Continuing good inflation data in the US has sent markets into the “great rotation”. However, the Federal Reserve still needs a little more good news before it decides to cut. In Australia, the all-important June quarter CPI print was a mixe...
Learn moreTourist and alternative lifestyle mecca Byron Bay may be getting stripped of its nudist beach but it is the RBA that is getting embarrassed by larger than expected figures! Meanwhile, the EU has started cutting, the US remains on course for cuts, Japan ...
Learn moreThe RBA did it again, raising interest rates by 25 bps to 4.10 percent on Tuesday: the highest level since April 2012. The world was a little different back in 2012, the RBA had been mostly cutting rates since the GFC and then governor Glen Stevens was ...
Learn moreThe OECD recently released its forecast for global GDP for 2023. At 2.7 percent, it is the lowest growth rate since the GFC. Around the world, economies are improving, but the fight with inflation remains heated and will eventually impact growth. China ...
Learn moreFears of a financial meltdown in the US and Europe have faded and instead we have returned to regular broadcasting with slowing inflation and slowing economies. The UK with its stubborn inflation remains the odd country out. China is still benefiting fr...
Learn moreCentral bankers were already suffering from analysis paralysis with inflation versus recession, but March has now thrown banking crises into the mix. We live in interesting times! The good news is that for the investor, there are gains to be had in vari...
Learn moreInterest rates will still need to rise higher and for longer, but there are signs in Australia and the major economies that a slowdown is coming. How fast that slowdown occurs will determine the actions of central banks over the next year. What is h...
Learn moreA happy lunar new year saw a strong start to the year for Australian stocks as China looks to regather lost momentum in 2023. However, the RBA is looking to pop the party balloons with some more rate increases this year. Until we know we have...
Learn morePositive economic results in December makes for a complex picture going forward. Central banks have seen enough of a slowdown in inflation to moderate their rate rises, but not enough of a slowdown in their economies to stop raising rates in Q1. Further...
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