RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.
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Fear and Greed – What the year ahead holds for investors
Roger Montgomery
July 1, 2025
I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.
Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. Continue…
by Roger Montgomery Posted in Podcast Channel.
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Farewell fiscal 2025, hello fiscal 2026
David Buckland
July 1, 2025
The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued its strong upward trajectory, increasing a further 63 per cent, on average, over calendar year 2024. Continue…
by David Buckland Posted in Economics, Editor's Pick, Foreign Currency, Market commentary.
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Leaking confidence – Reece’s outlook looking drained
David Buckland
July 1, 2025
In the twelve months to June 2025, Reece Limited (ASX:REH) delivered its shareholders a negative 43 per cent return, dramatically underperforming the ASX 300 Accumulation Index, which increased by 14 per cent. Continue…
by David Buckland Posted in Companies.
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Australia’s gas crisis – rich in resources but struggling with energy costs
Roger Montgomery
July 1, 2025
Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…
by Roger Montgomery Posted in Energy / Resources.
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Emerging signs of a deepening construction slowdown
Roger Montgomery
June 30, 2025
Keeping an eye on the condition of the U.S. economy is necessary for international equity investing, as changes will ultimately influence whether rates are cut. One recent data point suggests another sector of the economy there is slowing. Continue…
by Roger Montgomery Posted in Market commentary.
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MEDIA
ABC Statewide Drive – why is the market hitting new highs?
Roger Montgomery
June 27, 2025
I joined Jess Maguire on Statewide Drive yesterday to discuss the question on many investors’ minds: why is the stock market hitting new highs, particularly given the current geopolitical environment? Continue…
by Roger Montgomery Posted in Radio.
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The real battle within the U.S.
Roger Montgomery
June 27, 2025
With all the chaos unfolding, unwinding and unfolding again in the Middle East, it’s easy to forget the bigger battle – the one for democracy in the U.S. – is still being waged. Back in early April, during the chaos of the tariff war-induced market turmoil, Donald Trump issued an executive order headed: “Maintaining Acceptable Water Pressure in Showerheads.” Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Ausbiz – finding resilience in the stock market amid uncertainty
Roger Montgomery
June 26, 2025
Today on Ausbiz with Juliette Saly, we explored why global stock markets are hitting new highs despite ongoing geopolitical tensions. You’d be forgiven for expecting markets to react negatively given the conflict in the Middle East, rising bond yields, Trump tariffs, and recent interest rate cuts. Continue…
by Roger Montgomery Posted in Companies, Global markets, TV Appearances.
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