global trade wars

Looking to alternatives in a rising rate environment

Scott Haslem

Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped back from their early-year acceleration, supporting our call that rising inflation pressures should come through only gradually. But in the words of Lord... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170330

Mathan Somasundaram

Local market had another positive day driven by resources and banks despite weak global sentiment. Resource were pushed up by better commodities while stronger currency drove global investors to buy into our banks. Staples, Energy and REITs were the best performers while Gold, Industrials and Utilities were the negative sectors. Show More

A Global Trade Rebound in 2017?

Callum Thomas

The latest round of manufacturing PMIs confirm the signal previously flagged in the 2016 End of Year Special Edition of the Weekly Macro Themes http://www.topdowncharts.com/2016-special-edition that 2017 could see an upturn in global trade growth. If this does happen it will be against most people's expectations as political risks from... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market fell hard from the open on Italian vote going against the government before making a few recovery cycles to finish off the day’s lows. Austrians went with the plan to vote against the far right party while Italians have voted against the referendum to set the scene for more... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market fell hard to pretty much unwind all the gains from yesterday’s big bounce ahead of EU break up worries. The US president elect is moving back into reality star mode and threatened US corporates with tariffs to keep them from moving jobs outside US. The reality is that the... Show More