Powell’s congressional testimony displays commitment to threading-the-needle between goal attainment and overheating

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Rick Rieder, BlackRock’s Chief Investment Officer of Global Fixed Income, regarding FOMC Chair Powell’s testimony before the U.S. Congress. Since the late-1970s, when Congress mandated that the Federal Reserve provide... Read more continue reading
01 Mar 2018

Global macro economic update on the week ahead (Week beginning 26 February)

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Summary Next week, attention will focus on the new Federal Reserve Chair Jerome Powell’s first semi-annual monetary policy testimony to Congress. Strategy review Spike in volatility provides attractive opportunity Markets... Read more continue reading
27 Feb 2018

Weekly market update – week ending 23 February, 2018

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Investment markets and key developments over the past week Share markets were mixed over the last week with the US share market giving up a bit of its rebound from... Read more continue reading
26 Feb 2018

Vacancy rates drop in January

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Data released by SQM Research this week has revealed the national residential vacancy rate fell to 2.3% in January 2018, with the number of vacancies Australia-wide falling to 74,113, down... Read more continue reading
21 Feb 2018

Global macro economic outlook on the week ahead (week beginning 19 February, 2018)

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Summary With equities up despite an upside surprise on the US consumer price index (CPI), it appears more likely that the recent equity sell off was about an unexpected spike... Read more continue reading
20 Feb 2018

Weekly market update – week ending 16 February, 2018

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Investment markets and key developments over the past week Share markets rebounded over the last week as share investors became a bit more relaxed about the prospect of higher inflation... Read more continue reading
19 Feb 2018

Global macro economic update for the week beginning 12 February, 2018

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Summary Systematic volatility trading triggered the sharp fall in equity markets as the low-volatility regime was hit. This week, attention will be focused on a range of inflation reports. The... Read more continue reading
13 Feb 2018

The pullback in shares – seven reasons not to be too concerned

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Key points The current pullback in shares has been triggered by  worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that... Read more continue reading
12 Feb 2018

Why does the share market just ‘lose it’?

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The first week of February saw shares markets around the world capitulate with the Australian market down 4.8%, US Dow Jones was down 7%, European markets were down 6.9% and... Read more continue reading
12 Feb 2018

What is driving the exuberant confidence in China?

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Tracy Chen, Portfolio Manager and Head of Structured Credit, at Brandywine Global, an affiliate manager of Legg Mason notes that Chinese consumers are suddenly feeling quite positive about the economy... Read more continue reading
12 Feb 2018