This is an edited edition of our latest live Q&A as I discuss the latest issues in the Financial Markets and other asset classes.
CONTENT
0:00 Start
0:17 Introduction
3:49 Economic Update
6:38 Real unemployment
12:33 Payroll Down
18:33 The FED Is Already Squeezing
27:00 Market Update
30:35 How US Markets Hit Our Markets
42:21 First Home Buyer Deposits
53:00 NSW Stamp Duty Changes
54:47 Household Affordability
58:00 Property Listings
1:03:00 Rate Rises?
1:05:00 SMEs
1:08:48 Hedge Funds Buying Up Property
1:11:00 After A Crash
1:16:00 Under-performing Super
1:18:17 Precious Metals
1:20:00 Central Banks Inflation
1:22:00 Good Hedges
1:25:00 Risks And Can You Escape Them?
1:28:00 Going To Cash
1:30:30 Conclusions And Close
Note that Tony Locantro had to withdraw due to family issues which needed his attention.
The original stream with live chat is available at: https://youtu.be/qr5Mp7_JgfY
Go to the Walk The World Universe at https://walktheworld.com.au/
We look at the latest reactions to recent market falls, ahead of the RBA' decision tomorrow.
We discuss a new Bank of England paper. And it turns current central banking thinking on its head! https://www.bankofengland.co.uk/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018
The RBA held the cash rate again, while the ABS reported strong mortgage refinance, though lower credit growth, and lower building approvals. And Consumer...