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Recession or recovery? The global economy is on a knife edge heading into 2020, due to ongoing uncertainties meeting renewed central bank support. How should investors greet the New Year?

Dec 06 2019

In the wake of bank reporting season, disappointed brokers cannot see how dividend levels can be sustained given the gale force headwinds blowing in FY20.

Nov 29 2019


Saxo Bank suggests the failure of a decade of monetary policy experimentation will lead the world into recession despite the lowest rates in history. It will begin with US dollar intervention.

Oct 16 2019

A comprehensive assessment of the August 2019 reporting season that might have been the worst since the GFC, but central bankers cutting rates provided ongoing support.

Oct 09 2019


Previous Stories

August 2019 Result Season: The Wrap

Sep 16 2019

The February result season was one of the worst on record. The August result season actually was the worst on record.


Australian Banks: Navigating The Mine Field

Sep 11 2019

The Royal Commission has changed the face of Australian banking, the housing market bust has killed loan demand, and ever lower RBA rates are not much helping. Nor are increasing capital requirements.


Australian Banks: Worth The Risk?

Jul 31 2019

The skies have cleared a little for Australia’s housing market, and the cash rate is falling. Are bank dividends worth the risk?


Australian Banks: New Horizons?

Jun 03 2019

Thanks to a surprise election win, a surprise APRA announcement and a big hint from the RBA, the skies are suddenly looking a lot brighter for Australia’s banks. But have the fundamentals really changed?


Modern Monetary Theory: Global Saviour Or Highway To Hell?

May 15 2019

The evidence is in: QE hasn’t worked. How now to stem the global slowdown when all options have been exhausted?


Australian Banks: Copping It From All Sides

Apr 02 2019

Regulatory scrutiny, political scrutiny, increased competition, a plunging housing market and a recalcitrant neighbour all add up to a grim outlook for Australian banks.


Rudi’s Comprehensive Feb 2019 Review

Mar 26 2019

A comprehensive assessment of the February 2019 reporting season that was dominated by vulnerabilities and weaknesses, but share market performance was supported by macro.


February 2019 Result Season: The Wrap

Mar 06 2019

By many metrics, the result season now past was one of the worst on record.


Australian Banks: Uncertain Times

Dec 19 2018

Bank earnings results met expectations but broker views vary on just how bad things can get from here, with house prices falling and the Royal Commission report still due.


Rudi’s Comprehensive August 2018 Review

Oct 26 2018

A compilation of stories relating to the August 2018 corporate reporting season in Australia, published between late July and early September. Attached is FNArena’s final balance for the season.