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And back to recession fears
Friday 1st July 2022Yields are lower in the US and Europe as recession fears grow, prompted by weaker than expected personal spending in the US, with…
3 years, 6 months ago
Understanding how little we understand
Thursday 30th June 2022Markets are confused as to where the global economy is heading. If investors were looking to the ECB Forum in Sintra for clari…
3 years, 6 months ago
Less US confidence, tough talking ECB
Wednesday 29th June 2022US equities switched direction overnight. NAB’s Taylor Nugent says it was a swift response to a weaker than expected consumer…
3 years, 6 months ago
Heading for a choppy end to Q2
Tuesday 28th June 2022The volatility of the past few months means there is likely to be a greater need for rebalancing at the end of the quarter this…
3 years, 6 months ago
Is bad news good news these days?
Monday 27th June 2022These are strange times. Market sentiment improved at the end of last week because of weaker consumer sentiment and a downward r…
3 years, 6 months ago
Unconditional commitment, come what may
Friday 24th June 2022There have been big movements in bond yields overnight. NAB’s Ken Crompton says there’s been a reaction to weak PMI data from Eu…
3 years, 6 months ago
Markets split as Powell admits recession is possible
Thursday 23rd June 2022You take whatever you want from a senate hearing, so there have been mixed reviews of Jerome Powell’s performance in front of …
3 years, 6 months ago
Brighter days ahead
Wednesday 22nd June 2022We’ve just had the longest night of the year in Australia but the markets are focused on the light at the end of the tunnel! …
3 years, 6 months ago
Is the RBA preparing to go harder?
Tuesday 21st June 2022RBA Governor Philip Lowe is talking at an American Chamber of Commerce event this morning in Sydney. Phil asks NAB’s Ray Attril…
3 years, 6 months ago
Turning up the rhetoric
Monday 20th June 2022It’s almost like there’s a race to turn up the rhetoric between central bank speakers, signalling to markets that rates will kee…
3 years, 6 months ago