There can be little doubt that the US economy is strong right now. What’s harder to work out is whether stock prices have factored this in, or whether the bull market has more left in the tank.
International currencies have all slipped against the US dollar. This means that global liquidity is tightening. So it's time to be cautious.
With trade war tensions escalating between the US and China, it’s surprising to see that Aussie stocks have powered ahead. Ironically enough, we have a falling Aussie dollar to thank for this.
The message here is clear. The US Federal Reserve is slowly draining excess liquidity from emerging markets. That makes investing during these times particularly tricky.
The massive investment into liquid natural gas (LNG) over the past decade has resulted in the development of a new export industry. It may finally start to pay off over the next few years.
Friday saw the release of the non-farm payrolls report. The US economy created 223,000 jobs in May, compared to expectations of 188,000. The unemployment rate is just 3.9%, which, according to CNBC, is the lowest since April 2000.
China wants to grow and America wants to continue the living standard they enjoy today. So rather than focus on this trade war, why not look at real opportunities to grow your money?
Investors have retreated from European stocks after seeing political upheaval in Italy. The euro is once again facing an existential threat. What does this mean for world markets?
The RBA reckons China’s debt is now around 260% of GDP. If the US and European economies slow into the second half of 2018 and into 2019, then China will feel the effect. How will this impact Australia?
The US dollar rally has barely paused for breath since getting underway in February. Late last week, it took its toll on commodities. Oil fell nearly 3%. Iron ore fell 3.7%, while aluminium declined 0.7%. What will happen next?