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Key Points: It’s normal for bond yields to rise in economic recoveries but it’s looking increasingly likely that the nearly 40-year super cycle decline in bond yields is over. This will remove a key tailwind for investment returns over the decade ahead but as we...
Key Points: There are increasing signs that science and medicine are getting the upper hand against coronavirus: new global cases are in decline; vaccines are working; half the global population and 73% of Australians have had at least one vaccine dose; and there are more...
Key Points: It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply constraints and central banks likely have further to run and could see the correction go...
Key Points: The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home lending now look imminent. But this is just a cyclical measure. More fundamental measures to...
Key Points: Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems. Shares may still have more downside as it will take...
Key Points: Since its February high of around $US0.80 the $A the $A has fallen on the back of global growth concerns, a slowdown in China and the Delta outbreak in Australia. However, there is good reason to expect the $A to resume its rising...
Key Points: Australian GDP growth slowed in the June quarter but to a stronger than expected +0.7%qoq. This avoids a technical recession, but the current quarter is likely to see a 4% slump due to the lockdowns. While there is lots of gloom around there...
Key Points: China is seeing a regulatory crackdown on tech companies, the property sector and inequality aimed at supporting its middle class. The shift to “bigger government” likely has further to run. Chinese economic growth is likely to be soft this half but policy easing...
Key Points: Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news, improved valuations, investor awareness of last years’ experience of a post lockdown bounce back, vaccines...
Introduction:- The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak growth, peak monetary and fiscal stimulus, high inflation, and high...
