A compilation of stories relating to the February 2023 corporate reporting season in Australia, including FNArena’s final balance for the season….
The February result season broke FNArena’s record for the most number of earnings misses to earnings beats. What can we now look forward to?
There’s not much we can do to control commodity prices. Otherwise, the biggest risk to Australia’s economy next year is the housing market
Is a global recession afoot? If so, how should investors position themselves for 2023?
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
