Markets wake in fright, The hunt for yield is back, the Fed Shift, Australia’s credit crunch, and more

Alan Kohler explains there were on global markets last night after a shocking downside surprise in German manufacturing data. The bond market is on fire, with yields tumbling everywhere in anticipation of a general economic slowdown.

So today’s edition is a bit on the gloomy side. But that’s just how things are at the moment, and you need to know why, and what might come next.

Specifically the search for yield has returned, which Alan examines in detail, along with the Fed U-turn, Australia’s credit crunch, and a possible earnings recession. At least there is good news out of China in the short term for now, which will support key stocks, including mining.

Alan has also touched on the flow of money in Australian wealth platforms, the impact on social media of the dreadful events in Christchurch, InvestSMART’s free portfolio tool, and the long awaited videos and slides from our sold-out series of presentations entitled: Myths That Can Hurt Your Wealth.

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