After a tumultuous 2016, the share market has had a solid start to the new year prolonging the so-called ‘Trump Rally’ which has seen Australian equities rally more than 10.0% from their intraday lows on 9 November when Trump was elected. With the year now underway and reporting season around... Show More
We look at markets in a number of ways combining fundamentals, seasonality, statistics and technical analysis - we never understand somebody that does not use all the information at their fingertips! Firstly, over the last 2 years we have regularly referred to the monthly US S&P500 chart illustrating the "5... Show More
The central bank has left the cash rate on hold in December at a record low of 1.5%, maintaining its ‘wait and see’ approach For more economic insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More
The Reserve Bank of Australia is expected to keep the cash rate on hold at 1.5% in November following stronger than expected September quarter inflation data this week For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More
The market is thirsty for yield and it's definitely there to be exposed. In this analyst opinion piece we look at the themes coming out of reporting season thus far and the likely implications for the remainder of the companies reporting their results. http://www.clime.com.au/investing-report-archive/reporting-season-whats-hot/ Show More
Over the past five years, as the RBA has cut the cash rate, Australian households have borrowed increasingly large amounts of debt, which are being financed at lower and lower rates. One consequence of this borrowing is that when the interest rate cycle turns and the RBA does start to... Show More
The central bank has left the cash rate on hold at a record low of 1.75% but has left the door open for future rate cuts if necessary Visit CommSec Show More
It was a surprise to nobody that the RBA held rates steady today. However, with six more meetings to go this year, there’s plenty of time for the RBA to cut further. Despite the poor payrolls data after the Australian market closed on Friday, the US Federal Reserve is still... Show More
It is unlikely the RBA will cut interest rates again in this cycle. Inflation is at its cyclical low, and global inflation is lifting. There is also clear evidence the house price boom has been rekindled in recent months, fuelled in part by record low interest rates. The sharp 5-cent... Show More
My view is that the trend in interest rates will be lower over the next year – even with the US Fed trying to lift its funds rate. In Australia, I see the RBA cutting the cash rate at least twice more to 1.25% over the next year and the... Show More