market

When we go into periods of big volatility like this, it is the amount of liquidity in the US wholesale system that decides how long that period of volatility will last. I think this period will last weeks rather than days. I think by the time we get to the... Show More

Matt Felsman

I spoke with Swiss financial television station Dukascopy TV about geopolitical event uncertainty, Australian AGM season and how can investors be smarter in their stock selection. Over the last 20 years, big positions in traditional Australian blue chip stocks have been rewarding for investors. BHP Billiton Limited and Rio Tinto... Show More

Chair of the US Federal Reserve, Janet Yellen, has sought to calm markets by saying a US rate rise is likely to happen this year. Her comments come after the Fed kept rates steady at its September meeting last week adding to volatility in the market. Show More

This week is going to be all about the US and the Federal Reserve's decision on whether it will raise interest rates. The market has only put a 30% chance on a rise but personally I think it’s too close to call. Show More

Christopher Joye

In The AFR today I report S&P will likely upgrade the major banks' stand-alone credit profiles from single "A" to "A+" if, as expected, they boost their Common Equity Tier 1 (CET1) capital by more than 120bps. The widely-accepted new-normal for the major banks' core equity is 10% of risk-weighted... Show More