Feature Stories

Latest Stories

2020 Foresight: Australia

A sluggish economy and a strong stock market in 2019. Forecasts for 2020 are becoming increasingly diverse.

Jan 29 2020

2020 Outlook: Australia

The Australian stock market looks set to begin 2020 on from an overvalued position, making gains in the year hard to come by.

Dec 19 2019

2020 Outlook: Global

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 16 2019

Australian Banks: More Dividend Cuts To Come

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

Previous Stories

Taking Down The Killer Dollar

Oct 16 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.

Rudi’s Comprehensive August 2019 Review

Oct 09 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.

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.

« Older Stories

Latest News

1
Lithium Producers In A Holding Pattern

2:30 PM - Australia
2
FNArena Corporate Results Monitor – 24-02-2020

1:34 PM - Australia
3
RESEARCH: Interview With MD Brookside Energy

12:50 PM - FYI
4
When High-Flying Tech Darlings Return To Earth

10:57 AM - Weekly Reports
5
ESG Focus: Investing For The Fourth Industrial Revolution

10:29 AM - ESG Focus

Most Popular

1
EV Predictions Show Strained Metal Supply

Feb 07 2020 - Commodities
2
Confidence In ResMed Continues Unabated

Feb 03 2020 - Australia
3
ESG Focus: Manufacturing Revolution, Devolution and Evolution

Feb 12 2020 - ESG Focus
4
Australian Broker Call *Extra* Edition – Jan 29, 2020

Jan 29 2020 - Daily Market Reports
5
Uranium Week: The Nuclear Conundrum

Feb 11 2020 - Weekly Reports
6
Uranium Week: Uncertainty Lingers

Jan 28 2020 - Weekly Reports