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
A compilation of stories relating to the February 2022 corporate reporting season in Australia, including FNArena’s final balance for the season
Brokers agree Australian banks are set to benefit from eventual RBA rate rises, as long as they don’t lead to recession
