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.
The UK banking sector is being warned it faces penalties if it does not secure free access to cash for the UK population, including...
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0:00 Start0:15 Introduction1:05 US Markets2:13 Consumer Sentiment5:00 Upcoming...
This is an edited edition of our latest live event. CONTENTS 0:00 Start0:30 Introduction – Investment Strategy12:00 Inflation and Deflation16:50 ASX 200 Versus Dow17:50...