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.
Each year Saxo Bank ends the year with a list of unlikely but underappreciated events which could send shock waves through financial markets.
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.