Economics

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.

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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.

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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.

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Deutsche Bank has circulated its predictions of Federal Reserve actions for the next six months. continue…

by Ben MacNevin Posted in Economics, Insightful Insights.

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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.

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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.

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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.

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According to The Wall Street Journal: “Tight credit, restrictions on the ownership of multiple homes and an easing of prohibitions on alternative investments overseas have triggered a long-expected downturn in the Chinese residential housing market.” continue…

by Roger Montgomery Posted in Economics, Market Valuation, Property, Tourism.

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In February 2014, Robert Brusca, Chief Economist of FAO Economics, was quoted as saying: “U.S. imports are weak. And imports are closely linked to GDP. Weak imports suggest that there will be more weak GDP reports to come. That is bad news and it is the kind of bad news that trumps the good news”. continue…

by Roger Montgomery Posted in Economics, Energy / Resources, Insightful Insights.

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In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.

by Roger Montgomery Posted in Economics, Global markets.

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