An independent and global perspective of the financial markets and the world economy
An independent and global perspective of the financial markets and the world economy

The Weekly Pain Report

The Weekly Pain Report provides a punchy, always provocative, and independent perspective on the key economic and political events moving global financial markets.

Jonathan Pain began his investment career in the early eighties and has run investment teams in London, Bahrain and Sydney.

He appears regularly on CNBC and Sky Business TV and is an ‘Associate’ of China Matters, an Australian based think tank.

Jonathan was one of a just a few investment strategists that predicted the crash in 2008, and his warnings have been acknowledged by respected commentators such as Alan Kohler. Before that he also predicted the bursting of the ‘Technology Bubble.’ More recently, in one of his most controversial and contrarian calls, he predicted that Donald Trump would win the US election.

Having lived in six countries, he now calls Australia home and his weekly commentary is read by government officials, central bankers, leading investment institutions, and his friends all around the globe!

 

He predicted the Reserve Bank would cut rates, “so aggressively it will make our eyes water”; from their current 1.5 per cent to just 0.5 per cent.

Emma YoungWAtoday
articles

The Sydney Morning Herald

jonathan pain crown perth
Economist and political analyst Jonathan Pain speaks at Crown Perth. CREDIT: DAVID BROADWAY

‘Aggressive’ interest rate cuts and electric car revolution in store for Australia: Pain

By Emma Young
February 15, 2019 – 9.38pm

One of the world’s foremost economic and political experts has predicted an Australian interest rate cut to 0.5 per cent and painted a picture of a future economy that revolves around electric cars, the South East Asian and Chinese economies – and of course, lithium.

interviews

CNBC

jonathan pain cnbc 2019
Jonathan Pain of The Pain Report latest CNBC interviews. CREDIT: CNBC

Trump is more ‘transactional’ than ideological in trade talks

4:38 AM ET Mon, 1 July 2019

Jonathan Pain of The Pain Report says the Trump-Xi meeting at the G-20 summit was not as bad as it could have been, but did not have any substantive outcomes.

The Fed could cut once in the third quarter of 2019: The Pain Report

3:48 AM ET Wed, 12 June 2019

Jonathan Pain of The Pain Report says the Fed is going to signal that its next move is a rate cut, but that it is not yet ready to do so.

The RBA could cut rates four times: The Pain Report

3:34 AM ET Fri, 3 May 2019

Jonathan Pain of The Pain Report says he expects the Reserve Bank of Australia to cut interest rates from 1.5 percent to 0.5 percent over the next couple of years.

Listen ‘very carefully’ to the bond markets: The Pain Report

2:54 AM ET Mon, 25 March 2019

Jonathan Pain of The Pain Report discusses what the inversion in the yield curve means. He says he respects the bond market’s message, which is “unequivocally” and “unambiguously,” that the global economy is slowing.

The US economy will slow down quite a bit in 2019: The Pain Report

3:39 AM ET Mon, 25 Feb 2019

Jonathan Pain of The Pain Report says the U.S. economy will slow down, but he does not expect it to enter a recession for the time being.

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