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I joined Jess McGuire on ABC Radio’s Statewide Drive yesterday on ‘Liberation Day’, to discuss the consequences of Trump’s tariffs on the global economy.

We took a step back in time to explore the similarities between the 1930 Smoot-Hawley Tariff Act and Trump’s newly announced tariffs. Given the striking similarities of these policies, we explored the consequences of the 1930s tariffs and considered the potential parallels for today’s global economy such as slowing global trade, slowing global growth, and the risk of recession. Continue…

by Roger Montgomery Posted in Radio.

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Yesterday, I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an opportunity, where temporary setbacks, like the REA Group (ASX:REA) CEO’s resignation, may offer buying chances. Looking ahead, U.S. and China tensions and debt refinancing remain key risks, with history suggesting a potential market decline despite the bullish backdrop. You can watch my full interview here: Ausbiz – 2025 wildcards beyond the White House Continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. Continue…

by David Buckland Posted in TV Appearances.

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The global economy faces a complex landscape as trade tensions between the United States and China persist, threatening economic stability. This week, Ric Deverell, the highly regarded Chief Economist at Macquarie, shared insights on the potential for a U.S. recession, the resilience of China’s economy, and the ripple effects on global markets, including Australia and Europe. Our interpretation of his comments follows, and where data is independently available, we have provided that data along with sources. Continue…

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

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This week, I joined Nicola Dale and Di Edwards from the Over the Back Fence podcast to kick off a new monthly podcast series, Over the Money Fence – created to help women build confidence and clarity around money, and investing. Continue…

by Roger Montgomery Posted in Podcast Channel.

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In the second week of April, the S&P 500 recorded a historic day, on Tuesday the key Wall Street index’s intraday swing marked the first time since at least 1978 the benchmark hit an intraday high up more than 4 per cent – only to close down more than 1 per cent. And the Nasdaq blew its biggest intraday gain since at least 1982. Continue…

by Roger Montgomery Posted in In the Press.

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I joined Paul Turton on ABC Newcastle radio to discuss the recently announced tariffs and their impact on global markets. The market reacted swiftly, with both the S&P 500 and Nasdaq declining as investors weighed the potential consequences. Many economists believe these tariffs could have negative long-term effects, despite being designed to encourage onshore manufacturing, particularly in the technology sector. However, such policies also carry risks, including escalating trade wars between countries and disruptions to imports and exports, which could have broader economic implications. Continue…

by Roger Montgomery Posted in Radio.

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Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. Continue…

by David Buckland Posted in Radio.

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This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. Continue…

by Roger Montgomery Posted in Podcast Channel.

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I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.

Economically, we see fears of stagflation loom (with Goldman Sachs forecasting minimal GDP growth or even a mild recession), a 19 per cent S&P drop, rising inflation expectations, falling consumer confidence, and small business strain. Continue…

by Roger Montgomery Posted in TV Appearances.

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