Liberation day has dampened any positive expectations about the near-term future. Risk markets have gapped lower, with energy ...
Donald Trump’s second term was expected to reignite the market strategy of his first – corporate tax cuts, deregulation, and ...
For the banks, most of their hybrid issuance are also known as Additional Tier 1 (AT1) securities, and bank issuance of AT1 ...
The latest US tariffs plus extreme policy uncertainty point to a sharp decline in US output and the risk of a synchronised ...
Similarly, a 50-basis-point rise in 10-year break-even inflation expectations is typically associated with an approximate 4% ...
Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it ...
Pitching ‘Liberation Day’ at the start of April has shone a light on the stock market’s assessment of Donald Trump’s reset of global trade in the first three months of the year. The numbers are in for ...
With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for ...
AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over ...