Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…

by Roger Montgomery Posted in Energy / Resources.

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Keeping an eye on the condition of the U.S. economy is necessary for international equity investing, as changes will ultimately influence whether rates are cut. One recent data point suggests another sector of the economy there is slowing. Continue…

by Roger Montgomery Posted in Market commentary.

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I joined Jess Maguire on Statewide Drive yesterday to discuss the question on many investors’ minds: why is the stock market hitting new highs, particularly given the current geopolitical environment? Continue…

by Roger Montgomery Posted in Radio.

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With all the chaos unfolding, unwinding and unfolding again in the Middle East, it’s easy to forget the bigger battle – the one for democracy in the U.S. – is still being waged. Back in early April, during the chaos of the tariff war-induced market turmoil, Donald Trump issued an executive order headed: “Maintaining Acceptable Water Pressure in Showerheads.” Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Today on Ausbiz with Juliette Saly, we explored why global stock markets are hitting new highs despite ongoing geopolitical tensions. You’d be forgiven for expecting markets to react negatively given the conflict in the Middle East, rising bond yields, Trump tariffs, and recent interest rate cuts. Continue…

by Roger Montgomery Posted in Companies, Global markets, TV Appearances.

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In this week’s video insight I discuss a new acronym coined by analysts that encapsulates a group of technology companies that are dominating global markets; MANGO (Meta, Apple, Nvidia, Google, and OpenAI).  

Investors have long used catchy terms to describe dominant technology stocks – think FAANG (Facebook, Apple, Amazon, Netflix and Google), and Magnificent 7 (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla). Continue…

by Roger Montgomery Posted in Video Insights.

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Yesterday, I joined Paul Turton on ABC Newcastle Mornings to unpack the recent developments in the Middle East and their implications for global markets, with a specific focus on stock performance and oil prices. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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Last night on ABC Nightlife with Tim Webster, we unpacked the impact geopolitical tensions can have on markets, the Australian housing market and China’s deflation dilemma. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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