DXY is taking a breather.
For the 12 months to Dec 31 it was a cracking year for stocks. To be more specific, it was a cracking year for NVIDIA, and to a lesser extent the other big 6 US technology stocks. So, as long as you had lots of NVIDIA, your portfolio did well. Our global leaders portfolio, a concentrated exposure ...
2025 has seen a huge rise in long term bond yields, causing ructions in the stock market.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assessed their likelihood and effect.
Australia's manufacturing sector has been in terminal decline for 40 years, with the sector's share of GDP declining by nearly two-thirds since the late 1970s.
Late last month, the International Monetary Fund (IMF) released its annual review of Australia, which lectured Australia about major housing reform.
Last weekend, I was interviewed by Radio 2GB/4BC on Australia's housing crisis.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025.
In this week's Special Christmas edition of the podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents.
A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia.
In November, global markets boomed on the back of the Trump election, continuing into December with a Santa rally for the ages. The key question: how much higher can markets go?
Treasurer Jim Chalmers says the federal government undertook a “very robust and very consultative” process to select the members of the Reserve Bank of Australia’s (RBA) two new boards, which will come into effect on 1 March 2025.
Last week, ABC’s Ian Verrender published an article on the “productivity conundrum” preventing the Reserve Bank of Australia (RBA) from cutting interest rates.
Financial markets have fully priced in dual interest rate cuts at the Reserve Bank of Australia’s (RBA) board meetings in April and May after the central bank adopted a more dovish tone in Tuesday’s monetary policy statement.
Inflation is not out of control in the US. However, the last three months have shown signs of life in almost every inflation category.