Stock markets in the US and Australia have been flirting with all time highs as the end of year rally continued into January but in China, the situation is not so grand. House prices and consumer spending are down again while stock market lows hav...
Learn moreAt a Glance: Europe's transition towards private debt highlights a significant shift from traditional banking, propelled by regulatory adaptations and market dynamics. Investors are attracted by private debt due to higher yield opportu...
Learn moreAustralia and the US are looking towards soft landings with inflation on the way down and resilient domestic economies. Japan may have begun monetary tightening while China and the UK remain economic disappointments. What is happening in Australia? ...
Learn moreThe RBA and Federal Reserve are both having a breather as inflation continues to head in the right direction. More interest rate increases are coming but their economies are proving resilient. The UK is an outlier with its stubbornly higher inflation. C...
Learn moreThe OECD recently released its forecast for global GDP for 2023. At 2.7 percent, it is the lowest growth rate since the GFC. Around the world, economies are improving, but the fight with inflation remains heated and will eventually impact growth. China ...
Learn moreFears of a financial meltdown in the US and Europe have faded and instead we have returned to regular broadcasting with slowing inflation and slowing economies. The UK with its stubborn inflation remains the odd country out. China is still benefiting fr...
Learn moreCentral bankers were already suffering from analysis paralysis with inflation versus recession, but March has now thrown banking crises into the mix. We live in interesting times! The good news is that for the investor, there are gains to be had in vari...
Learn moreInterest rates will still need to rise higher and for longer, but there are signs in Australia and the major economies that a slowdown is coming. How fast that slowdown occurs will determine the actions of central banks over the next year. What is h...
Learn more