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Key Points: As widely expected, the RBA hikes 0.25% to 4.6%, as upside risks to inflation have “materialised.” The RBA retained a tightening bias noting that inflation Is “still too high” and that it will do what it considers necessary to achieve its mandate, “including...
Key Points: The Fed is likely to start raising interest rates to combat sticky inflation and affirm its credibility. First Fed rate hikes in a tightening cycle don’t normally signal the end of the bull market in shares but are consistent with volatility and the...
Key Points: Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty. This is part of a super cycle rise in bond yields that started in 2020, partly reversing the super...
Key Points: The slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%. Further falls are likely as we continue to expect another RBA rate hike...
Key Points: The increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts, or influencers, to show us the way...
Key Points: The RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait and see mode as it “assesses” the impact...
Key Points: Despite rising GDP per person, measures of happiness have been flat to falling in western countries including Australia. Key drivers are likely to be rising expectations, the rise of social media and falling housing affordability. It may be driving the rise of extreme...
Key Points: The first half of this year saw good share market returns despite the oil supply shock on the back of the US/Iran War. We remain upbeat on a 12-month view but see a high risk of another correction in the short term. Nine...
Key Points: Falling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards. But a broader driver of the malaise in living standards has been a slump in productivity growth from...
Key Points: While we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns. Risks around Iran and oil, various other geopolitical issues, sticky inflation and possible further rate hikes and AI related bubble worries could drive...
