In today’s show we look at the market action this week, as the tensions between strong if patchy corporate results, on one hand, while inflation risks and contagion risks from the China property sector are pulling the other way.
China Evergrande Group pulled back from the brink of default by paying a bond coupon before Saturday’s deadline, giving the property giant at least another week to come to grips with a debt crisis that has rattled investor confidence in the world’s second-largest economy.
But Investors are increasingly concerned higher cost pressures and global supply-chain bottlenecks will push the Fed to raise interest rates faster than expected. Yet a relatively solid start to the earnings season offset those fears with the benchmark S&P 500 topping a record on Thursday.
Then US equities fell on Friday in New York after the chairman of the Federal Reserve signalled some concern about inflation.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
CONTENTS
0:00 Start 00:19 Introduction 01:15 US Markets 02:05 Powell Time To Taper… 03:05 Snap and Tech falls 04:30 GDP Falling 07:00 Inflation Expectations 08:00 Yields 08:45 Financials Up 10:00 Crude prices and supply 10:55 Europe 12:20 Evergrande Update 19:20 Asian Markets 19:50 Australian Markets 20:20 RBA Vs Markets 22:34 Market movements 25:13 Bitcoin, ATMs, Futures, 28:30 Summary and Close
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
FOMO V Inflation V Evergrande: Market Update 23 Oct 2021 [Podcast]
In today’s show we look at the inflation debate again, as Central Banks are still talking up the transitory nature of the inflation in the supply chain, and believe it will fall sometime. In this environment, one way for monetary policy makers to thread the needle is to use hawkish rhetoric -– to keep a lid on inflation expectations — while holding back on the actual interest-rate increases that would slow the recovery.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
Funny how a small country (which was badly hit by the GFC a decade plus ago) seems more in tune with macro-prudential and home price growth risks. Perhaps the RBA can learn something?
I caught up with George Gammon to discuss financial repression, inflation, asset prices, trust and who is driving the agenda. George Edward Gammon is a Real Estate Investor, entrepreneur and teacher of macro economics on YouTube.
I caught up with George Gammon to discuss financial repression, inflation, asset prices, trust and who is driving the agenda. George Edward Gammon is a Real Estate Investor, entrepreneur and teacher of macro economics on YouTube.
The QE Factor: Why Investors face recurring market volatility and uncertainty ahead. In today’s show we consider the implication of the mega-QE programmes, currently in force, and whether that can really be reversed, plus market reaction to Evergrande, calls for Central Bank review, and how First Time Buyers are gearing up despite the uncertainty.
Go to the Walk The World Universe at https://walktheworld.com.au/
Today’s post is brought to you by Ribbon Property Consultants.
If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.
Buying property, is both challenging and adversarial. The vendor has a professional on their side.
Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.
Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.
Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.
The QE Factor: Why Investors face recurring market volatility and uncertainty ahead. In today’s show we consider the implication of the mega-QE programmes, currently in force, and whether that can really be reversed, plus market reaction to Evergrande, calls for Central Bank review, and how First Time Buyers are gearing up despite the uncertainty.
Go to the Walk The World Universe at https://walktheworld.com.au/
Today’s post is brought to you by Ribbon Property Consultants.
If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.
Buying property, is both challenging and adversarial. The vendor has a professional on their side.
Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.
Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.
Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
In today’s market update we cover off the latest market movements, China’s continued campaign against Bitcoin and other Cryptos, the deafening silence from Evergreen, and the IMF’s musing on Australian property. Things are getting interesting indeed and much hinges on the property sector, where leverage is to the max.
CONTENTS
0:00 Start 0:18 Introduction 2:25 China Crypto crackdown 4:55 US Economy and market 11:50 Gold flat 13:50 European markets 16:00 Asian markets 19:22 Evergrande is not over 23:30 Property market frozen 26:15 Australian market 28:17 IMF On Australian property 31:56 Conclusion and close
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
Property Bust On The Cards? - Market Update 25th Sept 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour.
In today’s market update we cover off the latest market movements, China’s continued campaign against Bitcoin and other Cryptos, the deafening silence from Evergreen, and the IMF’s musing on Australian property. Things are getting interesting indeed and much hinges on the property sector, where leverage is to the max.
CONTENTS
0:00 Start 0:18 Introduction 2:25 China Crypto crackdown 4:55 US Economy and market 11:50 Gold flat 13:50 European markets 16:00 Asian markets 19:22 Evergrande is not over 23:30 Property market frozen 26:15 Australian market 28:17 IMF On Australian property 31:56 Conclusion and close
Go to the Walk The World Universe at https://walktheworld.com.au/
We look at the latest from the MPC and the Bank of England. At its meeting ending on 22 September 2021, the Committee judged that the existing stance of monetary policy remained appropriate. The MPC voted unanimously to maintain Bank Rate at 0.1%. The Committee voted unanimously for the Bank of England to maintain the stock of sterling non-financial investment-grade corporate bond purchases, financed by the issuance of central bank reserves, at £20 billion. The Committee voted by a majority of 7-2 for the Bank of England to continue with its existing programme of UK government bond purchases, financed by the issuance of central bank reserves, maintaining the target for the stock of these government bond purchases at £875 billion and so the total target stock of asset purchases at £895 billion.
Go to the Walk The World Universe at https://walktheworld.com.au/
