Tim Toohey, former Chief Economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up Brett Gillespie Portfolio Manager of Ellerston Capital's new Global Macro Fund. Livewire spoke with Tim about his strong view on how US rates could... Show More
Speaking at a news conference after the Federal Open Market Committee meeting, US Federal Reserve Chairwoman Janet Yellen stated that ‘helicopter money’ could be considered under certain conditions. In Japan, with currency intervention effectively off the table for fear of accusations of being a currency manipulator, there is increasing speculation... Show More
After the surprise move by the BoJ to enter the world of NIRP, JP Morgan released a note stating that $5.5 Trillion of the JPM Global Government Bond index was now trading at negative yields. On a relative basis, precious metals are now a higher yielding investment than 24% of... Show More
We think a lot of investors will be asking themselves that question as they wrap Xmas presents and review the annual performance of their portfolios. The hours spent reading blogs and research, dissecting balance sheets and company announcements etc, all trying to work out which asset class to invest in,... Show More
This week the Bank of Japan decided to continue with its QE program. “Governor Haruhiko Kuroda and his colleagues continue to put on a brave face and act as if everything is going according to plan; but it’s not”, says Max McKegg, MD of Technical Research. The BOJ’s outlook showed... Show More
Next week is crunch time for the USDJPY. On Wednesday the US FOMC updates its assessment of monetary policy, and on Thrusday the Bank of Japan (BOJ) releases updated economic forecasts. Either event on its own could cause the USDJPY to break out of its sideways pattern. Max McKegg, managing... Show More