ABE Weekly – The Australian economy continues to recover from the pandemic
Australian Bond Exchange Weekly Newsletter 3 June 2022 “If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money.” Ray Dalio ABEWeekly 03-06-22 Key Points Australian economy doing well European leaders agree on partial Russian oil ban China lock-down eases President […]
ABE Weekly – Labour is celebrating the win of the Australian federal election.
Australian Bond Exchange Weekly Newsletter 27 May 2022 “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki ABEWeekly 27-05-22 Key Points Labour is celebrating it’s election victory Inflation of food prices continues to be […]
ABE Weekly – 20/05/2022
Australian Bond Exchange Weekly Newsletter 20 May 2022 “It is not the man who has too little, but the man who craves more, that is poor.” –Seneca ABEWeekly 20-05-22 Key Points Australian unemployment rate continues to fall Consumer confidence falling APRA Chair, Wayne Byres keeping close eye on rising credit risks to banking sector Fed […]
ABE Weekly 13/5/2022
Australian Bond Exchange Weekly Newsletter 13 May 2022 “The whole reason that our capitalist system works the way it does is because there are cycles, and the cycles self-correct.” – Seth Klarman ABEWeekly 13-05-22 Key Points Forward looking indicators show difficulty coming The market correction continues, and the crypto world is under pressure Australian Residential […]
ABE Weekly 6/5/2022
Australian Bond Exchange Weekly Newsletter 6 May 2022 “It all comes down to interest rates. As an investor, all you’re doing is putting up a lump-sump payment for a future cash flow.” Ray Dalio ABEWeekly 06-05-22 Key Points 25 basis point increase in cash rate Interest rates rising in the rest of the world Retail […]
ABE Weekly – 29/04/2022
Australian Bond Exchange Weekly Newsletter 29 April 2022 “Inflation is taxation without legislation.” Milton Friedman ABEWeekly 29-04-22 Key Points Commentary from Westpac’s chief economist Bill Evans. Increasing cash rate is not the end of the world. The underlying company for one of our bonds, Pallas Capital, continues to show strong performance. Bill Evans is one […]
ABE Weekly – 14/04/2022
No Lack of Interest ABEWeekly 14-04-22 “Act as if what you do makes a difference. It does.” William James Key Points As the Federal Election gets underway, markets still expect the next increase in the Reserve Bank of Australia’s cash rate to take place after the election, irrespective of which political party wins, in either […]
ABE Weekly – 08/04/2022
The Prices Are Not Right ABEWeekly 08-04-22 “Let perseverance be your engine and hope your fuel.” H. Jackson Brown, Jr. Key Points Market commentators continue to expect the next increase in the Reserve Bank of Australia’s cash rate in either June or August. Energy security remains a key concern in the global economy. Energy costs […]
ABE Weekly – 01/04/2022
Dousing the inflationary flames, while trying to keep alive the embers of recovery ABEWeekly 01-04-22 “Tough times never last. Tough people do.” Robert H. Schuller Key Points Higher than expected growth, stronger commodity prices, and a vigorous jobs market have given the Federal Government greater room for maneouvre as it juggles boosting electoral support, dealing […]
ABE Weekly – 25/03/2022
Oil’s well that ends well? ABEWeekly 25-03-22 “The oak fought the wind and was broken, the willow bent when it must and survived.” The Fires of Heaven, Robert Jordan Key Points The key challenge continues to be whether the Federal Reserve and other central banks can successfully suppress inflation without tipping their economies into stagflation […]