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Market Wraps
covid-19
Latest news and analysis on covid-19
Macro
July 07, 2020 07:42
Virus spoils re-opening party
Global equities managed to shrug off mounting U.S. virus concerns last week and instead focus on better than expected ‘re-opening’ economic data. Of course, the Fed...
David Bassanese
Betashares
July 07, 2020 07:42
Macro
July 02, 2020 16:37
Youth unemployment is over 25% and the true picture is probably worse
According to the latest unemployment statistics, over 300,000 Australians aged between 15-24 are now unemployed and over 280,000 dropped out of the labour force in...
Anthony Doyle
Firetrail Investments
July 02, 2020 16:37
Macro
July 01, 2020 06:29
Victorian COVID-19 testing may be part of the problem...
In my previous post I highlighted screenshots from our real-time, global COVID-19 infection/fatality tracking-system that demonstrated that Victoria had never...
Christopher Joye
Coolabah Capital
July 01, 2020 06:29
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Macro
June 30, 2020 12:04
How will rising CV-19 cases impact global equity markets this week?
The continued rise in in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an...
David Bassanese
Betashares
June 30, 2020 12:04
Macro
June 30, 2020 10:02
Could US lockdowns slam the brakes on this market rally?
The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery,...
Stuart Jackson
June 30, 2020 10:02
Macro
June 29, 2020 12:58
Is there something systematically wrong with Victoria's COVID-19 performance?
Our data scientists’ analysis of Victoria's COVID-19 infection trajectory has unearthed a disturbing finding: it would appear that since April our southern neighbour...
Christopher Joye
Coolabah Capital
June 29, 2020 12:58
Macro
June 26, 2020 14:24
Bad news fuels US dollar
recovery
The US dollar’s steep decline from mid-May to early June has been arrested, but unfortunately its comeback has been mostly driven by bad news. Equities have...
Sean Callow
Westpac Bank
June 26, 2020 14:24
Macro
June 23, 2020 13:00
Rising U.S. CV infections unnerve markets
Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s...
David Bassanese
Betashares
June 23, 2020 13:00
Macro
June 18, 2020 10:17
Is the economy on the ropes, or getting back on its feet?
Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took...
Roger Montgomery
Montgomery Investment Management
June 18, 2020 10:17
Equities
June 18, 2020 09:30
Considering the trans-Tasman bubble
There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel. Last week New Zealand reached a fantastic milestone in the fight against...
Stephen Bennie
Castle Point Funds
June 18, 2020 09:30
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