interest rates

The US just passed its debt limit. If that limit isn't raised, the global economy could go into free-fall.

Rate cuts will come eventually, but central banks need to break some things first.

Pessimism is up among investors, but they remain engaged.

In an inflationary environment, you want to be aware of all your investment options. Is this myth standing in your way?

High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...

The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications.

The early data suggests the housing market correction continues with gusto in 2023...

Aussie house prices fell in 2022 by their largest margin since records began in 1980...

This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...

Investors need to face up to the reality that a global recession is likely next year, which will crush corporate earnings and substantially increase default rates...

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...

History never repeats but it often rhymes. Markets are rallying at the moment but there is pain to come. The data suggests March 2023 could be a turning point for...

Contrary to the “hopeium” out there, there is currently zero evidence that the great Aussie housing crash is bottoming out. The most constructive thing we can say is...

On 30 November, Fed Chair Powell delivered a speech entitled, Inflation and the Labor Market, at the Hutchins Center on Fiscal and Monetary Policy. Markets surged...

Deutsche Bank released its outlook and it’s not good news for bulls. Recession is coming. Brace yourself for 2023.

In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7%...

The Reserve Bank of Australia has a massive trick up its sleeve. The potency of this gambit is still very much underappreciated. In its latest financial stability...

Each year, the Neuberger Berman investment leaders identify the 10 key themes they believe will be prominent in markets over the next 12 months.