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Ashley O'Connor

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper, along with Arnab Das explore these themes here - and their implications for markets. Show More

Saul Eslake

Here are ten things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about at conferences and events over the course of the coming year. Show More

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Vimal Gor

Just as the markets had convinced themselves they were in for an uneventful carryharvesting summer, something started to change at the end of the month, with central bank communication seemingly dominating economic data with respect to their impact on market moves. Whilst the theme of disinflation continued to play out... Show More

Jeff Thomson

Spanish banks have until recently been an attractive way for investors to play regional economic recovery and rate normalisation. The real estate market in Spain is in recovery mode and prices remain significantly below pre-crisis peak levels (unlike many other countries, including Australia). Domestic Spanish banks generally remain highly leveraged... Show More

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David Sokulsky

In the aftermath of the Global Financial Crisis (GFC), the traditional method of lowering interest rates failed to promote meaningful growth or inflation. This prompted several major central banks, including the US Federal Reserve (Fed), to undertake ‘extraordinary’ monetary policy measures to stimulate their economies. The effect of such an... Show More

Mathan Somasundaram

Local market recovered from the fall at the open on the back of Chinese CPI data showing prices coming off. The market started to see the potential of the Chinese leadership to pump some cash to stimulate the economy while covering the June seasonal cash squeeze. Miners outperformed the market... Show More

Etienne Alexiou

Let's first consider the broader global economic environment, in particular, the macro drivers of a “globally co-ordinated” gradual improvement in economies which are continuing to evolve. The primary driver of markets, at this point in time, is globally accommodative monetary policy, which underpins economic expansion and the rise in financial... Show More

Angus Coote

This time last year, JCB Advisory Board Economist, Saul Eslake warned of the risks of a Yuan devaluation: “A large devaluation of the Yuan would add renewed impetus to the deflationary pressures that policymakers in advanced economies are hoping will ebb this year.” This proved prescient as markets saw a sharp... Show More

Mathan Somasundaram

Market fell on the open with Euro bank worries before making a decent recovery to halve the losses for the day. The market delivered second positive week to finish the month/quarter after five consecutive weeks of negative returns. DB was leading the Euro trash worries and this was not the... Show More