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  • We are so lucky to live here…

    US consumer prices rose 3.1% in the year through January cooling less than had been expected. The S&P 500 was above 5,000 for the first time on Monday putting it into “nosebleed territory” but has since come off after that hotter than expected inflation figure, which has clouded rate cut expectations. … Read more

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  • A seller’s market…

    Further geopolitical tensions in the Middle East cause rising fears of further escalation. China’s GDP numbers out today show their economy grew at 5.2% growth which is enviable given predictions for Australia’s growth at less than 2% this year. The commodities space has been on a rollercoaster with the Uranium bulls cheering as the price hit … Read more

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  • Ho Ho Ho – it’s a Santa rally…

    Fears that attacks in the Red Sea shipping route will disrupt supply have pushed up Oil prices (+4% on Monday). Sending ships around South Africa’s Cape of Good Hope adds 20% to travel times and the additional cost burden. The flow-on effects may impact future inflation. The US left their cash rate … Read more

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  • US Markets are on fire!

    The latest Goldman Sachs research suggests there is “a low recession risk for the US, as inflation cools and employment remains buoyant”. It’s good for Australia, for as where the US goes, we tend to historically follow. The S&P 500 ended its best November on record. Lower than expected inflation data for October … Read more

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  • We still may get a Santa Rally…

    Corporate America is in good shape with third quarter earnings season showing a better-than-expected +5.4% change in the S&P 500 year-on-year. We are not the only country suffering a housing shortage. The US is also in crisis with vacancies at all-time low of 0.8%. If data on the economy and inflation prove hotter than expected, the … Read more

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  • Perth property prices up 10.8% !!!

    China’s manufacturing activity unexpectedly declined in October. Fears of war in the Middle East and global debt levels have pushed the Australian dollar gold price to a record high last month. The safe-haven metal and inflation hedge is up 22.2% in October to $3,158. The S&P ASX-200 had its worst month in a year … Read more

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  • Putin went to China, Biden is in Israel – still some good news…

    War in the Middle East and Putin’s recent visit to China has the geopolitical front is in flux. The release of the RBA minutes with a “Hawkish” tone caused our market to pause, however, it recovered throughout yesterday with the S&P ASX-200 closing at 7056.1. The Aussie dollar is trading at $US 63.5. Labour market … Read more

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  • It’s all about the US Bond Market…

    US bond yields are up on expectations of further interest rate tightening – the “higher-rates-longer” narrative has the 10-year Treasury yield up to 4.78% which is the highest level since 2007. As expected, the RBA kept rates on hold at 4.1% in their first meeting under new Governor, Michelle Bullock. The … Read more

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