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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In this week’s video insight I discuss a new acronym coined by analysts that encapsulates a group of technology companies that are dominating global markets; MANGO (Meta, Apple, Nvidia, Google, and OpenAI).  

Investors have long used catchy terms to describe dominant technology stocks – think FAANG (Facebook, Apple, Amazon, Netflix and Google), and Magnificent 7 (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla). Continue…

by Roger Montgomery Posted in Video Insights.

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The latest data out of China reveals the country is sliding deeper into deflation. In May 2025, consumer prices fell 0.1 per cent year-on-year, the fourth consecutive monthly decline, while producer prices plunged 3.3 per cent – the steepest drop since mid-2023. Continue…

by Roger Montgomery Posted in Foreign Currency, Market commentary.

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Yesterday, I joined Paul Turton on ABC Newcastle Mornings to unpack the recent developments in the Middle East and their implications for global markets, with a specific focus on stock performance and oil prices. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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Last night on ABC Nightlife with Tim Webster, we unpacked the impact geopolitical tensions can have on markets, the Australian housing market and China’s deflation dilemma. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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Notwithstanding Trump’s concerted efforts to create disharmony, civil unrest and global tensions, there are three things that will determine broader equity market returns for investors. These are inflation, economic growth and liquidity. Continue…

by Roger Montgomery Posted in Market commentary.

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An article published by the Shanghai Metal Market on 7 June 2025, revealed that the People’s Bank of China (PBOC) increased its gold reserves for the seventh consecutive month, up 60,000 ounces month-on-month. Continue…

by Roger Montgomery Posted in Foreign Currency, Global markets, Market commentary.

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Why is the stock market rising amid global conflicts in 2025?

In 2025, the world is grappling with significant geopolitical uncertainty. Tensions between the U.S. and China have wavered, the tragic conflict between Israel and Iran has escalated, and the ongoing war between Russia and Ukraine persists. Yet, despite these challenges, most major global equity indices have posted gains year-to-date. Continue…

by Dean Curnow Posted in Global markets, Market commentary.

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