Economics
-
Bubble watch #12 – we’re getting closer
Roger Montgomery
August 27, 2014
Journos are calling it a melt-up; economists are calling it a bubble. Here at Montgomery we’ve been writing since November last year that investors could expect rising asset prices (read: stocks and property) thanks to a regime shift at the US Federal Reserve under Janet Yellen. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
- 1 Comments
- save this article
- POSTED IN Economics, Insightful Insights
-
Is the Sky Falling?
Roger Montgomery
August 21, 2014
This morning, we read with interest the views of Chris Watling from Longview Economics, who believes the Fed is underestimating the strength of the US economy. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
-
Looking at: the unemployment rate
Ben MacNevin
August 20, 2014
In July, Australia’s unemployment rate on a seasonally adjusted basis increased to 6.4 per cent, which is above the US unemployment rate. This trend has important implications for the economy and the share market. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
- 2 Comments
- save this article
- POSTED IN Economics, Insightful Insights
-
Get ready for a stock market boom!
Roger Montgomery
August 15, 2014
I have just completed my latest monthly column for Money magazine, and it got me thinking about why I think there might just be an almighty stock market boom sometime between now and 2016. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
- 19 Comments
- save this article
- POSTED IN Economics, Insightful Insights
-
US Healthcare Spending
Ben MacNevin
August 1, 2014
The US Congressional Budget Office (CBO) provides analysis on economic and budgetary decisions, and it’s just materially revised downward its growth projections for US federal healthcare spending. continue…
by Ben MacNevin Posted in Economics, Health Care, Insightful Insights.
-
Don’t jump at shadows
Roger Montgomery
July 4, 2014
There is nothing in the dark that isn’t there when the lights are on.
It seems you can ignore warnings of an imminent stock market crash. The US Fed is happy for a bubble to form, and it’s not even worried about any subsequent bust. No longer is the US Fed beholden to fears of irrational exuberance, and commentators who point to rising risks may simply be premature, if not completely missing the point of ignoring who is in charge. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
-
Looking to: US Tapering
Ben MacNevin
July 3, 2014
Deutsche Bank has circulated its predictions of Federal Reserve actions for the next six months. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
- 1 Comments
- save this article
- POSTED IN Economics, Insightful Insights
-
Observing interest rates with Jim Grant
Roger Montgomery
June 12, 2014
James Grant of Grant’s Interest Rate Observer famously observed that gold was “the refuge of idiots”. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
-
Japanese CPI growth hits 23-year high
David Buckland
June 2, 2014
The make up of consumer price index (CPI) data in many countries is not necessarily closely related to the cost of living. For example, in the US, ‘everyday’ consumer expenditure on food and energy has less than a 25 per cent weighting on their CPI, and is excluded altogether from a ‘core’ inflation. continue…
by David Buckland Posted in Economics, Foreign Currency, Insightful Insights.
-
Budget ideas
Russell Muldoon
May 19, 2014
Now the dust has settled on last week’s budget announcement, we have collectively come up with a number of ways that proposed changes to the budget may impact listed businesses, and provide some of these below. continue…
by Russell Muldoon Posted in Economics, Health Care, Insightful Insights, Market commentary.