The Fed is afraid of causing a recession Published by Hilliard MacBeth on Feb 22, 2019 Since 2008 no central bank has been able to increase interest rates by more than 2 percent without taking a break. The Federal Reserve released the minutes of their January 29-30 meeting that reveal an abrupt change of direction, as they state that more... Read more
Australian financial crisis Published by Hilliard MacBeth on Feb 15, 2019 Australia avoided the worst of the 2009 worldwide financial crisis by pumping up the residential real estate industry. House prices rose, household debt levels soared, and the economy did very well. Is Australia on the brink of its first recession since... Read more
Guest post – The January Effect – Myth or Maxim? Published by Jonathan MacLeod on Feb 08, 2019 In deciding what to write about this week there were several topics that came to mind. Interest rates, valuations, and slowing growth are all important dynamics that are shifting and affecting market. But I thought it would be fun to cover something lighter... Read more
China could use autos to boost slowing GDP Published by Hilliard MacBeth on Feb 01, 2019 China is the most important emerging market economy. December data show a slowdown in growth there, sending a chill through world stock markets. One of the key sectors in China is the auto sector, as dozens of domestic companies compete in manufacturing... Read more