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Market Wraps
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Latest news and analysis on us
Equities
April 19, 2022 10:03
What we learnt from 60 US management teams
If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two...
Gareth Brown
Forager
April 19, 2022 10:03
Macro
August 23, 2021 11:07
In China and the US, economic recovery takes a disappointing turn
The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...
Kerry Craig
J.P. Morgan Asset Management
August 23, 2021 11:07
Macro
February 04, 2021 10:08
China's cunning plan to become integral to Western growth
'Chris Johnson is the best expert on China the CIA has ever had'. That's the view of former CIA Deputy Director Michael Morell. And if Johnson's views on his country...
Nicholas Plessas
Livewire
February 04, 2021 10:08
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Equities
November 19, 2020 13:49
US election results boost US healthcare stocks
While the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Specifically, a Democratic majority in the Senate looks less...
Russel Chesler
VanEck
November 19, 2020 13:49
Equities
October 29, 2020 11:15
China takes the lead
China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...
Russel Chesler
VanEck
October 29, 2020 11:15
Macro
August 27, 2020 11:43
China and the US are headed towards a ‘decoupling’
The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the...
Michael Collins
Magellan Investment Partners
August 27, 2020 11:43
Macro
August 24, 2020 16:29
7 reasons shares should keep trending up, despite some bumps along the way
Share markets have had a spectacular rebound from their March lows. The rebound has been led by the US share market which is up 52% and has just risen above its...
Shane Oliver
AMP
August 24, 2020 16:29
Macro
July 02, 2020 16:37
Youth unemployment is over 25% and the true picture is probably worse
According to the latest unemployment statistics, over 300,000 Australians aged between 15-24 are now unemployed and over 280,000 dropped out of the labour force in...
Anthony Doyle
Firetrail Investments
July 02, 2020 16:37
Education
June 19, 2020 15:50
Active ETFs about to BOOM
ETFs celebrated their 30 year anniversary globally in March. Canada was first out the blocks in 1990. Today the industry has $6 trillion in assets globally across 60...
Chris Meyer
Pinnacle Investment Management Limited
June 19, 2020 15:50
Macro
June 19, 2020 12:36
De-globalisation is reshaping our world
In the AFR I write today that if you believe the excerpts from John Bolton’s new book on his term as national security adviser to President Donald Trump, the putative...
Christopher Joye
Coolabah Capital
June 19, 2020 12:36
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