Macro Economy: Interest Rates

We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far.

On today's podcast Roger Montgomery unpacks his current view on the market and shares a number of stocks he's buying at the moment.

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.

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?

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

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 year

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series.

On Melbourne Cup Day, there was one fairly safe bet. Michele Bullock would raise interest rates. And they did, by 25 basis points.

Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick.

This Ask An Advisor, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com.

Sascha is joined by Eliza Owen from Core Logic to chat about their latest data. Together they discuss the market’s remarkable rally, in spite of rising interest rates, our ever-present rental crisis, and the rise of short-term resales - a new data trend for 2023.

Today Alec and Sascha ask: does deflation mean we’ll finally see an end to these interest rate rises?

Today Alec and Sascha ask, is there ever going to be a path to affordability in the Australian property market? And what’s the best way there?

Negotiations around the US debt ceiling look like they will come down to the wire. What will it mean if they fail? Is last week’s budget going to lead to inflation and higher interest rates, or are we all good? What happens if work from home goes out of fashion, and is Thomas secretly a tree-hugging socialist? All this and more on this week’s Comedian v Economist.

In this episode of Equity Mates, expert investor and market analyst Jesse Felder shares his insights on the current market conditions, discussing his belief that we are still in the midst of a bubble and haven't hit the bottom yet.

It's natural to be worried. Is this the start of a run on the banks? A financial crisis? Or is this a lot of media hype? Most importantly, when it comes to American banks on the other side of the world - how concerned should we be here in Australia?

Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.

Looking for the best savings accounts in Australia now that interest rates are up? Check out our top picks

Today Sascha is joined by Thomas from Comedian V Economist to talk about what led us to this so called ‘rental crisis’ and more importantly - what’s our solution?