s&p500

Scott Shuttleworth

In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin Place), I presented a talk on how our model would have approached the Great Depression and other recessions. The former is what I’ll be... Show More

Scott Shuttleworth

Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial activity are reduced, generally identified by a fall in GDP in two successive quarters’. In short, we’re looking for some sustained contraction in GDP. So... Show More

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Scott Shuttleworth

Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other economic powers of the world. Many investors are wondering what downside risk they might be exposed to and whether a recession is... Show More

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Mathan Somasundaram

Local market recovered to finish a better than expected negative day after substantially weak lead from US market. Global markets were rattled by the terror attacks in Spain while US market was worried that Gary Cohn may follow the CEO walkout from US president’s leadership groups. Global economies are showing... Show More