stimulus

Pandemic Property Price Pop: Globally, property prices have been juiced to historically expensive levels thanks to pandemic (over)stimulus. As an indication of just...

Global Earnings Revisions — Market Going “ex-Growth“? This chart shows the breadth of earnings revisions momentum (ratio of upgrades to downgrades and rate of...

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...

While the health impact of COVID-19 across the globe continues to devastate, one could be forgiven for looking at the response of financial markets in the last 12...

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...

Investment markets have a host of both positive and negative factors fighting for supremacy. The real question is whether central banks and governments will engineer a...

Have you ever heard of the Depression of 1920-1921? In the U.S., where historical data are extensive, reliable and widely available, it was painfully sharp but...

They say justice is slow as well as blind: ‘Justice limps along but gets there in the end’ - Gabriel Garcia Marquez. Trends in financial markets can be like that,...

We are in a strange political environment. Globally there have been trillions of dollars of government stimulus announced, deficit hawks have turned chicken, and...

Join us as we discuss CBA’s real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth’s views on...

The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from...

In the last month or so, governments and central banks have been the difference between markets continuing to fall and markets starting to find a bit more support....

When commentators are asked about expected central bank behaviour, they generally fall even subconsciously between two camps, what the central banks should do and what...

Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a...