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.
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.