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US Fed rate cuts
Global Economy
Five grey swans that could swing markets
(Feb 14): A wareness of potentially high-impact but improbable developments should help investors prepare for unexpected changes in market conditions. In our base case, the global economy is poised to improve in 2020 and the outperformance gap between the
February 14, 2020
US Economy
Wall Street is wrong about negative interest rates
(Nov 18): The titans of finance have a new foe, and it’s not UK Labour party leader Jeremy Corbyn or senator Elizabeth Warren. Wall Street’s elite are attacking Europe’s central banks over their reliance on negative interest rates, saying they are h
November 15, 2019
Global Economy
Australia holds key rate, wagers property will lift spirits
(Nov 11): Australia kept interest rates unchanged on Nov 5, betting that a rebound in property prices will increase household wealth and confidence and see consumers more willing to part with their cash.
November 08, 2019