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Michael Ashton
Weekly Inflation Outlook: An Antacid For My Headache By Michael Ashton - Sep 26, 2022

This week we will again get several opportunities to reconsider the received wisdom that when mortgage rates rise, home prices must fall. Last week, median home prices in the existing home sales...

Michael Kramer
Action Packed Week For Markets   By Michael Kramer - Sep 26, 2022

It will be a busy week, that’s for sure. There will be plenty of data, including new home sales, pending sales, PCE, and the University of Michigan. On top of that, there will be a slew of Fed...

David Bassanese
Bond bloodbath By David Bassanese - Sep 26, 2022

Week in reviewContinued hawkish actions from the US Federal Reserve again weighed on global equity and bond markets last week, with an ill-judged very stimulatory UK budget also not helping fragile...

Chris Becker
26.09.22 Macro Morning By Chris Becker - Sep 26, 2022

Stock markets around the world remain in retreat mode following last week’s interest rate hike by the US Federal Reserve with local stocks at a new two month low. Wall Street and European shares...

David Llewellyn-Smith
Australian dollar screams towards hard landing By David Llewellyn-Smith - Sep 26, 2022

DXY is now a streaking flare warning of imminent global shock and recession. I have held the Millennial high as my target for a year or more. Could we overshoot?   AUD is being flushed away:Oil...

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