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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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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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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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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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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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This week on ABC Statewide Drive with Jess Maguire, I explored the risks of stagflation and rising debt. While markets may look strong on the surface, the reality is more complex. Stagflation – when economic growth slows or stalls while prices continue to rise ­– creates a challenging environment for investors. We’re beginning to see signs of a slowing economy alongside persistent inflation, and that combination is far from ideal. So, what does this mean for share prices, and how should investors think about adapting their portfolios?

Listen to the full conversation from 1:44:30 here: Statewide Drive – Stagflation and rising debt

by Roger Montgomery Posted in Radio.

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With the U.S. stock market hovering at levels some describe as ‘stretched’, economic indicators are flashing mixed signals, prompting some observers to raise the spectre of stagflation – a toxic brew of stagnant growth and persistent inflation. Continue…

by Roger Montgomery Posted in Market commentary.

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Australia’s reporting season is now underway, shifting investor attention from Trump’s tariffs and cheating on the golf course to company earnings, as well as their 2026 outlook statements.  

The goal? Pinpointing sectors and businesses with the potential for genuine earnings growth. Even if Trump’s actions cause vibrations in the market, it will be the companies that can grow that will ultimately deliver the most attractive returns.  Continue…

by Roger Montgomery Posted in Companies.

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With U.S. President Donald Trump’s almost bipolar approach to domestic and foreign policy amid a drift to authoritarianism, investors in gold and bitcoin are demonstrating a belief that the U.S. dollar and American exceptionalism are simultaneously being undermined. Advisers globally, however, have the majority of their clients vastly underweight these assets in portfolios that remain highly exposed to stocks, and in particular, the S&P500 – an index whose sneeze causes everyone to catch a cold.

This article was first published in The Australian on 14 June 2025. Continue…

by Roger Montgomery Posted in In the Press.

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Investors are debating a number of scenarios. One is that Trump will install enough cronies on the board of the U.S. Federal Reserve that rates will be cut as many as five times in the next year. Supporters believe this could be incredibly bullish for markets, especially equities. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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