Daily FNArena News - International

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.

Ahead of the Herd’s Rick Mills explains why China’s push to become a world power is beset with limitations.

Ahead of the Herd’s Rick Mills addresses the question: Are the US and China headed for war, economic or otherwise?

Kathleen Brooks of Capital Index discusses the implications of possible Bank of Japan tightening and further yuan weakness.

Kathleen Brooks of Capital Index notes concentration of leadership suggests the US rally is late-cycle, but is that the case?

The US housing market is still growing a-pace but that pace has begun to ease and rising costs are pointing to elevated risks in the medium term.

AXA’s Mark Tinker suggests investors need to embrace and exploit a new world order in which the US is not the only centre of the economic universe.

Kathleen Brooks of City Index notes that while the Vix remains low in the US, the CBOE Skew Index suggests elevated buying of out-of-the-money protection.

Kathleen Brooks of City Index suggests US stock market volatility may be low but not so for the greenback, pound and emerging market currencies.

Kathleen Brooks of City Index suggests bullish triggers for the US dollar may not be so bullish after all, but technicals still support a USD rally.