Deficits for sometime and a trillion in debt.
The CGT backflip.
The negative gearing backflip.
Labor catches up with discretionary trusts.
The ongoing net overseas migration revision.
When Housing Stops
Both Australia and Canada had interest rate decisions in late March, and while Australia saw an increase, Canada's rates were left on hold. One of Canada's central bankers also made some interesting comments about Canadian house prices: they have to fall. As we find out, they've already been falling, and we look at the reasons why.
2026 Q1 March Quarter Review
After a strong January/February, the Middle East conflict sends markets into retreat.
AI hype punishes software companies globally.
Bonds down as yields spike on inflation concerns.
Small caps hold up well globally, but not in Australia.
Australian real estate continually supported by more and more people.
What we were told to expect in 2026 vs what we got.
2025 Q4 December Quarter Review
Another strong year for global stocks.
Europe and Emerging Markets take the mantle from the US in 2025.
Australian housing has another strong year, backed by more government support.
Late year inflation surprise in Australia to keep rates on hold.
China struggling internally, but finds new export markets in the face of US tariffs.
2025 Q3 September Quarter Review
2025 Q2 June Quarter Review
Tariffs hit hard initially, but stockmarkets bounce hard.
Tariffs create some distortion as US business pulls forward orders.
Euro and UK economies still sluggish, but increased defense spending on the way.
A political backlash in the UK, with both major parties on the nose.
Australian government keeps its foot on housing demand, while missing supply targets.
Commonwealth Bank hits record highs during Q2.
The $3 Million Question
2025 Q1 March Quarter Review
Early tariff concerns prompt a stock rotation from the US to Europe.
The Magnificent Seven come off the boil as Chinese AI emerges as a threat.
Increased defence spending coming in Germany and Japan?
The UK stuck in a low growth environment.
Australian stocks down, with few green sectors.
Australian real estate up slightly to hit record highs.
2024 Q4 December Quarter Review
Trump election win equals potential tax cuts & deregulation, but tariff increases.
The great resignation becomes the great stay.
UK Labour goes from penthouse to doghouse in record time.
Politics making the Eurozone more unstable.
Bond yields on a tear globally.
Positive returns for sharemarkets both locally and globally for 2024.
Australian real estate becomes location, location, location as prices moderate.
A Donald Trump Win: What it means for Australian Investors
Overnight, we received the dramatic news that Donald Trump had been elected president for the second time, the Republicans now appearing to have control across both houses. The US share market rallied to record highs. However, what may appear to be good for America, in terms of market rallies in the shorter term, may not be good in the longer term for the US and the global economy, including us in Australia.