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Showing 21 - 30 of 171 results for "US recession"

Death of dividends greatly exaggerated: Epoch

ELIZA BAVIN  |  TUESDAY, 12 MAY 2020
In the midst of Australian companies cutting dividends due to the effects of COVID-19, Epoch Investment Partners says investors can still generate dividend income from offshore. Damien McIntyre, chief executive of GSFM, the distributor of Epoch's ...

Chief economist update: No escaping the inverted yield curve

BENJAMIN ONG  |  MONDAY, 4 MAY 2020
... jumped from a bat or pangolin into humans (take your pick). That other curve -- the yield curve (which presages a US recession) - rules (again), reinforcing its predictive power. Back in August last year, I boldly went where only a few dared to go, predicting ...

Chief economist update: AUD depreciation no cure for coronavirus

BENJAMIN ONG  |  THURSDAY, 2 APR 2020
... and the collapse of Long-term Capital Management (LTCM) in 1998; it fell from around US$0.65 to US$0.49 during the US recession in 2001 following the September 11 attacks of the same year; and, it dropped from US$0.91 to US$0.62 at the onset of the GFC ...

Chief economist update: The virus, the trade deal and the AUD

BENJAMIN ONG  |  MONDAY, 17 FEB 2020
... from US$0.80 to below US$60 during the Asian financial crisis; it fell from around US$0.65 to US$0.49 during the US recession in 2001 and following the September 11 attacks of the same year; and, it dropped from US$0.91 to US$0.62 at the onset of the ...

Chief economist update: Has the Fed conquered the yield curve?

BENJAMIN ONG  |  THURSDAY, 12 DEC 2019
... majority of market participants expect no change in US interest rates in 2020. The US has come a long way baby... from US recession worries to the prospect of a resumption of hikes in interest rates by 2021 (as per the December dot plot). This isn't ...

The AUD is key

BENJAMIN ONG  |  MONDAY, 18 NOV 2019
... from US$0.80 to below US$60 during the Asian financial crisis; it fell from around US$0.65 to US$0.49 during the US recession in 2001 and following the September 11 attacks of the same year; and, it dropped from US$0.91 to US$0.62 at the onset of the ...

Chief economist update: How low will Lowe go?

BENJAMIN ONG  |  FRIDAY, 15 NOV 2019
... from US$0.80 to below US$60 during the Asian financial crisis; it fell from around US$0.65 to US$0.49 during the US recession in 2001 and following the September 11 attacks of the same year; and, it dropped from US$0.91 to US$0.62 at the onset of the ...

Chief economist update: Santa Claus is coming to town

BENJAMIN ONG  |  MONDAY, 11 NOV 2019
... despite global economic concerns centred on the ill-effects of the trade war and underscored by fears of a looming US recession predicted by the inverted yield curve. The only explanation being that bad news is good news. The worse the global economic ...

Chief economist update: It's the money, stupid

BENJAMIN ONG  |  TUESDAY, 29 OCT 2019
... steepening in the US yield curve, so much so that it's no longer inverted, and with it, the probability of a US recession (a year from now) had dropped from a 12-year high - that signalled the 2007-2009 recession - of 37.9% to 34.8%. The recent weakening ...

Chief economist update: US recession on the cards

BENJAMIN ONG  |  THURSDAY, 3 OCT 2019
... market. As a result, the S&P/ASX 200 index rallied by 0.8% on that day... only to drop by 1.5% the following day, as US recession fears came back to the fore. This time, sparked by reports that the US Institute of Supply Management (ISM) manufacturing ...