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
The February 2022 result season has proven to be the second best in the history of the FNArena Corporate Results Monitor, following a record February 2021. But that has done little to assuage investor sentiment
With the outlook for the gold price positive, analysts find Australian gold stocks underperforming on a historical basis, and outline their preferred exposures among large and small producers and developers
The emergence of omicron has sent markets and government into a potentially overwrought panic, but until we know more about the new variant the outlook is clouded
Analysts agree FY22 will be another tough year for bank margins before sentiment begins to improve and the RBA eventually raises rates
As central banks begin to tighten policy amidst a slowdown in the global economic recovery, it will not be such smooth sailing for equities in 2022
The risk of China’s largest property developer going into liquidation remains real, but even if Evergrande doesn’t, there are clear risks ahead for the Australian economy
While the pace of the global economic recovery has slowed, the next step is another move out of covid-driven restrictions. What is the path from here for global and Australian equity markets?
