global economy

Latest news and analysis on global economy

Macro

The crisis that China has to have?

It is widely acknowledged that troubled China's property developers will not trigger a 'Lehman moment". But the sector is still in crisis.
Janu Chan
Bitesized Economics
Macro

Can China export deflation to the rest of the world?

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...
Janu Chan
Bitesized Economics
Macro

Why you should sell equities and buy government bonds now

With central banks near the end of the hiking cycle, it is time to sell equities and buy bonds. Lock in income and protection while you can.
Isaac Poole
Ascalon Capital
Macro

Zenith: There are four plausible scenarios for the path forward

In this wire, you'll learn how Zenith Investment Partners' head of asset allocation is predicting the future pathway of markets.
Hans Lee
Livewire Markets
Fixed Income

Debt in China and the Game of Pass the Parcel

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?
Janu Chan
Bitesized Economics
Macro

Should we still be worried about the banking sector?

Economist Janu Chan argues we should still be worried. The big question is how much.
Janu Chan
Bitesized Economics
Macro

12 burning questions investors' are seeking answers to right now

From inflation to house prices, Shane Oliver takes on the most commonly asked questions he gets as AMP's Chief Economist.
Shane Oliver
AMP
Macro

China's Infrastructure Push

When it comes to infrastructure in China, it seems that old habits die hard
Janu Chan
Bitesized Economics
Education

What the weaker credit cycle may mean for share market investors

The global economy is seeing a deterioration in credit conditions as higher interest rates and tighter lending criteria increase the cost and reduce the availability...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Why you should still be optimistic on China’s re-opening

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...
Janu Chan
Bitesized Economics
Macro

Not just your regular bank failure?

Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...
Janu Chan
Bitesized Economics
Macro

Reading between the lines of China’s economic growth target

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
Investment Theme

CEO Insights - ASX Reporting Season special

This edition contains a summary of quotes and market announcements from company results throughout February across various industries.
Robert Miller
NAOS
Macro

Confused about what will happen with US inflation?

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...
Janu Chan
Bitesized Economics
Macro

Signal or Noise: This is the biggest event of the year for markets

Signal or Noise returns for the 2023 series with a show dedicated to the reopening of the world's second largest economy.
Hans Lee
Livewire Markets
Macro

Should You Still Bet Against the Bank of Japan?

One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...
Janu Chan
Bitesized Economics
Macro

Ten themes powering earnings growth as the global economy slows

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Looking for a global recession in the new year? Watch out for this wildcard

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...
Janu Chan
Bitesized Economics
Fixed Income

The three big themes you can’t ignore

Jay Sivapalan, Head of Australian Fixed Interest, identifies three macro themes investors should bear in mind as they navigate the evolving investment landscape.
Jay Sivapalan
Janus Henderson
Macro

Three lessons from the 1970s' Great Inflation (and why it shouldn’t be repeated)

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...
Janu Chan
Bitesized Economics
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