By Isaac Poole | 27 Sep 2021 | Media, TV Broadcast
Three separate issues are playing out at a global macro level, says Isaac Poole from Oreana Financial Services. He says all are linked by one macro factor – high debt levels, which is challenging policy. Yet, in the face of that, Isaac says markets have been... 
By Isaac Poole | 20 Sep 2021 | Media, TV Broadcast
Isaac Poole from Oreana says we don’t expect the Fed to announce tapering yet. Growth has been challenged recently, and the Fed is likely to want to wait to see what happens in the labour market over the next couple of months. And the delta variant has also brought... 
By Isaac Poole | 13 Sep 2021 | Media, TV Broadcast
In the wake of the latest economic news from the US, Oreana Financial’s Isaac Poole agrees ongoing disruptions to global supply chains are an upside risk to inflation. However, he also agrees with the Fed that very high near term inflation will give way to... 
By Isaac Poole | 06 Sep 2021 | Media, TV Broadcast
Isaac Poole is increasingly convinced value is opening-up in China and Hong Kong, and reckons equities are around 10% undervalued. On the flipside, he expects yields will continue to drift higher – and that has Oreana positioning “underweight” in... 
By Isaac Poole | 23 Aug 2021 | Media, TV Broadcast
Isaac Poole from Oreana Financial Services runs the ruler over the week it is going to be. Today is global PMIs day across the world and Isaac says he is expecting softer reads across the economy thanks to the rise of the Delta variant. The numbers, he says, will be... 
By Isaac Poole | 16 Aug 2021 | Media, TV Broadcast
The Fed’s minutes are out this week and there could be some implications for the Jackson Hole meeting next week. The meeting comes after the bad US consumer confidence read from Friday seems to vindicate the Fed’s cautious stance on the US recovery. Isaac...
