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With interest rates, inflation and broader economic uncertainty continuing to influence Australia’s property market, what lies ahead for property prices and investors?

In this episode of The Propertybuyer Podcast I joined host Rich Harvey to discuss the outlook for Australia’s property market and the factors that could shape its future direction. The conversation explores the changing economic environment and what investors should consider when navigating market uncertainty, with a focus on the forces influencing property markets and long-term investment decisions.

by Roger Montgomery Posted in Podcast Channel, Property.

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• POSTED IN Podcast Channel, Property.

The Reserve Bank of Australia (RBA) is stuck between a rock and a hard place. Following four cash rate increases commencing in February 2026, it looks likely that Melbourne Cup Day will see the fifth increase in nine months, potentially taking the cash rate to 4.85 per cent, the highest rate since 2008. Continue…

by David Buckland Posted in Market commentary.

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• POSTED IN Market commentary.

Ed Yardeni just published his latest research note titled “Is AI useless?”

Now, to be fair, questioning whether trillion-dollar hyperscalers, NVIDIA and Frontier Labs, are collectively making an AI-powered mistake is clearly motivated by a little attention-seeking, but AI leaders are facing real challenges. Continue…

by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.

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• POSTED IN Market commentary, Technology & Telecommunications.

In my latest article for The Australian, I explore why government bonds are becoming increasingly attractive after more than a decade of low yields and market volatility. I examine the forces driving U.S. Treasury yields, including economic growth, interest rate expectations and demand for safe assets, and explain why a slowing economy could create opportunities for bond investors through both income and potential capital gains, while presenting challenges for equity markets.

Download the article here: Bonds were down and out – now they could beat stocks Continue…

by Roger Montgomery Posted in Economics, Editor's Pick, Global markets, In the Press, Insightful Insights, Investing Education, Market commentary.

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• POSTED IN Economics, Editor's Pick, Global markets, In the Press, Insightful Insights, Investing Education, Market commentary.

Until now, Wall Street has been treating generative artificial intelligence (AI) as a license to justify virtually any valuation, no matter how lofty.

Aggressive spending today to dominate the architecture of tomorrow’s economy has led equity and bond investors to fall over themselves to avoid missing the next transformation of humanity.

However, over the last 24 hours, the market’s patience seems to have cracked. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Global markets, Insightful Insights, Market commentary.

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• POSTED IN Companies, Editor's Pick, Global markets, Insightful Insights, Market commentary.