A sluggish economy and a strong stock market in 2019. Forecasts for 2020 are becoming increasingly diverse.
Jan 29 2020
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
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
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
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?
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.
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.
Mar 06 2019
By many metrics, the result season now past was one of the worst on record.
2:30 PM - Australia
1:34 PM - Australia
12:50 PM - FYI
10:57 AM - Weekly Reports
10:29 AM - ESG Focus
Feb 07 2020 - Commodities
Feb 03 2020 - Australia
Feb 12 2020 - ESG Focus
Jan 29 2020 - Daily Market Reports
Feb 11 2020 - Weekly Reports
Jan 28 2020 - Weekly Reports