market-watch-tag
Oliver’s insights – The super cycle bear market in bonds and the return of “bond vigilantes”
9 September
Key pointsBond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty.This is part of a super cycle rise in bond yields that started...[Read More]
Oliver’s insights – The Australian home price downturn deepened in August, with more to go
2 September
Key pointsThe slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%.Further falls are likely as we continue to expect another RBA...[Read More]
Oliver’s insights – Why investors need to treat forecasts with caution
19 August
Key pointsThe increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts,...[Read More]