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Key Points: Angst about economic conditions has been running high in recent times. This is evident in chronically low consumer confidence readings and a downtrend in measures of happiness. It’s also arguably evident in the rise of populist parties globally and more recently in Australia. ...
Key Points: Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares to rise; economic activity data right here right now has been okay; earnings growth has...
Key Points: After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting. However, the RBA retained a tightening bias noting that inflation Is “still too high” and is likely to remain so for some time and that it...
Key Points: National average home prices were flat in May according to Cotality, the weakest since January last year. Prices fell further in Sydney and Melbourne, and the boom time cities of Brisbane, Adelaide and Perth are seeing growth slow. The housing shortage and expanded...
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...
