TOL - 20th Mar, 2023
How does the current financial chaos impact the Australian market?
I wrote my last wire just before the current proverbial hit the fan. The US 2-year bond yield was trading just over 5%. The good old days…
But the point of the article was that sharply rising interest rates have lagged effects. We just don’t know when they will show up.
Well, we do now.
Slowly, slowly, then all of a sudden, a few US banks went bust and Credit Suisse is teetering. The landscape has completely changed.
By now, we all know what happened. What isn’t clear is what happens next.
Yesterday, I sat down with my colleague Ryan Dinse to unpack what the recent chaos means for Aussie investors.
We discussed:
- Gold and its role in this as a monetary signal
- Interest rates and what the Fed does now
- The outlook for stock markets
- The opportunities for Aussie investors
For the full discussion, you can watch the video below.
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Regards,
Greg Canavan,
Editorial Director, Fat Tail Investment Research
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Fat Tail is Australia’s largest independent financial publisher.
Greg is Editor of its flagship newsletter, The Fat Tail Investment Advisory, where he writes market commentary and looks for out-of-favour ASX 200 stocks on the cusp of a re-rating.
For more: https://fattail.com.au/editor/greg-canavan/
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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.
Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.
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Fat Tail is Australia’s largest independent financial publisher. Greg is Editor of its flagship newsletter, The Fat Tail Investment Advisory, where he writes market commentary and looks for out-of-favour ASX 200 stocks on the cusp of a...
Fat Tail is Australia’s largest independent financial publisher. Greg is Editor of its flagship newsletter, The Fat Tail Investment Advisory, where he writes market commentary and looks for out-of-favour ASX 200 stocks on the cusp of a...
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