Daily FNArena News - International

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

Franklin Templeton’s Sonal Desai argues markets are too sanguine and the outlook for inflation, and central bankers’ attitude to it, has changed

Questions about EVs and the future of electrification do not stop with Tesla and its controversial CEO

WaveStone Capital’s Henry Hill has visited 50 UK and US companies to gauge the mood post-covid and the impacts of inflation and a slowing consumer

Oxford Economics does not anticipate a return to strong global growth any time soon, as a series of short-term and longer-term macroeconomic factors drag on economies

Is it possible the Chinese financial system is more resilient, and its policymakers more innovative, than Western critics give them credit for?