Macro Economy: Inflation
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Australia's Dividend Darlings, don't expect rate cuts soon & where we find information
The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now.15 April
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Interest rate expectations, supermarket enquiries & ASX 200 rebalance - who's in, who's out?
Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out?25 March
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Bold predictions - Andrew Brown
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.20 February
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We're back with our Stock of the Year & Bold Predictions
We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year19 February
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2023 wrapped: the 6 biggest business stories
Today, we’re recapping the year that was. To do it, we’re bringing in the whole team at Equity Mates to share what they think are were the biggest business stories of the year.8 December
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Will the ATMs run dry this Xmas?
Inflation seems to be dropping just in time for Xmas, but Black Friday sales are a scam. Speaking of scams, be careful who you sign your next rental lease with, while Armaguard reckon there’s no money in trucks filled with money.6 December
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The great wealth transfer: how Australian banks, supermarkets and airlines have moved billions from customers to shareholders
This is an article sure to elicit controversy given most people reading it will own shares in these large Australian companies either directly, through index ETFs or through their Super.30th Nov, 2023
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One in three Gen-Zers stealing stuff. Boomers outraged.
A new survey in America shows that a third of Gen-Z are swiping stuff from the shops as cost-of-living pressures rise.29 November
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Will this interest rate rise finally take the heat off property prices?
On Melbourne Cup Day, there was one fairly safe bet. Michele Bullock would raise interest rates. And they did, by 25 basis points.10 November
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Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns
Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick.6 November
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Why are we suddenly locking in rate hikes next week?
Inflation gave us a nasty surprise this week, while the intern who wrote the Treasurer’s media release doesn’t understand what real wages mean. Microsoft and Google gave markets a reality check on the AI boom, while Gen Z prefer their coffee at home.1 November
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How much should I have at my age?
This episode was sparked from articles we've recently found like this: Yahoo Finance - 'How much the average Aussie has in savings' and Finder - 'How much money should I have?'.31 October
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Disinflation provides welcome relief to markets
In this report we discuss how lower recession odds in conjunction with greater conviction in the disinflation narrative impact our asset allocation views.8th Sep, 2023
Source: J.P Morgan Asset Management
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We're back. Wtf happened to inflation?!?
The boys are back to their bumpy old best. Inflation is off the front pages and deflation in China has taken its place. What’s that about?6 September
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Our midyear Asia-Pacific outlook
China’s and Australia’s economies are in some ways on opposite trajectories. Monetary policy rates continue to climb in Australia amid sticky inflation. A recent interest rate reduction in China, meanwhile, is unlikely to stoke demand. One attribute they’ll likely share: a slowdown in growth for the rest of the year.4th Aug, 2023
Source: Vanguard
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Meet the Manager – Zehrid Osmani, Martin Currie
Martin Currie's investment style focuses on sustainable, quality growth ideas, employing a concentrated, unconstrained approach with a strong ESG focus.4th Aug, 2023
Source: Future Generation
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Cost of Living: Hear Ren's #1 tip for saving on transport
Cost of Living: Hear Ren's #1 tip for saving on transport1 August
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Finally, there's good news about inflation!
Today Alec and Sascha ask: does deflation mean we’ll finally see an end to these interest rate rises?31 July
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Why a recession might be needed for small caps to work
Past performance is no guarantee of future performance. But maybe there is an answer to the question, when will small caps start to work? It is the recession we have to have.20th Jul, 2023
Source: Forager
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Monthly Market Review - May 2023 (Australia)
Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.17th Jul, 2023
Source: J.P Morgan Asset Management
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Our investment and economic outlook, May 2023
Read our latest forecasts for investment returns and our region-by-region economic outlook.5th Jul, 2023
Source: Vanguard
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What if America sneezed and no-one cared?
As markets price in divergent trends, can the Federal Reserve cut rates without impacting the rest of the world?30th Jun, 2023
Source: J.P Morgan Asset Management
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How the Macro-ratchet is keeping you poor
The Bank of England surprised everyone last week, but definitely not in a good way. One listener wants to know if there’s a way to support the economy without adding to inflation, rich people are now shopping at Aldi, while Best and Less are issuing warnings. All this and more on this week’s Comedian v Economist.28 June
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If you’re under 55, you’re getting shafted
The RBA dropped another rate hike on us last week and then said they’ve got more where that comes from punks. It’s likely we’re already in a per capita recession, with young people in particular getting smashed, while over in Japan, there’s a business model in helping people quit their jobs. All this and more on this week’s Comedian v Economist.14 June