Daily FNArena News - International

If world stock markets are in the early stages of a new equity cycle, where should investors look to maximise returns?

The weather has always been a favourite topic of conversation but it has now assumed an extra, substantial, dimension for investors, Saxo Group asserts.

Market analysts put forward their views on the risk of US (and thus global recession) in the near term.

A US recession is not looming in 2020, argues Longview Economics. Rather, 2019 looks a lot like 1998.

Ahead of the Herd’s Rick Mills examines the relationship between share buybacks, stock prices and the gold price.

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.

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.

Ahead of the Herd’s Rick Mills outlines various indicators of an upcoming US recession in today’s context.

As the world slides back into easy monetary policy to avert slowing growth, Saxo Bank contemplates the potential for another decade of quantitative easing.

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.