olivers-insights-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]
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]
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]
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]