Discussing global economics and investing on ausbiz with Andrew Geoghegan

4 Risks Investors Should Watch for in Q4 (4 Minute Read to "Bottom Line") #marketcommentary #marketoutlook #economy #monetarypolicy #fed #earnings #tariffs #usdebt #tradewar #ratecuts #interestrates #federalreserve #usdebt #balancedportfolio #stocks #bonds #election #wealthmanagement #marketoutlook #diversification #wealthpreservation #equitymarkets #assetallocation #wealthprotection #investing #retirementplanning #stockmarket #finance #economy #financialplanning #investments #economicoutlook #markets #investors #money #investmentmanagement #stockmarketnews #stocks #stockmarketinvesting #stockmarketupdate #stockcommentay #budget #largecapvalue #valueinvesting #valuestocks #dividendstocks #dividendinvesting #dividends #bonds #interestrates #marketoutlook #stimulus #inflation #bankingandfinance #earnings #earningsseason #economiccycle #economicrecovery #bearmarket #bearish #economics #investment #debt #growthstocks #inflation #inflationhedge #inflationstrategies #correction #marketcorrection #economynews #marketforecast #governmentspending #governmentpolicy #wallofworry #supplychaincrisis #supplychaindisruption #inflation #consumerspending #federalreserve #fiscalpolicy #fedpolicy #tapering #inflation #volatility #marketvolatility #interestrates #ratehikes #earningsseason #housingmarket #dollar #recession #recession2023 #useconomy #earnings

If you have investments, you may be watching the politicisation of America’s economic institutions closely as it could have implications for the markets. AFH’s Chief Economist, Colin Warren, looks at the risks that could result from it in his latest commentary. https://lnkd.in/ekXGDvuP #afhwealth #AmericanEconomy #EconomicCommentary #Investing #Markets

Malvern Capital has published our Q3 2025 Commentary and Market Outlook. In this newsletter we discuss the Federal Reserve and interest rates, the effect of interest rate cuts in developed international markets, and the U.S. economy. In addition, we cover current risks to the economy, corporate earnings, market valuation, and our S&P 500 index target return for 2025.  Check it out here: https://lnkd.in/g_Nw_hcN #interestrates #tarriffs #investing #inflation #ocio #investmentmanagement #federalreserve #financialplanning

If you have investments, you may be watching the politicisation of America’s economic institutions closely as it could have implications for the markets. AFH’s Chief Economist, Colin Warren, looks at the risks that could result from it in his latest commentary. https://lnkd.in/eNYvfhDQ #afhwealth #AmericanEconomy #EconomicCommentary #Investing #Markets

In our latest Fixed Income Investment Quarterly webcast, Iain Stealey and Jemma Clee looked at all the key bond market trends and dynamics. Catch up with the views of our senior fixed income investors on tariff implications for growth and inflation, the Fed’s dual mandate, and the resultant investment opportunities and risks. Listen now: http://spr.ly/6046A5qOO

U.S. data and Powell's speech today could drive the next market shift. Stay prepared and trade confidently—smart preparation turns volatility into opportunity. Keep growing beyond borders. #GFSFutures #Investment #PowellSpeech #ForexTrading #FOMCUpdate

Fed's Powell: No 'risk-free path' on interest rate decisions. US monetary policy “is not on a preset course”, Federal Reserve chair Jerome Powell said on Tuesday (23 September) while outlining the 2025 economic outlook. Check out Michael N.’s latest article 👇 https://incm.pub/4nKvsAz #investment #wealthmanagement #assetmanagement #finance

The September Market Update is now available. Herbein Financial Group Investment Advisor Representative Matt Kline delivers a timely analysis of the Fed’s policy outlook, inflation signals, and portfolio strategy considerations. Read now: https://lnkd.in/eNp8cb-S

The Fed has resumed its rate cut cycle, leading investors to rethink their fixed income strategies. We believe treasury floating rate notes stand out as a compelling option in this environment. They seek to provide a yield advantage while traditional bond yields fluctuate and help preserve capital during uncertain rate paths. Read Kevin Flanagan’s blog for a breakdown of today’s fixed income investing landscape: https://bit.ly/3Izdanb

The Fisher Effect highlights the critical relationship between inflation, interest rates, and real returns. Irving Fisher's insight established that as inflation rises, nominal interest rates increase, while real interest rates remain stable in the long run. This relationship is vital for protecting investors’ returns, emphasizing the necessity for policymakers to account for inflation expectations when setting interest rates to foster economic stability. #FisherEffect #Inflation #RealReturns #InterestRates #Macro #Policy #MacroEconomics #Investing