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.
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.