02 August 2022 • By Jeff Helsing • 1 min read
Our base case is not for a recession in 2022 in the US, but the risks of a mild recession are rising. We are still expecting nominal GDP in the 4 t...
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Be it politics, markets or conflict, evidence is mounting that 2022 is a year of volatility. The global financial markets have taken a big hit in t...
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Top Gun is playing at cinemas across the country and Kate Bush is climbing up the charts, but it is not only popular culture that is seeing a 1980s re...
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Soaring inflation has sparked a wave of monetary policy tightening, not just in the US but globally. Aggressive monetary policy tightening, endurin...
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This year could turn out to be the year of the Tiger for Chinese equities after all. After a shaky 12 months, foreign investors are beginning to retur...
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Global ‘super-drivers’ fuel changes that impact businesses and markets around the world including Australia, and they also hold the key to success...
READ MORE Inflation, interest rates and the US dollar all need to peak this year before markets calm down. Global growth won’t resume until the recent sp...
READ MORE Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These moments mark w...
READ MORE The US dollar (USD), as measured by the DXY, has strengthened 9 per cent since 1 November 2021. This came off a combination of (1) the “Fed Pivot”...
READ MORE As investors look for alternatives to today’s volatile share markets for their investment portfolios, there are many reasons why private markets are...
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