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This morning on Ausbiz with Juliette Saly, we unpacked the confusing signals coming from global markets. Despite geopolitical turmoil, rising inflation expectations, and forecasts of rate cuts – which usually signal economic weakness – equity markets are hitting all-time highs, credit spreads remain narrow, and liquidity appears abundant. Continue…

by Roger Montgomery Posted in TV Appearances.

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Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss Michele Bullock’s decision to hold the cash rate. The Reserve Bank of Australia (RBA) cited that monthly data is erratic and therefore they are waiting for more reliable quarterly figures. A rate cut later this year remains a strong possibility. Continue…

by David Buckland Posted in Radio.

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Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.

While we can’t control these events, we can control where we invest.

That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. Continue…

by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.

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This morning i joined Juliette Saly on Ausbiz to discuss how investors should focus on central bank actions rather than rhetoric – given liquidity continues to be a key driver behind today’s market momentum. Over the past year, global liquidity has surged by around US$10 trillion, helping to fuel the dramatic rise in equities, defence stocks, and artificial intelligence (AI). Continue…

by Roger Montgomery Posted in TV Appearances.

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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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I joined Paul Turton this morning to unpack why markets are climbing despite geopolitical tensions and economic headwinds. Wall Street is edging toward record highs, encouraged by shifting perceptions of Trump’s policy agenda, including tax exemptions for U.S. tech giants. Surprisingly, markets have remained resilient amid high tariffs, Middle Eastern conflicts, and military tensions in Europe. Continue…

by Roger Montgomery Posted in Radio.

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I joined Phil Clark on ABC Nightlife to explore why markets are rallying despite wars, tariffs, and economic uncertainty. I explained how abundant liquidity is fuelling speculation – from meme stocks to cryptocurrency – and shared why investors should tread carefully. Continue…

by Roger Montgomery Posted in Radio.

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I joined David Taylor on ABC’s The World Today to discuss the growing wave of speculative euphoria sweeping global financial markets. From meme stocks and cryptocurrencies to gold and penny stocks, investors are chasing high returns. Could this just be a reflection of greater liquidity? Continue…

by Roger Montgomery Posted in Radio.

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Yesterday I joined Jess Maguire on ABC Statewide Drive to discuss why markets are defying expectations and soaring to new highs despite escalating global tensions, war, and looming U.S. tariffs.

I explained that while investors typically flee from uncertainty, many are instead focused on the potential benefits of select Trump policies and the artificial intelligence (AI) boom, creating a surge in optimism. Continue…

by Roger Montgomery Posted in Radio.

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This morning on ABC Mornings with Paul Turton, we discussed the upcoming corporate reporting season and what it might reveal about Australia’s economic health. I noted that while markets have been strong so far this year – led by banks and tech – investors will be closely watching whether earnings justify this optimism. Continue…

by Roger Montgomery Posted in Radio.

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