In our weekly market review, we survey trends in the US, then Europe, Asia, and Australia, as well a covering developments in Oil, Gold and Crypto. The main take-out is the continuing uncertainty pertaining to inflation, and interest rates, as well as conflict in Ukraine. The fallout is already significant, with global food prices reach a new all time high, the UN has reported.
The Dow ended higher Friday, but that wasn’t enough to prevent a weekly loss as tech snapped its winning streak under pressure from surging Treasury yields following further details on the Federal Reserve’s plan to rein in inflation.
Finally in Crypto, Bitcoin is nowhere near where it was just five months ago – at that time in November of 2021, the world’s number one digital asset was trading for about $68,000 per unit – the currency has managed to get itself out of the doldrums and spike into the mid to high $40,000 ranges, a solid improvement over the $37,000 it was trading for in mid-March.
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An edited version of a live discussion as I explore the latest market trends with Damien Klassen, Head of Investments at Walk The World Funds, and Nucleus Wealth. What’s happening in the markets, and where are they heading?
0:00 Start 0:18 Introduction 1:20 Damien Joins 2:00 Market Expectations On Rates 5:30 Yield Curve Inversion 20:00 Oil and Electric Vehicles 35:50 Investment Platform Traps 58:00 Crypto/Stablecoins 1:05 CBDC 1:10 Inflation 1:18 Gold 1:25 Active versus Passive 1:30 Market Psychology 1:35 Summary and Close
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Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay Investing Now With Damien Klassen [Podcast]
My Friday afternoon chat with Tarric Brooker got philosophical today as we pick apart the events of the week. A number of critical issues are in play which have some potential negative impacts.
Tarric is @AvidCommentator on Twitter. His slides are at https://t.co/v1IVtBzRua
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Digital Finance Analytics (DFA) Blog
Well, It’s All Coming Unglued... With Tarric Brooker [Podcast]
My latest Friday afternoon chat with Journalist Tarric Brooker, as we explore the latest charts on the economy and more. Current events are getting more wild, to the point that had they been in a Hollywood plot, critics would have panned it. Tarric is @AvidCommentator on Twitter.
We should expect volatility to amp up Monday and is already heading for its biggest two-month surge in a year, according to a gauge of cross-asset expectations for price swings in Treasuries, U.S. stocks and global currencies. Treasuries are leading the way. But this potentially is another Lehman moment, as the U.S. and its European allies stepped up their response to the escalating conflict as Vladimir Putin ordered Russia’s military advance to proceed, announcing plans to sanction the central bank in Moscow and cut off various Russian lenders from the critical SWIFT financial messaging system. That comes on top of earlier moves against the country’s biggest banks and restrictions on the nation’s bonds. Russia’s currency has fallen to a record low amid the current crisis.
As a result, it is likely that all thoughts of QT and inflation control will be swamped by the potential need for liquidity and Central Banks will do what they keep doing.
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In this weeks market update, which is overshadowed by the action in Ukraine, we consider whether the markets are looking past Russia’s intervention.
The spike in volatility through the week triggered wild swings in global shares, commodity prices and safe haven assets, including government bonds and gold, as investors recalibrated their positioning.
Well certainly U.S. stocks jumped for a second day on Friday with the Dow up more than 2% in afternoon trading and Oil prices fell back below $100 a barrel, easing some concerns about higher energy costs.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
I am joined by Journalist Tarric Brooker as we discuss this week’s traumatic events, and he shares more slides on topics of the day. Link to slides here: https://t.co/NxO6SqzYQn
Tarric is @AvidCommentator on Twitter.
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of my live discussion about the current state of the economy and what may lay ahead with Leith van Onselen who writes as the Unconventional Economist at MacroBusiness. Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and Goldman Sachs. He has a strong background in economic policy and financial sector regulation. Leith holds a Bachelor of Commerce (Honours) degree from Melbourne University and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now FINSIA). Leith can also be found on twitter: twitter.com/leithvo
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Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay Economic Shock Ahead: With Leith van Onselen [Podcast]
