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
Australia has one of the highest cash rates of advanced nations. But at the same time, Australia’s inflation rate has come down over time and now is in line with the economies of Asia and North America that also possess healthy rates of economic growth. It is reasonable then for... Show More
On a very quiet morning when both the US and UK have enjoyed long weekends, we thought we would revisit the potential path for Australian interest rates. Investors typically have short term memories and forget markets are cyclical. Iron ore should be a great reminder - from $US15/t to $US190/t... Show More
The Reserve Bank has cut the cash rate to a new historic low of 1.75% - its first move in 12months. Board members noted that "inflationary pressures are lower than expected." MORE MARKET NEWS AT https://www.commsec.com.au/market-news/the-markets.html Show More
The RBA has left the cash rate on hold at a record low of 2% in April. In its statement, the central bank said "Under present circumstances, an appreciating exchange rate could complicate the adjustment under way in the economy." Show More
The Reserve Bank has left the cash rate on hold again in March at a record low of 2.0% Show More
The Reserve Bank is expected to keep the cash rate on hold again in March. Markets are only pricing in a 6% chance of a rate cut Show More
The central bank as left the cash rate on hold at a record low of 2% for the tenth straight month. RBA Board members appear to be more upbeat on the outlook for the local economy MORE MARKET NEWS AT https://www.commsec.com.au/market-news/the-markets.html Show More
Chris Stott from Wilson Asset Management sees that “fear seems to be dissipating” from the equity market in the last few weeks. Stott sees the recent bounce combined with the potential Fed hike being pushed out into the next calendar year helping the short-term fortunes of equity markets. In an... Show More
At first glance the statement accompanying the decision by the RBA to leave the cash rate unchanged at 2.00% looks very similar to the statement provided the previous month. Even the new comment relating to developments in China and Greece is relatively neutral, “despite fluctuations in markets associated with the... Show More
Over the past two months the sell-off in government bond markets around the world has been pronounced raising the question of whether there is a change approaching in the global economy? Is the era of slow growth, low inflation and low interest rates coming to an end with the world... Show More
