Latest from the blog...
Weekly market update 01-12-202301 December 2023 | Blog This week shares overbought but with more upside; more good news on inflation and rates; Australian inflation could be 3 point something by Dec; expect the RBA to hold but remain hawkish; and more. Read more
Oliver's insights - Australian dollar27 November 2023 | Blog Five reasons to expect the Australian dollar to rise into next year: it’s undervalued; short term interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia has a solid current account surplus. Read more
Weekly market update 24-11-202324 November 2023 | Blog Sharemarkets continued to rally this week, as US bond yields fell, economic data was mixed but indicated no urgency for higher interest rates along with communication from most central banks that signalled policymakers are in no rush to raise interest rates further for now. Read more
Econosights - Australia's high population growth23 November 2023 | Blog There has been a lot of focus on the record high level of Australia’s population growth in 2023 from the boom in immigration. We look at the impact of high population growth on the economy in this Econosights. Read more
Oliver's insights - nine key things for successful investing20 November 2023 | Blog Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind. Read more
Weekly market update 17-11-202317 November 2023 | Blog Shares up in the US, Eurozone and Japan but not in China; inflation is continuing to fall about as quickly as it went up; Australian wages & jobs are proving to be not strong enough for another RBA hike; and more. Read more
Weekly market update 10-11-202310 November 2023 | Blog Deputy Chief Economist, Diana Mousina comments bond yields drifting higher which is putting pressure on equities; RBA hikes again after a 4-month hiatus and lifts inflation and growth forecasts noticeability; and more. Read more
Econosights - rate hikes and US housing market07 November 2023 | Blog The US Federal Reserve has raised interest rates by 525 basis points (or 5.25%) since March 2022, which has been the fastest tightening cycle in the US since the late 1980s. We look at the impact of these interest rate increases on the US housing market in this edition of Econosights. Read more
Weekly market update 3-11-202303 November 2023 | Blog It has been observed that shares were helped by strong US earnings and seasonality; record population growth boosting Aust retail sales; RBA likely to hike again on Tuesday - but its a close call; and more. Read more
Oliver's insights - Australian housing market01 November 2023 | Blog Australian home prices rose again in October, with the supply shortfall on the back of record immigration dominating. While this is likely to continue, there is a high risk that the impact of high interest rates will start to get the upper hand next year particularly if the RBA hikes again and unemployment rises by more than expected. Read more
Weekly market update 27-10-202327 October 2023 | Blog This week shares remain under pressure; central banks at or near the top; but RBA likely to hike again - although there remains a strong case for it to "wait and see". Read more
Oliver's insights - medium term returns24 October 2023 | Blog Since 1999 nominal returns have been more constrained averaging 6.2% pa as we entered a lower return world with real returns averaging 3.6% pa. The odds are that returns are likely to be even more constrained over the next 5 to 10 years. This article looks at why. Read more
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