What could the economic consequences of the coronavirus be? Some perspective…
Interest rates on hold (for now)...
Rates on hold
Trade deal or handshake?
Silver lining?
Investment returns slowing...
RUOK?
What does the volatility mean for investors?
Trade War: Markets reeling
Markets rebound on Coalition win
The trade war is back
After taking a back seat over the last six months as negotiations appeared to make progress the US/China trade war is back on with the President Trump – “tariff man” - ramping up tariffs on Chinese imports again and threatening more and China moving to retaliate. This note takes a simple Q & A approach to the key issues…
Flirting with recession...
"Big Progress"
The Fed & Market Turmoil...
Three years after it first started raising interest rates in this cycle the Fed has increased rates for the ninth time, raising the Fed Funds rate another 0.25% to a target range of 2.25-2.5%. While this was largely anticipated by markets, the Fed was less dovish than expected and so shares sold off in response. That said it does appear that the Fed has got to a point where it can now pause or at least raise rates more slowly…
