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.
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.