It was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in late July. Weaker European manufacturing data, the threat of a Trump impeachment and lingering uncertainty over US-China …

Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond yields also dropped back while the $US and gold lifted. On the trade front, China’s decision to cancel a planned trip to US farms …

Global equities continued to recover last week, buoyed by ongoing signs of a thawing in the frosty trade relations between the United States and China. Each side offered the other olive branches, with China agreeing to exempt certain US imports from tariffs and the US …

Global equities enjoyed another positive week thanks largely to confirmation that the US and China will engage in another round of trade talks next month. Bond yields pushed higher and gold eased as ‘risk-on’ sentiment tentatively prevailed in markets. Despite weakness in global manufacturing data, service …

After a very worrying start, global equities eventually recovered over the course of last week – thanks to no immediate Chinese retaliation to Trumps’s latest tariffs hikes and ongoing signals that the two sides are still at least talking. Hope springs eternal! It helped also …

Inversion of a key US yield curve measure (the gap between US 10-year and 2-year Federal Government bond yields) sent jitters through Wall Street last week, as did further signs of softer economic growth in Europe and China. The global stock pull back continued as …

Global equities slumped last week reflecting two negative events: disappointment with regard to Fed guidance and Trump’s new tariffs.  A flight to safety saw long-term bond yields plumb new lows, the $A weaken, and $US and gold prices firm.  The $A has now hit my …

Global equities pulled back from record highs last week – reflecting an early batch of mixed US earnings results and continuing disappointment that the Fed is still not inclined to cut rates by an aggressive 0.5% next week. Trump’s renewed sabre rattling – suggesting …