Red Corner (Bull) Ed Yardeni

I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. Continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Market commentary.

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The 2026-27 Australian Federal Budget, handed down on May 12, 2026, fundamentally alters the economics of property flipping.

For decades, a tax system that rewarded capital growth over rental yield made the “buy, renovate, and flip” property model a popular way for middle-class investors with a bit of energy and an idea to get ahead.

However, Labor’s latest proposed tax reforms have gutted the high margins that once made short-term established property speculation rewarding. Continue…

by Rhodri Taylor Posted in Economics, Insightful Insights, Investing Education, Market commentary, Property.

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I joined Juliette Saly on Ausbiz today to discuss the 2026 Federal Budget and whether changes to Capital Gains Tax (CGT) and negative gearing could ultimately create unintended consequences for younger Australians. While the reforms are aimed at improving housing affordability, I explained why reduced incentives for investors and forecasts for fewer homes to be built could place further pressure on supply and long-term wealth creation. Continue…

by Roger Montgomery Posted in Economics, Insightful Insights, Investing Education, Market commentary, TV Appearances.

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Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U.S./Iran war. 

The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. Continue…

by David Buckland Posted in Economics, Energy / Resources, Insightful Insights, Investing Education.

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In my latest video insight, I explain why I believe the budget could fundamentally reshape property investing in Australia. Changes to negative gearing and capital gains tax may discourage investment in established properties, slow housing and credit growth, and create unintended consequences for banks, property-related businesses and younger Australians trying to build wealth.

Continue…

by Roger Montgomery Posted in Economics, Editor's Pick, Insightful Insights, Investing Education, Market commentary, Property, Video Insights.

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This week I am back with Over The Money Fence with Nicola Dale and Di Edwards.  

This series aims to help you take control of your finances with clarity and confidence. 

In this episode, I reassure Nicola and Di that despite everything that’s going on globally, it’s not all doom and gloom when it comes to the economy and markets. 

Are we in a recession? I discuss the cost-of-living crisis and how this is changing our spending habits, plus the latest pricing tricks used by supermarkets and airlines. 

We also talk about property and why I believe that people who are predicting that property prices in Australia will fall by 40 per cent are wrong. Continue…

by Roger Montgomery Posted in Aura Group, Economics, Investing Education, Market commentary, Podcast Channel.

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The 2026 Federal Budget has landed with some significant implications for investors.
I discuss the key economic indicators and the tax changes that are set to reshape the investment landscape.

Economy

The starting point is to expect higher global inflation and lower growth with the scale of impact dependent on the length and severity of the U.S./Iran war.

Growth in Australia is expected to slow to 1.75 per cent in 2026/2027.

Real wages are expected to go backwards again, which means living standards are expected to decline. Continue…

by David Buckland Posted in Economics, Editor's Pick, Feature Article, Financial Services, Insightful Insights, Investing Education, Market commentary, Popular.

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I was fascinated by this ABC article, which welcomed the federal Labor Government’s expected changes to negative gearing and capital gains tax in the 2026 Budget. While the article focuses heavily on tax policy as the lever for change, it largely omits the supply-side pressures of record migration and high construction costs. It also ignores the massive burden Labor’s massive and unbridled spending has on the budget, ensuring the young are locked in to paying off the debt for decades to come. Finally, it ignores the fact that when the older generation have taken out a mortgage to fund a rental property investment, they are reducing their burden on social welfare, specifically the government funded pension. Continue…

by Roger Montgomery Posted in Economics, Property.

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• POSTED IN Economics, Property.