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Market Wraps
global markets
Latest news and analysis on global markets
Fixed Income
July 20, 2020 09:45
2020 Mid-Year Credit Outlook: Australia
Remission or relapse? Inevitable pain for some as government support is unwound and forbearance runs out. Global markets favour central banks, for now There is no...
Andrew Mayes
July 20, 2020 09:45
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
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Macro
June 16, 2020 14:03
A sobering economic outlook
After basking in fever pitch risk-on sentiment in the previous week, global markets slumped last week as dour economic forecasts from the U.S. Federal Reserve and a...
David Bassanese
Betashares
June 16, 2020 14:03
Macro
June 11, 2020 12:20
Full-blown, across-the-board, risk-on mode
Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves,...
David Bassanese
Betashares
June 11, 2020 12:20
Macro
June 05, 2020 10:34
Speedy return to economic normalcy?
Global equities pushed higher in May, continuing the rebound of the previous month, reflecting ongoing hopes of a speedy return to economic normalcy as both new...
David Bassanese
Betashares
June 05, 2020 10:34
Macro
June 02, 2020 12:26
Risk-on sentiment prevails global markets
Risk-on sentiment prevails global markets last week – so much so that even previously neglected sectors such as financials began to attract interest. Key drivers were...
David Bassanese
Betashares
June 02, 2020 12:26
Macro
May 26, 2020 11:59
Re-opening hopes dominate market sentiment
It was risk on again last week in global markets as seemingly encouraging COVID-19 vaccine trials got investors excited early on, before experts started to raise...
David Bassanese
Betashares
May 26, 2020 11:59
Macro
May 19, 2020 11:20
Fauci and the Fed deliver rough news for global markets
Last week I talked about the market 'testing resistance', given the focus on whether the S&P 500 could break through recent highs of 2,930 and march onward to 3,000....
David Bassanese
Betashares
May 19, 2020 11:20
Macro
April 17, 2020 09:09
Beware when the market and the economy are out of sync
Following its one-month 36 per cent decline from peak (20 February 2020) to its low (23 March 2020), the ASX200 has bounced 20 per cent. That’s a return most investors...
Roger Montgomery
Montgomery Investment Management
April 17, 2020 09:09
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Dougal Maple-Brown's shocking prediction: CBA stock will halve
Keith Ford,
Livewire Markets
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Predicting the world's biggest stock - did Antipodes' Vihari Ross get it right, and what is she backing next?
Tom Stelzer,
Livewire Markets
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Callum Newman,
Mining.com.au
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