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Sep 10 2019
Ahead of the Herd’s Rick Mills examines the relationship between share buybacks, stock prices and the gold price.
Jul 24 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 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.
Mar 31 2021 - Australia
Apr 01 2021 - Rudi's View
Mar 30 2021 - Technicals
Apr 07 2021 - Weekly Reports
Mar 23 2021 - Weekly Reports
Apr 09 2021 - Rudi's View