Economics

With US ten-year bonds range trading between 1.5 per cent and 3.0 per cent over the past two years, there is a view that US inflationary expectations are dead and buried. continue…

by David Buckland Posted in Economics, Insightful Insights.

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Following the September Board meeting, the Governor of the Reserve Bank of Australia (RBA) has provided a very thoughtful perspective of the Australian economy and the RBA’s view on asset prices. It’s well worth a read. continue…

by Ben MacNevin Posted in Economics, Insightful Insights, Value.able.

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Writing for Finsia’s InFinance daily report, Robin Christie has quoted the Big Four banks’ head economists speaking at the AB+F Breakfast with the Economists event in Sydney late last week. continue…

by Roger Montgomery Posted in Economics, Financial Services, Insightful Insights.

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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.

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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.

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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.

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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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