Blogs by Tags
Global Economy
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Macro Investment Update - January 2022
Key points
- 2021 saw strong investment returns with low volatility.
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Correction time? Shares get the wobblies – seven things investors need to keep in mind.
Key points
- Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems.
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Financial Market Update and Commentary - April 2021 - Your questions answered
Is the global economic recovery on track?
Yes. We anticipate global growth around 5.5% this year on the back of reopening sustained by vaccines, fiscal stimulus, easy money and pent-up demand as evident in double digit household saving rates. Global business conditions are strong.
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US-China trade war escalating
and triggering (another) correction in the share markets...
Key points
- The trade war between the US and China is escalating, posing a rising threat to global growth.
- Although we remain of the view that a deal will be reached, the risk has increased.
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The Fed and Market Turmoil
...the Fed turns a bit dovish but not enough (yet)
Key points
- The Fed has raised interest rates for the ninth time since first raising rates this cycle three years ago, taking the Fed Funds rate from a range of 2-2.25% to 2.25-2.5% reflecting ongoing confidence in US growth.
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The Australian economy – five reasons growth will continue
But unlikely to be enough to justify rate hikes until 2019
Key Points:
- The Australian economy grew 2.4% through 2017, good but well below potential given high population growth.
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From goldilocks to taper tantrum 2.0 - a bit of turbulence hits markets. 3 reasons not to be fussed
...a bit of turbulence hits markets. 3 reasons not to be fussed.
Key Points
- Central banks beyond the US are edging towards an exit from easy money. This is likely to cause bouts of volatility in shares and a rising trend in bond yields.
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