Yield curve inversion
Everyone has an opinion but does anyone really know?
Why do you pay attention to financial forecasts?
It’s that time of year when inboxes get flooded with 2019 economic and financial market forecasts. As the CFA institute points out, at the beginning of 2018 the median analyst forecast for the S&P 500 calendar year return was +10.3%. The actual result ended up being -6.2%.
The central bank bar tab
A primary focus for global financial markets in Q4 2018 was the growing fear that the FED has tightened monetary policy too far, too fast and risks tipping the US economy into recession. This culminated in a severe global equity sell-off, which accelerated after the December FED meeting.
Commsec Executive Series
Tom Piotrowski speaks with Ardea IM’s Gopi Karunakaran regarding rising US interest rates, the outlook for Australian interest rates and the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).
Interest rates matter … a lot
Even if you have no exposure to fixed income, interest rates still matter … a lot.
Just a taste of the volatility to come
This Livewire exclusive discusses the global shift in central bank policy as a key driver of recent volatility and what to expect moving forward.
Bank Bill Swap Rate – June update
Tamar Hamlyn discusses rising bank bill rates as an indicator of liquidity pressures.
Livewire Exclusive – 2018’s most crowded trade
Tamar Hamlyn discusses inflation with Livewire and if this is about to change.