Market Overview

Recession forecasts for the US continue to swirl, but the risk still looks low from the perspective of expectations for the first-quarter GDP report that’s scheduled for April 27, when the...

Despite media headlines, podcasts, and broadcasts suggesting “doom and gloom” lurks around the corner, investor bullishness has increased markedly sincetheOctober lows. This isn’t...

Most of us are inundated with financial advice. Whether it’s TikToks that tell you how to cheat the banks and pay $0 in interest, or your cousin who knows about this start up company that he...

The Westpac-Melbourne Institute Consumer Confidence Index lifted 9.4% to 85.8 in April, with confidence across mortgage holders growing 12.2%. Key points Westpac-Melbourne Institute Consumer...

DXY rose before Easter:   AUD is down, down:Oil and gold are holding:Dirt was OK:Miners (NYSE:RIO) fell:EM stocks (NYSE:EEM) stalled:Junk (NYSE:HYG) too:The Treasury curve steepened:Stocks...

When the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t scared.Yield curve...

I must say that it is discouraging how often I have to write about the Phillips Curve.The Phillips Curve is a very simple idea and a very powerful model. It simply says that when labor is in short...

DXY bounced hard last night. EUR may have formed a double top:   AUD was pulverised then bounced some:Gold and oil held the gains:Dirt is falling:Miners (NYSE:RIO) too:And EM stocks...

CoreLogic's rental review for the March quarter revealed an annual jump in rental rates of more than 10%, and vacancy rates remaining near record lows. Key points Median rents increased by more...

Speaking on Monetary Policy, Demand and Supply to the National Press Club on Wednesday, RBA Governor Dr Philip Lowe noted many Aussies who have previously held ultra-low(e) fixed-rate loans, have...

Queensland's State of Origin team had eight series wins in a row; the RBA had 10 hikes in a row, but there's no victory shield to raise for Governor Dr Philip Lowe. Key points RBA paused in April,...

DXY sagged again last night:   But that could not save the AUD:Gold to the moon. Oil is going to bust again:Dirt is leading the way:Miners (NYSE:RIO) were thumped:EM stocks (NYSE:EEM) held...

The expected long-run return for the Global Market Index (GMI) held steady at 6.0% annualized in March, unchanged from last month and close to its trailing performance over the past decade. The...

The early Easter ‘treat’ delivered by the RBA comes despite major bank economists at odds over whether the Reserve Bank would increase for the 11th consecutive month or pause in April. ...