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2025 Q2 June Quarter Review
Read more: 2025 Q2 June Quarter ReviewEconomic Overview Tariff concerns initially ruled the roost in Q2 2025, before somewhat fading into the background. In contrast to Q1, there was a strong bounce for stockmarkets, as President Trump’s announced tariffs quickly became suspended tariffs. Again, raising the question, are President Trump’s tariffs actually about tariffs, or in some cases, are they leverage to secure other outcomes favourable to the US? The bluster and then delay of tariffs in some instances has prompted the acronym “TACO” (Trump Always Chickens Out), however some allies are starting to heed Trump’s calls for higher defence spending. While tariffs bubbled in the…
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2025 Q1 March Quarter Review
Read more: 2025 Q1 March Quarter ReviewEconomic Overview Q1 2025 was a mostly negative one for global equity investors, due to a late quarter sell off, after a very positive first six weeks of the quarter. The reason? Uncertainty. The scatter gun approach of the Trump administration dominated markets. US equity market performance has been incredibly reliable in the past two years, and looked set to continue with the Republican Party controlling both the house and the senate, as investors assumed the prospect of deregulation and the renewal of tax cuts would continue to be tailwinds. But by late February, trade concerns began to weigh on…
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2024 Q4 December Quarter Review
Read more: 2024 Q4 December Quarter ReviewEconomic Overview Q4 2024 was somewhat mixed for Australian investors, but it rounded out what was a positive year across all asset classes. The falling Australian dollar was a tailwind for unhedged investors over the quarter, while the Australian sharemarket was slightly negative. For the year, unhedged global shares, hedged global shares, and Australian shares, all notched double-digit returns. The most notable story across the quarter was Donald Trump’s victory in the US presidential election. This was accompanied by a “red sweep” which saw the Republican Party take control of Congress. As with President Trump’s 2016 election, markets were buoyed…
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2022 Q4 December Quarter Review
Read more: 2022 Q4 December Quarter ReviewEconomic Overview Interest rates and inflation were again major themes in Q4, as the US Federal Reserve delivered a hawkish message to round out the year following its December meeting. This capped off a year dominated by inflation. Inflation figures in many developed economies hit the highest levels since the early 80’s. The high figures saw some very aggressive monetary policy in response, but there were signs the hawkish messages and aggressive rate moves may have started to have their intended effect. Inflation appeared to cool in some countries towards the end of 2022, most notably in the US. Financial…
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Take This Job & …
Read more: Take This Job & …Hamilton, Ontario. It’s August 2021 and Canadian Prime Minister Justin Trudeau rolls into town for an election campaign speciality. Standing with a young couple near an under-construction house to announce a new policy aimed to help young people get into the market. Suddenly, a loud voice from the crowd cuts through the façade of the campaign speech. “You had six years to do something. You’ve done nothing,” a young man shouts. “These houses are worth $1.5 million. Are you going to help us pay $1.5 million? Are you, buddy?” The man is quickly cornered by Trudeau’s supporters and persuaded to…
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