Global markets
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Has the bull run its course?
Roger Montgomery
March 18, 2025
It’s been a record run for stocks. The past two years delivered historic returns for global and U.S. stocks. Indeed, the 24- months ending 31 December 2024 ranks as one of the top 10 two-year periods since the middle of last century. continue…
by Roger Montgomery Posted in Companies, Global markets, Market commentary.
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Tariff tantrums
Roger Montgomery
March 14, 2025
The front-of-mind topic for investors, now that reporting season is over, is what Trump’s trade wars and tariffs, the potential of an end to AI-related stock leadership, and general volatility mean for the stock market’s outlook. Today we touch on one of the bullish arguments I came across in my readings. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What goes up must come down
Roger Montgomery
March 12, 2025
Seasoned equities investors are always prepared for the rollercoaster ride that markets can deliver, but the post-U.S.-Presidential-election period has delivered a particularly dizzying ride, especially for those riding the ‘Trump Bump’. Is it over? continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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China’s rising tensions – lessons from historical parallels
Roger Montgomery
March 11, 2025
I am somewhat aghast to read of the latest tweet from the Chinese embassy in the United States. It reminds me of a disturbing historical pattern of conflict and caused me to consider the similarities with past pre-war triggers. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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The ripple effect of cheap Chinese goods: unveiling the global plastic waste crisis
Roger Montgomery
December 9, 2024
A wave of inexpensive Chinese products flooding the developing world is reportedly stirring tensions towards China and countries beyond Europe and the U.S. As Beijing seeks to forge alliances amid escalating trade disputes with the U.S., it asks developing nations to absorb its excess manufacturing output. continue…
by Roger Montgomery Posted in Global markets.
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Clear and present danger to sharemarkets posed by Republican presidencies
Roger Montgomery
November 25, 2024
by Roger Montgomery Posted in Global markets, In the Press.
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The character of a President
Roger Montgomery
November 6, 2024
As the world watches the U.S. vote, it turns the page on a new and arguably uncertain chapter. I have just read a startling essay about Donald Trump’s character. One marvels at Americans’ willingness to vote for such a person as President. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Popular.
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How will the U.S. election impact stock markets?
Roger Montgomery
November 5, 2024
We first published this blog back in August, but that might have been a little premature. With the U.S. voting for their next president in 24 hours, we think publishing today is more timely. Enjoy.
While the U.S. presidential campaign is entertaining to watch from afar (and more than a little disturbing this time around), spare a thought for our friends in the U.S. who have to sort through the rhetoric, lies, and assassination attempts to select their leader for the next four years. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Should you buy a Chinese EV? The U.S. says NO.
Roger Montgomery
September 24, 2024
Australia needs to urgently ditch the luxury car tax so that Chinese electric vehicles (EVs) aren’t the only cheap option. According to U.S. security experts, Chinese EVs are a danger to national security.
In a decisive move with significant implications for the United States (U.S.) automotive and technology sectors, the Biden Administration this week unveiled plans to prohibit the use of Chinese-developed software in internet-connected vehicles. continue…
by Roger Montgomery Posted in Global markets, Technology & Telecommunications.
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Who cares wins?
Roger Montgomery
August 5, 2024
While the U.S. presidential campaign is entertaining to watch from afar (and more than a little disturbing this time around), spare a thought for our friends in the U.S. who have to sort through the rhetoric, lies, and assassination attempts to select their leader for the next four years.
by Roger Montgomery Posted in Global markets.
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Immediately after Donald Trump’s election as the next president of the United States, market analysts began exploring historical correlations to assess potential implications for investors.