A Deep Dive into Artificial Intelligence This report was prepared by Frais Capital Research Analysts Lu Huang and Liam Nguyen and reviewed by industry experts. Lu has been studying the applications of machine learning in finance as part of her degree at the University of Melbourne. Since ChatGPT launched in November 2022, AI has accounted […]
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How Damaging Will Tariffs be on the Global Economy?
Are tariffs as economically damaging as often predicted? This Frais Capital article delves into the potential impact of tariffs on the global economy, especially in light of past policies. Author Les Coleman questions the consensus view, analyzing historical trends and economic flexibility to suggest that economies may be more resilient to trade shocks than commonly believed. Discover a fresh perspective on a contentious economic issue.
US Debt Bubble Is Ringing Warning Bells
Recently the US House of Representatives passed a bill that would greatly expand America’s outstanding debts, which had previously been forecast to reach US$59.2 trillion by 2035. (The current balance is $35 trillion). Normally when a country announced it had embarked on an act of fiscal recklessness on such a grand scale its stock market […]
Global Trade & Markets Update
Trump announced new global “Liberation Day” tariffs from the White House. Over 60 countries are affected, with tariffs ranging from 10% to 49%. Equities across Asia are expected to tumble on the news while US futures turned sharply lower after briefly turning positive. Nasdaq futures dropped more than 4.2 per cent, while contracts for the […]
Beware Tokyo-Sized Potholes Ahead
The 20 percent plunge in Japanese share prices between August 1 and August 6 wiped out around US$1.2 trillion in the collected savings of Japanese mum and dad investors and large pension funds. The wealth destruction impact of this event was roughly equivalent to 80% of Australia’s top 100 companies becoming worthless overnight. The lingering […]
President Trump Mk 2: Probably Not the Investors’ Friend
The growing likelihood that Donald Trump will be the next US President, and possibly in control of both houses of Congress, should prompt investors to review their investment strategy. While currently both equity and bond markets appear relaxed at the prospect of the second Trump presidency that almost certainly won’t be the case when he […]