We ran out live stream event last night. During the session we discussed our revised scenarios, taking account of the complex local and international backdrop.
Using a baseline of July 2018, and looking ahead this is how it plays out. The risks from an international crisis have risen, the RBA itself is now projecting higher unemployment so lower wages growth, and the iron ore price is falling. Business and consumer confidence is being eroded, and the fall-out from the high-rise construction fiasco are only just starting to play out.
There is a path to property values rising, but we think this is relatively short lived.
This is an edited live discussion with Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. The world has changed,...
The latest from the RBA – Statement On Monetary Policy November 2023, outlines the bank’s latest thinking. The Reserve Bank updated its economic forecasts,...
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS0:00 Start0:40 US Markets5:30 SLR and NSFR6:40 Un-allocated Gold10:12...