interest rates

The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications.

The early data suggests the housing market correction continues with gusto in 2023...

Aussie house prices fell in 2022 by their largest margin since records began in 1980...

This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...

Investors need to face up to the reality that a global recession is likely next year, which will crush corporate earnings and substantially increase default rates...

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...

History never repeats but it often rhymes. Markets are rallying at the moment but there is pain to come. The data suggests March 2023 could be a turning point for...

Contrary to the “hopeium” out there, there is currently zero evidence that the great Aussie housing crash is bottoming out. The most constructive thing we can say is...