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Kerry Craig

6 Podcast Episodes

Latest 26 Nov 2022 | Updated Daily

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The BoE disaster, bear markets, recessions… and good news stories Ft. Kerry Craig From J.P. Morgan

Australian Investors Podcast

Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management.Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between.Topics covered with Kerry Craig from J.P. Morgan Asset Management: What does your day job entail, Kerry? Can you provide an overview of what we’ve seen from global markets over the past 2-3 years? Let’s zoom into the UK for a few minutes and what we’ve seen there over the past 12 months and 12 days. Few people outside of a commerce degree or CFA would have heard of a gilt. How do you make sense of what we’ve seen? The US stock market has entered a bear market, why is that? Have US earnings come back to such an extent to warrant the sell-off? Shiller PE? Versus the US market, Aussie equities (down 10%) haven’t been hit as hard as the US (down 17%) in 2022. What’s been driving our performance relative to the US market? Has the Aussie earnings outlook been as impacted? This month the RBA bumped interest rates by 0.25% — and the stock market jumped 3.5%. Was it unexpected? What did you make of the call? Recession. There is talk — and lots of it — saying we’re headed to a recession here in Australia. What’s your view? Do you think we’ll enter a recession? What would be the signal to prove your viewpoint wrong? Over the ultra-long term, the Australian share market has been one of the best performers. Have you ever considered what makes Australia so special? What 2-3 key signals you are watching for the remainder of the year to gauge how we’ll enter 2023? If you were a student of macroeconomics today, who are 3 people you would follow or read to make sense of markets? Podcast Resources ASK A QUESTION Kerry on LinkedIn JP Morgan Say thanks to our tremendous sponsorsJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Click here to join Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.


14 Oct 2022

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JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation

The BIP Show

JP Morgan executive director and global markets strategist Kerry Craig joins Ken Veksler and Paul Colgan to talk about the evolving picture in the global economy as Delta takes hold and growth rates face new questions.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

1hr 1min

22 Aug 2021

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Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

The BIP Show

With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.


9 Jul 2020

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With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped

Devils and Details by Business Insider Australia

Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig Hosted on Acast. See acast.com/privacy for more information.


23 Nov 2017

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Australia And The New World: With JP Morgan's Kerry Craig On Wages, GDP, Property, China And Trump

Devils and Details by Business Insider Australia

Australia and the new world: With JP Morgan's Kerry Craig on wages, GDP, property, China and Trump   Hosted on Acast. See acast.com/privacy for more information.


16 Feb 2017

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With JP Morgan's Kerry Craig On The Global Market Selloff, Japanese Bonds, And Our Favourite Cities

Devils and Details by Business Insider Australia

Kerry Craig, global market strategist at J.P. Morgan, joins Business Insider Australia publisher Paul Colgan and markets & economics correspondent Greg McKenna, to discuss last week's selloff, the outlook for US interest rates, and their favourite cities. Hosted on Acast. See acast.com/privacy for more information.


15 Sep 2016