2023 Budget update
The 2023 Budget is out now, although most of the detail had been well telegraphed over the last few weeks. The forecast for the 2023 financial year is that the…
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May 10, 2023
Interest rate news for investors
This week saw Australian economists blind-sided by another 25 basis point (0.25%) interest rate hike from the Reserve Bank. The official cash rate now stands at 3.85%. Some fixed income…
May 4, 2023
Silicon Valley Bank closure
A run on banks and cryptocurrency
An old fashioned bank run – accelerated by rumours that spread at internet speed and massive withdrawals – hit Silicon Valley Bank (SVB) on Thursday. Depositors pulled a massive $48…
March 12, 2023
2022 wrap and 2023 outlook
The year 2022 was a stinker. In financial terms at least. The Russian invasion of Ukraine, leading to an energy crisis, resulting in rampant inflation, followed by central banks around…
January 16, 2023
Weak markets in 2022 – what’s next?
This has been, by most accounts, a terrible year for markets. Global equities are down, bonds are terrible, and property prices are coming under pressure. So far it has been…
December 11, 2022
Federal Budget update
Jim Chalmers has delivered his first Federal Budget, but with many of the policy details having been pre-announced there were not too many surprises. Please remember the following budget announcement…
October 25, 2022
Market Chatter
October Markets Update
Stocks are in a bear market and with the energy crisis not improving, the odds are that many G7 countries are headed into a recession. Investor and consumer sentiment readings…
October 23, 2022
Interest Rate Cycle – what it means for Shares
What have we learned from past rate hike cycles? In this post I dive into some of the details that are important for you to understand.
September 4, 2022
Interest Rates are Falling
Just in case you think I’ve gone batty, I have the charts to prove it! When all the world is talking about rates rising, the mysterious bond market is doing…
July 14, 2022
Inflation is rampant, are we also now headed for a recession?
In recent months the US first quarter GDP was revised to -1.6%. The Q2 results are not yet in, but the Atlanta Fed publish a ‘GDPNow’ data series that is…
July 5, 2022