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Ausbiz – fading U.S. exceptionalism
Roger Montgomery
June 19, 2025
I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U.S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U.S. dollar’s dominance, the BRICS (Brazil, Russia, India, China and South Africa) nations’ pursuit of alternatives, and the potential for modest returns from the S&P 500 due to high price-to-earnings (P/E) ratios. Continue…
by Roger Montgomery Posted in TV Appearances.
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Bond market on alert: rising yields, weak demand and looming debt flood
Roger Montgomery
June 19, 2025
Recently, I recorded a video discussing the U.S. bond market flashing red. That video, to our great surprise, went a little viral. Continue…
by Roger Montgomery Posted in Market commentary.
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Bonds are still flashing red
Roger Montgomery
June 18, 2025
Following strong interest from my latest video insight on the U.S. bond market this update takes a deeper look. Continue…
by Roger Montgomery Posted in Video Insights.
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ABC Business News – U.S.-China trade talks and market insights
Roger Montgomery
June 16, 2025
I joined Kirsten Aiken on ABC News earlier this week to discuss the recent U.S.-China trade talks. While these discussions aimed to reinforce the trade truce established last month in Geneva, they primarily offered a framework without substantial new commitments, leaving investors largely unimpressed. The prevailing concern among investors, however, is the perceived gradual shift of the U.S. towards authoritarianism, which is creating significant unease in the markets.
by Roger Montgomery Posted in Market commentary.
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The U.S. slide into authoritarianism
Roger Montgomery
June 13, 2025
As an investor witnessing more than three decades of booms and busts, I find it increasingly difficult to separate investing from politics, especially when political figures have a harmful, toxic, and deleterious impact on investment performance. I am frequently told by those who disagree to stay in my lane and steer clear of politics, but under Trump, the two subjects are intertwined. I believe it’s impossible to peer into the future – where investment returns are produced – and ignore Trump’s impact, and therefore, his intentions. Continue…
by Roger Montgomery Posted in Market commentary.
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Trump’s “Big Beautiful Bill” threatens equity markets as global debt wall looms
Roger Montgomery
June 13, 2025
Trumps massive deficit spending plan coincides with an unprecedented refinancing burden that could drain market liquidity. Continue…
by Roger Montgomery Posted in Market commentary.
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ABC Newcastle Mornings – Trump/Musk fallout, LA riots, and the U.S dollar
Roger Montgomery
June 12, 2025
I joined Paul Turton on ABC NSW Mornings to unpack the public breakup between Donald Trump and Elon Musk, the unrest unfolding in Los Angeles, and the weakening U.S. dollar – and what this all means for Australia investors. Continue…
by Roger Montgomery Posted in Radio.
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Trump’s systematic assault on U.S. democracy
Roger Montgomery
June 11, 2025
The return of Donald Trump to the presidency has brought with it a series of actions and policies that systematically undermine the foundational principles of American democracy. Continue…
by Roger Montgomery Posted in Market commentary.
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