In this interview with ausbiz held just prior to the US Federal Reserve hiking rates by 75bps – the largest increase in 28 years – Tim Toohey, Head of Macro and Strategy, details why he believes the risks of outright recession in the US by the end of 2022 are fast becoming clear. Tim explains what that means for Australia and in particular for corporate earnings as the June reporting season draws near.
15 Jun 2022
In this interview with ausbiz held just prior to the US Federal Reserve hiking rates by 75bps – the largest increase in 28 years – Tim Toohey, Head of Macro and Strategy, details why he believes the risks of outright recession in the US by the end of 2022 are fast becoming clear. Tim explains […]
03 Apr 2020
Maintaining conviction in Major Bank Hybrids
Roy Keenan, Head of Australian Fixed Income at Yarra Capital Management, details why COVID-19…. Pandemic related volatility in ASX-listed major...
2 minute read
16 Nov 2022
Economists are idiots!
As a long-time card-carrying member of the economics fraternity Tim Toohey doesn’t say this lightly: economists are idiots. Worse still,...
7 minute read
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