13th June 2025 Australian Market Update With the Federal Election in the rear view mirror along with an interest rate cut in late May, Australian financial markets have continued to be strong in recent weeks as if they can see the positive in everything. After rallying in May, the ASX 200 has traded notably [...]

16th May 2025 Australian Market Update Our market outperformed the US and global markets in April, rising by 3.6% and being broad-based. This was buoyed by the relatively low direct impact from US tariffs and improved domestic inflation data, which supported expectations for further RBA easing. Commodity prices were mixed, with gold rising sharply [...]

20th  December 2024 Australian Market Update Welcome to the final edition of The View for 2024. December has been a classic case of what’s good for the economy (and workers) is bad news for interest rates and stocks. Unexpectedly strong labour figures released two weeks ago saw a hit to the ASX and any [...]

29th November 2024 Welcome to a special post-US Election edition of The View It’s been just three weeks since Donald Trump won the US Presidential Election and helped the Republican Party take back the Senate and Congress. Every US Presidential election has economic and global implications, none more so than now. We wrap up [...]

25th October 2024 Australian Market Update The ASX 200 started October strongly, buoyed by optimism surrounding global economic stability and China’s stimulus package before reaching new record territory mid-month. On October 15, it briefly sat at 8,331 points, and according to Reuters is up overall more than 18% since the same time last year. [...]

27th September 2024 Australian Market Update We’re at the end of September but its two data points from August that were released in the past week that are the headline news. First, the Reserve Bank of Australia’s (RBA) preferred inflation gauge, “trimmed mean inflation”, rose to 3.4% in August, indicating persistent underlying price pressures. [...]

30th August 2024 Australian Market Update Having started the month with a 6% market correction in reaction to a sharper than expected uptick in US unemployment we finish the month exactly where we finished July. Nothing to see here, onwards and upwards!! After lukewarm if not cold predictions of a likely rate cut this [...]

26th July 2024 Global Affairs and Market Update There is a lot going on in the world right now! The combination of favourable weather in the northern hemisphere, several major cultural and national celebrations, annual sporting events such as Tour de France, Wimbledon and The Open, in addition to the Olympics, has meant this [...]

28th June 2024 Market Update Another RBA meeting, another month of rates on hold at 4.35%. This remains unchanged for six months. Governor Bullock has expressed concern about potential upside risks to inflation and reserved the right for further rate hikes. So...No reprieve for mortgage holders just yet. Our view remains unchanged: a policy [...]

31st May 2024 Federal Budget '24: Soothing Inflation Instead of Fighting it? Australian Federal Budgets rarely make anyone happy. Something about the media hype 48 hours or so around Budget night seems to infect broader Australia with the grumps as everyone makes hay piling in on the Treasurer and his economic plan. Economist Chris Richardson, [...]