Inflation
The Good Morning Report – 30th of Jan 2025
After inflation came in at 3.2% which was lower than expected, the bond market is now pricing in a 90% chance the RBA is going to cut rates by 0.25% next month
The Good Morning Report – 9th of Jan 2025
Poseidon Nickel is the most famous mining stock bubble in Australian history; from 80c a share in September 1969 to a peak of $280 in Feb 1970 – then eventually bust in 1974.
The Good Morning Report – 20th Dec 2024
November saw a record number of Aussie businesses go bust…..Rampant inflation created by RBA money printing and obscene levels of government spending has been a small business killer.
The Good Morning Report – 12th Dec 2024
It’s now just about certain the Federal Reserve (FED) will cut interest rates next week despite Wall Street flying up to record highs….FED is pumping up a big bubble.
The Good Morning Report – 31st of Oct 2024
Talk is that China could be set to unveil a 10 trillion Yuan (US$1.4t) stimulus package next month….If that happens we are going to clean up with our exposure to commodities.
The Good Morning Report – 30th of August
Gas pipeline owner APA is warning of shortages and price spikes on the east coast of Australia next year…..Man oh man are we just the laughing stock of the world? Australia is swimming in energy, yet these bastard politicians have created a completely unnecessary crisis.
The Good Morning Report – 19th of June
NVIDIA became the world’s largest company overnight as investors rotated money out of the other tech majors into it….I wonder when the market realizes that unlisted start ups, backed by Nvidia, are loading up on AI chips that are gathering dust
The Good Morning Report – 11th of April
BONDS and STOCKS were whacked as INFALTION came in higher than expected in the US…..GOLD hit another fresh all time high in AUD, but was down a bit in USD.
The Good Morning Report – 1st Feb 2024
FED kept interest rates on HOLD with Jerome Powell saying a March rate cut is unlikely….Markets rolled over on his commentary.
The Good Morning Report – 30th November
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. ABS reported …more