One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More
In our office, we have switched from Secret Santa to Bad Santa. In Bad Santa, each member of the office draws a number from a hat. The lowest number then starts by picking and opening a present from a pile of wrapped presents. The next lowest number has the choice... Show More
What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep inching higher. So which risks really matter, and which ones have investors overlooked? We asked a panel of leading economists for their take. Alex... Show More
With tectonic plates shifting under the markets, we got in touch with three leading economists to get their number one chart in markets today. First up, Cameron Kusher, Principal at CoreLogic, tells us what the market’s been missing in residential housing. Next, Alex Joiner, Chief Economist at IFM Investors, looks... Show More
2018 has been a fascinating year so far with many different cross-currents running through markets. We have seen central banks hiking, just as Governments look to expand fiscally. At the same time, the big economic powerhouses go head-to-head on trade. Where does this all lead us? Below we walk through... Show More
@PeterBrown, thanks. I am not familiar with a free data source that shows the yield spread directly however there are various places you can download both the 30 year and 5 year yields individually. You could then calculate the difference between the two data series in excel. Here is an example source. 30year: https://finance.yahoo.com/quote/%5ETYX/history?p=%5ETYX 5 year: https://finance.yahoo.com/quote/%5EFVX/history?p=%5EFVX Close prices are fine. I hope that helps. regards, Geoff
@sachinsaraf. It certainly could if it escalates further. Our current playbook is the S&P 500 is in a range 2550-2850 which we expect to be broken to the upside over the next 12 months. In the short term we see it difficult for a political solution to be found given this is about more than trade but IP protection so the market can continue to be volatile and trade towards the bottom of its trading band.
@nicholaschristian, thanks for the pickup, you are correct. We have updated.