Market and Economic Updates
Here you will find updates on the Economic Outlook around the world, including updates on what is happening in the Stock Markets.
Markets are volatile – why? COVID-19 has not gone away yet. The ‘ugly data’ is about to roll out. What does that mean and where are we heading?
The worst is yet to come (sorry, no sugar coating, BUT … ). Here it is ..
The rate of COVID-19 Spread. What is happening to the reinfection rate? How serious is the economic damage?
NZ’s approach to Covid-19. Are we heading into a Global Depression? Comparing Now to 1930s Depression & the 2008 GFC.
The volatility across markets has been significant and matches other times in the past when we have seen extreme conditions.
How are the stats for the spread of COVID-19 looking? What does it all mean for us? What does toilet paper have to do with investing?
The market and the economy are different things. Where are we at? Where to next !?
Are there any signals? Where is the bottom of the share market trough? Is it time to use the ‘P’ word?
Markets have continued to drop. So, we enter the next phase. What should we do? Is it too soon to move?
Don’t look now but markets just dropped unexpectedly and …
Overnight, markets around the world have dropped sharply. Why is that relevant? Should we be concerned? Where to next?
With Coronavirus continuing and markets becoming increasingly volatile, what Investment Strategy should we apply right now…
With Coronavirus developing – what should you be doing about your Investment Portfolio?
Coronavirus emerging is not surprising when we consider how it comes about. The spread of the virus is not the big risk. Uncontrolled mutation is the real risk…
The unsettling thing about the Coronavirus is its, as yet, unidentified ability to mutate. So, should we be worried?
The dispute between Donald Trump and China is ongoing. It does slow down economic growth. Does it mean no growth!?
The liquidity bubble is an event that I have warned of since 2003. Over that 16 years, it has grown bigger. Reducing interest rates is one component that helps expand the liquidity bubble. Does that mean recession?
That 0.5% OCR cut surprised most people. What does it really mean for borrowers and retirees living off term deposits? What about homeowners and property investors?
There has been a lot of talk about global debt and the looming “day of reckoning”. Are we close now?
The US, Australia, New Zealand and other countries are seeing interest rates decline to never seen before, all time lows. Good or bad?
Trade tensions are ongoing even though China and America have just agreed to recommence talks. Is Donald Trump right about…
Bubbles can be difficult to see in advance. Here is one that may not be obvious…
Donald Trumps move on Huawei could get interesting…
Donald Trump is not holding back. The Chinese are not saying much BUT…