Posts about Articles (4)

DXY is taking a breather.

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.

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.

Over the last few weeks, financial markets have recently adjusted expectations to reflect a victory for Trump. However, there are a significant number of inconsistencies and risks.

There are a lot of "potential" investors on my mailing list. Waiting for the right entry point into the market. Some have been there for almost a decade, watching, waiting and hoping that market valuations will revert to average. Stuck on the sidelines. The question is whether valuations should be ...

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.

Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo Nordisk, due to their successful obesity drug rollouts. The question is whether there is more growth to come or if the share prices have run too far.

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably overstated. See tables:

Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom in the early 2000s and the AI boom of the last year.

The Reserve Bank of Australia has held rates again and hasn't added a hawkish bias but its rhetoric is less patient: