US Inflation

A combination of better-than-expected US growth, a ramping up in quantitative tightening in the US, and a massive liquidity injection in China have seen Wilson Asset Management Chairman and Chief Investment Officer, Geoff Wilson, alter his market outlook from being “ultra” to only “mildly” bearish. In the latter part of 2018,... Show More

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors, Livewire jumped at the opportunity to get a first had account from Lazard’s New York based Ronald Temple. Temple who is Co... Show More

In Australia the month of November finishes with a raft of housing data releases. And a key focus for investors will be the private capital expenditure quarterly data which feeds into the Australian economic growth (GDP) report the following week. Show More

In the next 6 – 9 months, the US inflation outcome will be the key determining factor of both Fed policy and therefore the longevity of this US economic cycle. Current consensus expectations lean firmly towards a low inflation outcome and therefore a dovish Fed with continued, albeit low, economic... Show More

Aussie market ran into a brick wall of profit taking from global investors ahead of similar profit taking in Europe and US tonight. As we have been saying for the past few weeks, all the macro, fundamental, technical and trend leading indicators were showing profit taking was coming. It was... Show More

Overnight: A testimony from Fed Chair Janet Yellen has set the stage for a rate hike in December. The yield on U.S. Treasury notes spiked to 0.82% as Yellen laid out the preconditions required for a hike saying the December meeting was live. “At this point, I see the U.S.... Show More