Economics
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Watch out for rising bond yields
David Buckland
May 6, 2015
In the Video Insight on January 12 2015 I mentioned poor consumer confidence and low wages growth domestically, in addition to very low growth in China and deflation in Europe that would see monetary policy “stay easier for longer”. I forecast the Reserve Bank of Australia would cut the cash rate “two more times in the first six months of 2015 and this would likely put a floor under the Aussie market.” continue…
by David Buckland Posted in Economics, Insightful Insights.
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Where’s the debt?
Tim Kelley
April 30, 2015
The New York Stock Exchange has recently released data on margin lending through to March 2015. What it shows is margin lending at a new all-time high – above the levels seen at the height of the tech boom and prior to the Global Financial Crisis (GFC). As you might expect, the data shows that margin lending tends to be popular when markets are hot. The build up of debt when equities are expensive no doubt exacerbates the pain of a subsequent market downturn. continue…
by Tim Kelley Posted in Economics, Insightful Insights.
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Should interest rates be lower?
Tim Kelley
April 9, 2015
The Reserve Bank of Australia (RBA) surprised the market this week by not lowering official interest rates. While the RBA statement did note that the Board would have a think about lowering rates in the period ahead, the market was pretty sure a cut was in the bag. As a result, a Tuesday morning rally in the equity market made a sudden about face when the news was released. continue…
by Tim Kelley Posted in Economics, Insightful Insights, Property.
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WHITEPAPERS
Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
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Will 2015 be the year Australia enters a recession?
Roger Montgomery
February 20, 2015
This week the question, whether 2015 will be the year Australian enters a recession, was asked by one of our subscribers, here is what I had to say in response: continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights, Market commentary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Will the Greeks wreck your retirement?
Roger Montgomery
February 17, 2015
On Monday night, the US markets were closed for the Presidents’ Day holiday but Greece was not sleeping comfortably.
To understand whether there are risks to your wealth from Greece’s posturing (and remember the US markets return to work tonight) it pays to understand where we are currently and how we arrived at this juncture. If you would like to know more read on. continue…
by Roger Montgomery Posted in Economics, Financial Services, Foreign Currency, Insightful Insights, Market commentary.
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It’s Coco-nuts!
Roger Montgomery
February 16, 2015
Chasing yield, wherever it can be found, is a pastime for many baby boomers whose income returns from traditional securities and bank deposits are being decimated. The fad global and Basel III banking capital requirements are potentially legitimising some securities, that under normal interest rate settings, might not have seen the light of day. continue…
by Roger Montgomery Posted in Economics, Financial Services, Foreign Currency, Insightful Insights.
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PWC’s: The World in 2050
David Buckland
February 12, 2015
PricewaterhouseCoopers (PWC) has recently released a report analysing how the world economy could look in 2050. As countries with large populations; including Saudia Arabia, Vietnam, Nigeria, Bangladesh and Iran, continue the urbanisation process Australia was predicted to slip from 19th in the world currently, down to 28th position by 2050. continue…
by David Buckland Posted in Economics, Insightful Insights.
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How low can you go? Deflation and negative bond rates
Roger Montgomery
February 10, 2015
With everyone getting very hot under the collar or excited (depending on whether you are a borrower or a lender) about the prospect of Australia’s cash rate falling below two per cent, we thought it might be interesting to point to something even more interesting that transpired last week in Europe. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
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We’re all in this together
Scott Shuttleworth
February 9, 2015
For the historically minded reader you will note that this title was a famous quote attributed to John Maynard Keynes, the grandfather of Keynesian economics. The quote is said to have been made by Keynes as he commented on the harsh post-war conditions placed on Germany at Versailles in 1919. In short, one condition required that Germany repay the Allies for the cost of the war. continue…
by Scott Shuttleworth Posted in Economics, Foreign Currency, Insightful Insights, Market commentary.
