NEWS UPDATE
NEWS UPDATE
Key points – Introduction After much debate and anticipation, the US Federal Reserve looks likely to raise interest rates at its meeting this week by 0.25% taking the Fed Funds rate to a range of 3.75-4%. This will be its first hike since 2023. Dashed…
Key points Introduction This year has seen a rising trend in bond yields with the US 30-year treasury bond yield reaching its highest in around two decades and the Australian Government’s 10-year bond yield rising to its highest since 2011. This is causing some consternation…
Key points Introduction Cotality data shows national average home prices fell 0.9% in August, with capital city prices down 1.1%, their fifth monthly fall in a row. This followed a fall of 1.2% in July which had been revised from 0.7%. Prices nationally have now…
Key points Introduction One criticism of the latest Reserve Bank of Australia decision, its use of forecasts and an assertion that “they’re no better at it than the private sector astrologists at major banks masquerading as so-called ‘market economists’” got me thinking. What exactly has…
Key points The RBA remains in wait and assess mode The RBA’s decision to leave rates on hold at 4.35% was no surprise. This followed a decision to leave rates on hold in June after three consecutive rate hikes earlier this year. The RBA revised…
Key points Introduction The pursuit of happiness is at the centre of our existence. Along with life and liberty it’s even a central idea upon which the US was founded. And rightly so because happiness is good for us – happy people live longer, are…
Key points: Introduction Share markets had a strong first half despite the oil supply shock as expectations for de-escalation, okay economic data, strong profits and the AI boom provided an offset. This note looks at nine key charts worth watching going forward, particularly with the…
Key points Introduction For the last few years there has been much talk of a “cost-of-living” crisis in Australia and of “falling living standards”. This has flared up again lately with the pickup in inflation resulting in a renewed fall in real wages. And in…
Key points Introduction The last financial year has seen investment markets climb another wall of worry, with strong returns for diversified investors. But can it continue? Key themes – lots of noise but rising profits The key themes over the last financial year have been:…
Key points Introduction Lately, there seems to be a heightened level of angst that economic conditions are getting harder and that the two-party political system – and maybe democracy too – is failing voters. There seems to be a hankering for times past that some…
Key points Resilient share markets Over the last 18 months investment markets have faced a string of threats. Many of these have involved the US and President Trump’s policies – tariffs, a US/China trade war, Trump’s attacks on NATO allies, Trump’s attacks on the Fed,…
Key points The RBA in wait and assess mode The RBA’s decision to leave rates on hold at 4.35% was no surprise with the money market pricing in no change ahead of the meeting and all 26 economists surveyed by Bloomberg expecting the same. This…
Key points Home price cycle turning down Cotality data shows national average home prices were flat in May, with capital city prices down 0.1%, their second monthly fall in a row. Prices have now fallen 2.1% in Sydney and 2.9% in Melbourne from their November…
Key points “I have observed that not the man who hopes when others despair, but the man who despairs when others hope, is admired by a large class of persons as a sage.” J.S. Mill Introduction In a recent Econosights my colleague Diana Mousina pointed…
Key points Introduction This note takes a look at some of the main questions investors have in a simple Q&A format, particularly around the oil supply shock, global bonds, China, the Australian Federal Budget and the RBA. What happened to the oil supply shock? While…
Privacy Policy Powered by Feedsy
Angel Advisory Intermediate Pty Ltd trading as Nixon Financial Services
ACN 699 248 989
Corporate Authorised Representative no. 1322597
Financial Services Guide Part 1
Joel Plowman’s Financial Services Guide Part 2
Leigh Jenkins Financial Services Guide Part 2
Rod Harper Financial Services Guide Part 2
Mark Trajkovski Financial Services Guide Part 2