australian economy

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to...

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have...

As I speak with our investors and partners, banks, building owners, financiers, and fund managers to get insights into a COVID-affected market, some key points stand...

Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as...

Risk assets, in particular the equity market, even after last night, are still pricing in a decidedly V-shaped recovery from the COVID-19 lockdown and subsequent...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real-time view on what is...