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Money Puzzle Podcast – fading AI hype, tariffs, and recession indicators
Roger Montgomery
March 19, 2025
I joined James Kirby on The Australian’s The Money Puzzle to discuss the declining momentum in artificial intelligence (AI) stocks, Trump’s recent tariffs, and recession indicators. To set the stage for positive market performance a combination of disinflation, positive economic growth, and central bank liquidity is required. With the imposed Trump tariffs, the buzz around AI waning, and a decline in liquidity – has confidence in positive market performance for 2025 dampened?
by Roger Montgomery Posted in Podcast Channel.
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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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- POSTED IN Companies, Global markets, Market commentary.
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Is it time to pull the plug on electric vehicles?
Roger Montgomery
March 17, 2025
Electric vehicles (EVs) have been hailed as the future of transportation – promising a cleaner and greener alternative to traditional internal combustion engine (ICE) vehicles. Governments worldwide have pushed EV adoption through subsidies, tax credits, and ambitious targets, while car manufacturers have invested billions to electrify their fleets. However, announcements from major automakers, as well as recent data and surveys in the U.S., Australia, and Europe, suggest EVs may not be the wisest purchase for consumers today. Continue…
by Roger Montgomery Posted in Manufacturing.
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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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EVs still on the brakes
Roger Montgomery
March 13, 2025
For years, we’ve been fed a whimsical story that battery electric vehicles (BEVs) are on an unstoppable march to dominate our roads – spurred on by ambitious government targets, subsidies, that hydrocarbons are evil, and a steady drumbeat of headlines proclaiming that “electric is the future.” Continue…
by Roger Montgomery Posted in Manufacturing.
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MEDIA
ABC Nightlife – is there more selling to come?
Roger Montgomery
March 12, 2025
I joined Philip Clark on ABC Nightlife to discuss the latest finance news, including nervous investors, declining stock markets, Trump, tariffs, trade wars, and Chinese warships off our coast. Is there more selling on the horizon and what should investors look at? You can listen to the full episode here: Nightlife Finance with Roger Montgomery
by Roger Montgomery Posted in Radio.
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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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- POSTED IN Global markets, Market commentary.
