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 […]
27 Nov 2018
No permanent blue chips
“I have always described my vision of hell as having to value GE over and over again, for eternity” –...
3 minute read
24 Mar 2021
Fond memories
With the post-COVID economic recovery exceeding expectations, Dion Hershan, Head of Australian Equities, looks at the potential return of cyclical...
3 minute read
0 Comments