Call: 02 8884 8900 | Email: info@insserv.com.au
Key Points: The combination of the natural human tendency to focus on bad news, expectations rising beyond the ability of the economy to deliver, the increased availability of information & the rise of social media are likely magnifying perceptions around worries and making it easier...
Key Points: The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and oil reserves running down. It’s contributing to rising bond yields and putting pressure on share market valuations. The tax changes...
Key Points: The key changes are a wind back in negative gearing, the taxation of real capital gains, numerous moves to reduce regulation, and modest net budget cuts over five years. The projected deficits are now slightly lower over the budget period by around $45bn,...
Key Points: The RBA hiked its cash rate for the third time this year by another 0.25% to 4.35% in response to inflation running above target and concerns that it will likely remain so for longer given price pressures partly flowing from the War with...
Key Points: The upcoming Budget is an ideal opportunity to reframe government policy to put the economy onto a stronger path. The latest global crisis adds to the case for this. The five key things the Budget needs to do are: limit any “cost-of-living” relief;...
Key Points: Uncertainty remains high over the US/Iran War with a ceasefire declared but no agreement in talks so far. Tensions continue to remain high and oil flows remain restricted, with Trump announcing his own blockade on the Strait of Hormuz. But pressure on Trump...
Key Points: The War with Iran has led to a surge in oil prices & worries of stagflation which has pushed share markets sharply lower. Predicting how this will all unfold is hard. The key is to stay focused on the basic principles of successful...
Key Points: The RBA hiked its cash rate for the second time this year by another 0.25% to 4.1% in response to inflation running above target and the War with Iran likely to boost it further. A further rate hike is highly possible, but the...
Key Points: Uncertainty around the duration of the US/Israel war with Iran has intensified with oil prices spiking to $US119/barrel only to then plunge as President Trump hinted that the war may be close to over. This is in turn driving big gyrations in investment...
Key Points: The start of a war between the US and Israel and Iran poses the risk of a significant disruption to global economic growth given the likelihood of significant disruption to the supply of oil, particularly through the Strait of Hormuz. This in turn...