Australian sharemarket

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.

Appearances can hide the real picture, as is the case in today's financial markets.

This year's deterioration in economic prospects, now complemented with a banking crisis in the US and the inevitable demise of Credit Suisse, has strengthened expert...

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...

 If I were to make a good-humoured attempt at an old fashioned Dad-joke, I'd start off with: I am old enough to remember when corporate reporting season in...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...