The president wants low interest rates, and a low oil price, believing that to be good good for the US…
Jacob Mitchell of Antipodes Partners looks ahead to 2019 in the context of tariffs and the risk of the Fed getting it wrong.
As Wall Street tumbles, Mark Tinker of AXA Investment Managers questions whether the US really is winning the trade war.
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.
Kathleen Brooks of Capital Index discusses why the Fed may be forced to back down from its anticipated rate hike schedule.
Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.
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.
Ken Odeluga of Capital Index suggests the Nasdaq is showing little sign of ending its decade-long uptrend.
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.
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.