Daily FNArena News - International

Australia and the US have signed a deal that gives Aussie companies access to Inflation Reduction Act subsidies with both countries joining forces in a bid to outrun China in the Greentech race

The second half of 2023 is set up as a tug of war between still optimistic market expectations for a soft landing and more cautious economic forecasts that call for contraction. ClearBridge offers its analysis and in-house prognosis

The world appears set to shift into an El Nino phase. Oxford Economics assesses the potential impact on crops, food prices and CPI

Today’s debate whether more rate hikes from the Fed are forthcoming should not be the main focus for investors, Western Assets asserts

Infrastructure’s resilience can serve investors well during times of economic recession, reports ClearBridge Investments

Time for equity investors to prepare for higher borrowing costs and rising stresses on corporate cash flows, warns MFS’s Robert Almeida

The Fed hiking rates or not from here onwards is a ‘distraction’, argues MFS strategist Robert Almeida. What matters instead are future cash flows/profits, and here markets are set for disappointment

With the US set to run out of money in the next few months, and US politics at bipartisan extremes, another debt ceiling battle is underway which could have recession implications

Ahead of the Herd’s Rick Mills explains why the Fed must pivot

The Albanese government is enjoying a thaw in the relationship with China, but that doesn’t imply a return to the good old Halcyon days is on the cards