global markets

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...