us economy

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

Mathan Somasundaram

Global growth remains weak while US recovery is beginning to give the US Fed comfort in moving on their tightening rate cycle. China, Europe and Japan are expected to deliver more stimulus while US beginning to see early signs of inflation. Even with the recovering US yields, Aussie financials are... Show More

Chris Watling

Only four months ago, markets were gripped by deflationary fear and the prospect of a US recession. The outlook has since brightened: asset prices have rallied, inflation readings have risen sharply, macro data has improved, and central banks have softened their tone. Is this a shift in US fundamentals, or... Show More

Mathan Somasundaram

Aussie market started positive with miners before banks joined in to push it even more to close just above the psychological 5000 mark. The morning strength in miners was due to recent strength in Iron Ore, but the main catalysts are post Chinee New Year re-stocking and some supply side... Show More

AMP Capital

The weakness seen so far this year started with declines in the Chinese share market and currency, sparking renewed concerns about the Chinese economy, not helped by some soft manufacturing data in the US and geopolitical concerns in the Middle East and around North Korea. There could still be more... Show More

Livewire Exclusive

In this thematic discussion Shane Oliver from AMP Capital and David Bassanese from BetaShares share their insights and opinions into the macro themes impacting investment markets. From an international perspective the discussion touches on the low inflation environment facing the Fed, how this compares to the longer term historic average... Show More