global markets

Weekly Update | 27th October, 2023

Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they...

Here's where JPMorgan's looking to put cash to work after a very long slumber for money market funds.

Weekly Update | 6th October, 2023

Is this the start of a "financial accident" or a healthy, garden variety pullback? We aim to find out.

Market participants are making a lot of comparisons to 1987. But a lot has changed since those dark days.

Weekly Update | 18th August, 2023

With 50 new positions between them, the Druckenmiller family office and ARK Investment Management are being very active in these markets.

We remain reasonably upbeat on a 12-month view as falling inflation takes pressure off interest rates.

He has been watching markets since 1984. But veteran investor Jonathan Pain is now even more bearish than he would normally be.

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.

ASX futures are down 39 points, to 7,109 as of 8:15am AEDT On any other day, a hot jobs report stateside would be the big story for why US stocks fell sharply. But...

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...

London-based Longview Economics believe financial markets have still not priced in a recession. Find out why here.

The US$1.5 trillion asset manager argues it may still be premature to go all-in on equities. But they have identified three specific opportunities for 2023.

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...

Plus, the third kind of inflation that you've never heard of! And today's top read is all about the money found in the new economy.

Plus, central banks are the stock market! And if you don't believe us, check out the correlation in today's chart.

Plus, could the Chinese economy be Japan-ified? What does that even mean? The TLDR explanation is in today's chart.

Plus, Australia's top 10 CEO pay packets have been revealed - and there's an odd one out. And who benefits most from a falling US Dollar? The answer is in our chart of...