Stock markets are oscillating between hope and resignation. The hopeful side has two different, quite distinct strains. The bearish arguments are more about the degree of pessimism. But first, some background.
Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.
US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are reversing the recent trend of falling inflation. If your view is that inflation is heading for deflation, then this report was not ...
Since the start of COVID, there has been increased activity in markets from retail investors. This activity has remained elevated, and it signifies the rise of a more active type of 'investor' in markets.
US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that inflation is heading for deflation, then look to goods falling at an annualised rate of 4.8% over the last quarter, and continued ...
US inflation came in lower than expected yesterday. It is probably getting better, but I'll also note that you can see what you want in the numbers. If your view is that inflation is heading for deflation, then look to goods falling at an annualised rate of 3.5% over the last quarter. If your view ...
Over the weekend, China issued a sweeping directive to rescue its property sector. This was on top of further signs it is relaxing the COVID-zero policy. At face value, it is a major recalibration of its pandemic response.
US inflation came in lower than expected overnight. Markets roared higher.
There are no great surprises in this year's budget for Australia, with the treasurer Jim Chalmers claiming it is a solid and sensible budget. That is probably a good thing, considering the backdrop of inflation, rising interest rates and high energy prices for most of the country. The budget ...
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie's report last week, headlines like this appeared: "Almost unattainable" gap between green energy copper demand and mining supply. The last time I wrote about my copper scepticism, ...
In tightening cycles, central banks typically raise rates until something breaks. We have had a few candidates in recent weeks, Credit Suisse, Argentina and most surprisingly the entire UK pension market.
US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:
Personal financial advice is expensive. This is no secret. As with any important purchase, you should know how financial advice works. We offer limited personal financial advice at Nucleus Wealth but we don't charge for advice. This means that the scope of the advice is limited to investment advice ...
At a headline level, Australian dividend yields look good. They paid out 4.5% last year, and are forecast to be 4.8% for next year. Well above global developed markets of a little more than 2%. But, as I showed with valuations last week, the story is more complicated under the surface.
There are two things that matter in terms of choosing a weight to Australian stocks in your portfolio. First, are stocks expensive overall. Then, are Australian stocks expensive relative to global valuations. I'm going to deal with the second problem today.
