banks

In the aftermath of the Global Financial Crisis (GFC), the traditional method of lowering interest rates failed to promote meaningful growth or inflation. This...

Local market ran into some pain as market sentiment was low as major markets are closed tonight. US, UK and China were closed. Market Outlook likely to remain volatile...

Local market was smacked down on the open before making a slight recover…market reducing exposure before US goes into a long weekend…Memorial Day on Monday. The best...

There is a strong correlation between banks and bond yields, as the chart below shows. Extreme interest rate policies in Europe and Japan have led to remarkably low...

Over the last two weeks, investors had a wild ride following bank reporting season. In addition, in last night’s Budget a surprise levy of 0.06% on the liabilities of...

With bank reporting kicking off as we enter the seasonally weak month of May, I’ve looked at data back to 2000 to highlight some of the best and worst sectors. ANZ and...

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...

In The Australian Financial Review today I reveal that Sydney house prices fell modestly by -0.1% in April for the first time since December 2015, validating our call...

Local market ran out of puff and closed at the lows of a negative last day of the quarter. We are heading into the last week of trading before school holidays and...

In The AFR I argue that the ABS house price index results released this week show that "the crazy, multi-week debate we had last year on the accuracy of Australia's...

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how...