two about Australia.
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