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 spate of Central Bank meetings this week, with Canada and The Fed done, the Bank of England today and the RBA next week,...
In our weekly market review, we survey trends in the US, then Europe, Asia, and Australia, as well a covering developments in Oil, Gold...
There was, in my view some significant misdirection contained in the Reserve Bank’s recently released Financial Stability Review, released on Thursday, which they say...