History is littered with bear markets and recessions. We’re in a bear market and a recession is inevitable. Can history tell us how deep and long this bear market and recession will be?
Mar 25 2020
Nothing short of containment and massive coordinated monetary and fiscal stimulus will save the global economy, economists believe. The RBA is now in on the act and the Australian government is doing its bit as well.
Mar 20 2020
The February result season started out well but faded as the month progressed. Subsequent developments nevertheless ensure past earnings results now have little relevance.
Mar 10 2020
A sluggish economy and a strong stock market in 2019. Forecasts for 2020 are becoming increasingly diverse.
Jan 29 2020
Dec 19 2019
The Australian stock market looks set to begin 2020 on from an overvalued position, making gains in the year hard to come by.
Dec 16 2019
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?
Nov 29 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.
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.
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.
Sep 16 2019
The February result season was one of the worst on record. The August result season actually was the worst on record.
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.
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?
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?
May 15 2019
The evidence is in: QE hasn’t worked. How now to stem the global slowdown when all options have been exhausted?
8:15 AM - Daily Market Reports
Mar 30 2020 - Commodities
Mar 30 2020 - FYI
Mar 30 2020 - Australia
Mar 30 2020 - Daily Market Reports
Mar 03 2020 - Technicals
Mar 18 2020 - Australia
Mar 20 2020 - Weekly Reports
Mar 24 2020 - Technicals
Mar 10 2020 - FYI
Mar 18 2020 - Australia