A trade war, if that is what is to eventuate, will do little to help a Chinese economy already showing clear signs of slowing.
The story below was first published on 24 July 2018 as Weekly Insights. It has now been re-published as a Feature Story.
Research house Incrementum believes the tides are changing for global monetary policy, the reserve currency and technology. Such a changing of the tides could lead to another global crisis, from which gold would again provide a safe haven.
In the shadow of the Royal Commission, the Big Four banks have delivered results that point to a subdued outlook, while risks and uncertainties remain.
A comprehensive assessment of the February 2018 reporting season that overwhelmingly surprised in a positive sense, but was unfortunately overshadowed by macro concerns.
The February 2018 result season has proven to be the most successful in the history of the FNArena Result Season Monitor.
Australia’s growth in 2017 has lagged that of a synchronised global economy, reflected in a positive but underperforming stock market. Is 2018 the year of catch-up? Or are further domestic pressures building?
2017 has been a remarkable year in global markets. Will it all come to an end in 2018? Or 2019? Brokers, economists and research houses offer their views.
A Royal Commission is a clear negative for Australian banks but “lesser of the evils” positives dull the impact and bank valuations have already been de-rated.
Take out weak market income and Australia’s major banks showed solid underlying trends in their results. But for how long?
