If you’re scratching your head over the market’s strong rebound since March, then join the club. Because there’s still a large cohort of economists and analysts who continue to see tough times ahead. Continue…

by Roger Montgomery Posted in Market commentary.

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Gauging the possible extent and duration of the economic downturn resulting from the COVID-19 crisis is a challenging exercise with many unknowns. However, one thing is reasonably clear: in the event that a safe and effective vaccine becomes widely available, the threat posed by the virus will be much diminished and the path to recovery made far smoother. Continue…

by Tim Kelley Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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It is widely acknowledged that China knew about the Coronavirus outbreak in late 2019 but did not report the outbreak until the virus appeared in Taiwan. And while the tectonic economic and personal cost remains to be counted, what we already conclude is that our attitude to China and its business interests on our shores must change. Continue…

by Roger Montgomery Posted in Market commentary.

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While US consumer spending, the US economy’s fundamental driver, fell 13.6 per cent in April, and recorded the steepest decline since 1959, the data is now a month old. More recently, the US Institute for Supply Management’s (ISM) Manufacturing Index for May rose to 43.1 from an 11-year low of 41.5 in April, suggesting the economy is rising up off the matt after being KO’d. Continue…

by Roger Montgomery Posted in Market commentary.

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