The raft of macroeconomic issues facing both Australia and the international economy are mounting as globally we face a future of higher interest rates and deglobalisation. In this interview with SMSF Specialist Kieran Hoare, ILP Director of Merthyr Law, Paul and Kieran discuss the most topical issues.
A little too exuberant The recent rally in equities is justified on relief… but nothing more than that. It is true that with exception of the banks, earnings generally have not been as bad as feared, and that relieves pressure on valuations short-term. However, these are backward looking indicators and do not consider the effect …
The last two medium term market bottoms have been somewhat signposted by the Australian bond market. Could this signal work a third time?
Have stocks bottomed in the near-term? The selling in global markets has been unrelenting however, despite ongoing geopolitical risks, could valuations support prices here?
As at 21 Feb, 63% of the total market cap of the ASX had reported earnings, the median beating their net profit forecasts by 0.8%. Of every 7 companies that have reported, 4 have exceeded market expectations and 3 have not. This is a pleasant surprise given that the Omicron variant ripped through the country …
It’s All about the Fed There is not an investor on Earth who is not aware of the market volatility that has hit global markets through January/February. It has not been a ‘Happy New Year’ for the market. Why has this happened? Because the most powerful influence over the US stockmarket (the world’s largest equities …
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