market-watch-tag
Oliver’s insights – The super cycle bear market in bonds and the return of “bond vigilantes”
10 September
Key points Bond 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...[Read More]
Investment markets and key developments – Weekly market update – 04/09/2026
10 September
Global share markets were mixed over the last week not helped by worries about rising oil prices and rising bond yields. US shares managed a small rise though as relatively dovish comments by Fed officials Williams and Waller implied that a...[Read More]
Oliver’s insights – The Australian home price downturn deepened in August, with more to go
3 September
Key points The 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...[Read More]
Investment markets and key developments – Weekly market update – 28/08/2026
3 September
Sharemarkets generally pushed higher this week on further signs of a progress in oil shipments through the Strait of Hormuz, more blockbuster US tech earnings, continued solid US economic data, relatively unchanged bond yields and signs that US...[Read More]
Investment markets and key developments – Weekly market update 21/08/2026
27 August
After record highs in US and European shares a week ago, global shares pulled back in the last week reflecting concerns about rising bond yields, not helped by a further rise in oil prices and some continuing concerns about chip makers. Despite a...[Read More]
Oliver’s insights – Why investors need to treat forecasts with caution
20 August
Key points The 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...[Read More]
Investment markets and key developments – Weekly market update – 14/08/2026
20 August
Global share markets mostly rose over the last week helped by good earnings results and some moderation in expectations for Fed rate hikes. For the week US shares rose 0.4% and Eurozone shares rose 0.3% with both making new record highs, and...[Read More]
Oliver’s insights – Another hawkish RBA hold at 4.35% – expect one more hike later this year
13 August
Key points The RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait and see mode as it “assesses” the impact of...[Read More]