Daily FNArena News - Feature Stories

Six months ago bank analysts knew exactly what would transpire over the following six months. While the next six should also be positive, it’s a different story thereafter

The December quarter should see ongoing market volatility in equities and bonds, Saxo Bank believes, while commodity prices should in general remain supported

The US Federal Reserve’s policy aggression will force the RBA into further rate hikes that will potentially lead to a bigger house price fall than previously feared

A compilation of stories relating to the August 2022 corporate reporting season in Australia, including FNArena’s final balance for the season

The August 2022 result season delivered mixed numbers, featuring only a slight weighting to earnings beats, far more ratings downgrades than upgrades and the biggest cut to price targets on record

Rising interest rates have led to significant real estate sector de-rating but while cutting forecasts, brokers see the sector as oversold, however picking the right names is important

Various institutions provide their outlooks for inflation, monetary policy and commodity prices and offer portfolio recommendations to counter current risks

Stagflation warnings are back, and this has consequences for equity investment globally and locally, and investors must choose carefully among sectors and stocks

Recent volatility in bitcoin and other cryptocurrencies has led the mainstream investment community to question the value of crypto as an alternative investment

The conundrum for Australia’s major banks is that the benefits of rising RBA rates could yet be offset by the reason for those rate rises, being inflation and subsequent cost pressures for households and businesses