Feature Stories

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

Jul 31 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?

Jun 03 2019

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

May 15 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.

Apr 02 2019

Previous Stories

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.

Australian Banks: What Now?

Oct 10 2018

With bank reporting season approaching, and ANZ having already issued a warning, how do brokers assess the situation from here in the wake of the Royal Commission interim report?

August 2018 Reporting Season Wrap

Sep 12 2018

With reporting season now complete, we table the numbers and compare this season with those past.

China Slowing Into Trade War

Aug 13 2018

A trade war, if that is what is to eventuate, will do little to help a Chinese economy already showing clear signs of slowing.

Australian Equities Pre-August: Polarisation Remains The Word

Jul 27 2018

The story below was first published on 24 July 2018 as Weekly Insights. It has now been re-published as a Feature Story.

Gold And The Coming Crisis

Jun 28 2018

Research house Incrementum believes the tides are changing for global monetary policy, the reserve currency and technology. Such a changing of the tides could lead to another global crisis, from which gold would again provide a safe haven.

Australian Bank Reporting Season Wrap May 2018

Jun 06 2018

In the shadow of the Royal Commission, the Big Four banks have delivered results that point to a subdued outlook, while risks and uncertainties remain.