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…
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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
June Markets Update
Surprise US CPI print sends market down 3% (June 10, 2022) Back in April we spoke about the pervasive damage done by rising energy costs and called out the lack…
June 12, 2022
There is a LOT going on!
Some months are just plain boring. Some months there is just too much to try to get into one story without running to 20 pages and then losing the plot.…
April 11, 2022
Yield curve – Uncontrolled
October ended the month with a three day streak where yields on short term bonds were shot out of a cannon. It was a test of the resolve of the…
October 31, 2021
March 2021 Markets update
The S&P/ASX 200 Accumulation Index increased +2.55% in March while the MSCI World Index (A$) was also higher at +4.42%. The global equity indexes were assisted by the conversion back…
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April 6, 2021