The latest pricing from the interest rate futures market has the official cash rate falling to 2.9% by year’s end, suggesting another five 0.25% rate cuts this calendar year.

My favourite strategist is back.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them?

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.

Justin Fabo from Antipodean Macro published intriguing charts showing the sharp decline in consumer inflation expectations.

Tom Elliott from Radio 3AW outlined multiple reasons why he believes Australian home prices will boom amid the fallout from the Trump administration’s trade war.

In this week’s podcast, we left the topic open with the view that Trump would probably say or do something big. And Trump delivered.

Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer:

For the second month in a row stock markets have tumbled in the first week of the month. As such, last month’s performance is far less meaningful than current conditions.

Australia has traditionally had a gaping trade deficit with the United States.