Markets Grab The Relief Rally Bone As The Fed Hikes!

We look at the Fed’s rate move, how the market reacted, and what it means ahead.

Overnight the The U.S. Federal Reserve delivered the biggest hike in interest rates since 2000 to a range of 0.75% to 1% from 0.25% to 0.5% previously. Ahead of the meeting, Fed Chairman Jerome Powell had hinted last month that a 50 basis points increase in the Fed funds rate was on the table. But considering the recent market falls, and the range of tightening measures already in play, the market’s expectation of a 75 basis point hike was always unlikely.

But Chair Jerome Powell did again say “Inflation is much too high and we understand the hardship it is causing and we are moving expeditiously to bring it back down,”

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FINAL REMINDER: DFA Live 8pm Sydney Steve Keen TNL

Join us for a live discussion as I explore the intersection of politics and economics with Professor Steve Keen, who is running in the upcoming election as a Senate Candidate for TNL.

You can ask a question live.

Go to the Walk The World Universe at https://walktheworld.com.au/

The RBA Pulls The Cash Rate Trigger!

The RBA lifted rates by more than some were expecting., and are predicting higher inflation ahead. With a cash rate 25 basis points higher, how will this play out in the context of the election and also household confidence levels?

Go to the Walk The World Universe at https://walktheworld.com.au/

Mortgage Rate Rises Are Ahead

I caught up with Peter Marshall from comparison site Mozo.

He has been working in the Australian banking and finance industry for over 20 years and oversees Mozo’s extensive product database. He is regularly sought out for his expert commentary and analysis on banking and interest rates trends by print, radio and TV media.

Today we discuss the prospect of higher mortgage rates ahead and what people can do to prepare.

https://mozo.com.au/authors/peter-marshall

Go to the Walk The World Universe at https://walktheworld.com.au/

A Deep Dive On Supply Chains!

Today we talk to Scott who works in the Global Supply Chain industry. One of our loyal followers, he shares some significant insights into the problems which are hitting this global machine. As a result, those who are claiming supply chains will fix themselves quickly are kidding themselves.

Higher inflation ahead!

Go to the Walk The World Universe at https://walktheworld.com.au/

Leaky Boats – After A Bruising April: May May?

In this week’s market review we look at the action around the world, starting in the US, Europe Asia and Australia, and looking at Gold, Oil and Crypto in passing.

The news is not good, for those believing in a return to Bull markets, supported by a Fed Put. Actually, with inflation running hard, Central Banks will lift rates, and as yet markets are not fully pricing the risks of this change. Why would they, as there are many who profit from transaction, any transactions, so of course they are talking their book. Hope that the Fed can lift rates to counter persistently high inflation without tipping the US economy into a recession are fading, further fraying market sentiment.

CONTENTS

0:00 Start
00:15 Introduction
1:00 Earning Season
1:50 Sentiment Surveys
2:54 US Growth and PCE
5:57 US Markets
9:20 Monetary Policy
12:50 Oil
13:15 Gold
16:10 Silver
18:20 UK Home Values
21:08 Europe
22:27 Asia
25:35 Australia
28:25 Crypto
30:29 Conclusion And Close

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