In my final show from Australia, I consider the latest outlook for the financial system, ahead of decisions from the FED and Bank of England as markets try to navigate the uncertain signals coming to the surface. It may be calmer for now, but the question is, is this the calm before the storm?
And I will be back from the other side of the world in a few days as things progress with more shows on property and finance.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
All Is Calm - But Is It The Calm Before The Storm? [Podcast]
This is an edited version of a live discussion with Head of Investments at Nucleus Wealth and Walk The World Funds, Damien Klassen. Where are the markets heading, and what are the chances there will be a policy mistake as rates are taken higher?
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now With Damien Klassen [Podcast]
In the latest market update, we look at stronger economic data from the US driving inflation and FED rates higher. We also cover Europe, Asia and Australia. Risks seem elevated with regards to future market action! A wake-up call to Bulls?
CONTENTS
0:00 Introduction 1:30 Earnings and PEG 6:24 PCE Read 9:45 New Home Sales 11:39 US Markets 14:15 Oil Prices And the USD 17:10 European Markets 19:35 Asian Markets 21:20 Australian Market 23:54 Crypto 24:11 Summary and Conclusion
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
Amplified Concerns Signals Further Market Falls Ahead! [Podcast]
While some market analysts are calling a significant rise as inflation is crushed, others are more negative, seeing a potential drop in the markets, before a pivot – but not for another year or so. Investment sentiment is out of line….
So, the question is, are further market falls likely? How low will corporate earnings go?
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
More Market Falls Are Definitely Possible! [Podcast]
Things remain in interesting territory for now as leading indicators are all over the show, and many are betting against the FED which has indicated it is not ready to even consider cutting interest rates any time soon, meantime the US Treasury may have other ideas…
U.S. Treasury yields a year from now are forecast to trade sharply lower than the level expected by bond strategists polled by Reuters just one month ago, underscoring how much financial markets have diverged this year from the central bank’s view.
While the U.S. economy grew at an annualised 2.9% in the final quarter of last year, it is clearly losing momentum. Market traders and policymakers differ on the severity of the coming downturn, as well as the likely policy response.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
Bonds Are Betting Against The Fed - And The Treasury? [Podcast]
At the end of the year, we can look back and pick over the coals of the old and look ahead to the new. But of course, it’s an artificial delineation, and the forces mustering at the end of the old year such as recession risk, rising interest rates in response to inflation, Ukraine and COIVD all are still in play.
Remember U.S. stocks just polished off their worst year since 2008 with a loss on Friday, bringing the year-to-date decline for the S&P 500 to 19.4%, its largest calendar-year drop since 2008. The only years where stocks fared worse were 2002, 1974 and 2008. The same holds true for the Dow Jones Industrial Average, which shed 8.8% this year, and the NASDAQ Composite, which lost 33.1%.
As previously high-flying megacap technology stocks and other interest-rate sensitive assets crumbled, value stocks outperformed this year, sending the Dow to its biggest calendar-year out-performance vs. the NASDAQ since 2000. The blue-chip gauge also recorded its biggest out-performance vs. the S&P 500 since the index’s creation. Energy stocks were a lone bright spot, as the S&P 500 energy sector recorded its best year on record with a 59% gain.
CONTENTS
0:00 Start 0:16 Introduction 0:30 Annual Performance 1:53 US$ 2:50 Bonds And Stocks Fall 6:15 Oil 6:40 Gold 7:00 Bitcoin and Gold Compared 8:50 Europe and UK 11:09 China And COVID 11:35 Australia 13:22 Recession Scenarios 19:42 Factors To Consider 24:15 Regulating Crypto 26:04 Conclusion and Close
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Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of my recent live discussion with Investment Manager Tony Locantro from Alto Capital in Perth as we reflect on the year that was, and what is coming in 2023. Plenty more Locantro Bingo…
We fixed up the audio glitch which was on the live version https://youtu.be/9E4XqabXhzM
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Tony Locantro - Year In Review And Ahead [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. In this week’s market update we look across the main markets to see what has been happening. Are the markets set for further falls as we approach year’s end?
CONTENTS 0:00 Start 0:15 Introduction 1:00 US Macro 4:20 US Markets 6:45 Oil 11:34 Gold 12:25 Europe And UK 14:45 Asia 16:42 China Macro 23:15 Australia 26:08 Crypto 29:15 Conclusion And Close
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
This Year The Santa Claus Rally Is On Strike! [Podcast]
