Expert Insights

Jonathan Shapiro from the Australian Financial Review interviews Brett Gillespie from Ellertson Capital. In the first of Livewire’s Masters Series videos you’ll gain a deep understanding of two different scenarios facing global markets right now. Brett identifies the catalysts for a market sell-off and the indicators you need to watch.

Discussion points:

  • Just how high could the US 10-year bond yields go?
  • What are the most important data points to watch in Australia and the US?
  • Can inflation exist on the internet? 
  • Has inflation permanently disappeared?
  • Why US unemployment could hit 3.2% and why it matters
  • Will central bankers continue to support markets as they have in recent years?
  • The removal of $200 billion per month of bond-buying by central banks
  • The curious case of Australian unemployment and why it remains stubbornly high
  • What does all this mean for equity investors?

CPD Points Available 

Earn 1.75 CPD points by watching all three videos from the Livewire Masters Series. Email team@livewiremarkets once you have completed the videos in order to get your certificate.

 



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