Friday, April 25, 2025

linkedIn twitter
Stay Ahead: Professional-Grade Market Intelligence
Subscribe Now

Apr 2025

1-4 out of 4 results.
Financial MarketsCurrencyStock market crashes
Is the US dollar in decline? or on its ‘last legs’? Hardly! The problem is the dollar is too strong

The US dollar is hardly in decline or on its last legs. The main problem is that it's too strong - demand exceeds supply.  The biggest enemy of US producers and exporters is not China. The chief culprits are Japan, Europe, and UK, as they have trashed their currencies to help their exporters, far more than China has. Trump needs to bring down the dollar, but can he do it without crashing stock markets and sending bond yields higher?  What are the implications for Aussie investors?

Ashley Owen Apr 21, 2025 6
Australian shares Australian economyFinancial Markets
Labor -v- Libs: which side has been better for the Aussie share market?

Looking at share market returns under every PM and government since Federation - right-leaning governments win, with significantly higher average returns than left-leaning governments. Left-leaning PMs presided over the worst return periods for the share market, and also the best return periods. However, most of the big differences are due to lucky (or unlucky) timing, and/or delayed causation from prior governments. Our governments on both sides deserve credit for creating favourable conditions for investment. 

Ashley Owen Apr 14, 2025
EconomicsAustralian economyRecessionsInterest ratesInflation
Company insolvencies highest in 35 years - and we’re not even in ‘recession’ yet!

Company insolvencies in Australia have soared back to levels not seen since the deep 1990-1 recession. Business is doing it tough - on recession footing already. But the rapidly expanding government sector is doing fine - accounting for almost all of the growth in jobs and economic 'activity' (and artificially suppressing inflation and unemployment numbers), while businesses suffer. 

Ashley Owen Apr 09, 2025
Financial MarketsInvestment & Wealth MgmtInterest ratesInflationAsset classes, asset class returns
March-2025 - Snapshot: Trump Slump continues - What's moving markets and why?

  Here's my monthly wrap-up of global financial markets for Aussie investors -  Share markets are down - but how serious is it? Currency markets - big moves are afoot. Can Trump talk down the Dollar? Where is the 'safe haven' money going - if not into bonds or US dollars? Updates on inflation, interest rates, recession fears, and plenty more.

Ashley Owen Apr 01, 2025

“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”

"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”

Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

“Ashley is one of the best writers and thinkers on financial markets in Australia. His unique analysis and research is always fact-based and insightful, not the usual uninformed market noise and waffle that infects the mainstream financial media.”

Graham Hand - Editorial Director of Morningstar Australia, including Founder/Managing Editor of FirstLinks, Australia’s leading newsletter and publishing service on wealth management, superannuation, and personal finance.

 

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM

Contact us

  • ashley.owen@owenanalytics.com.au
linkedIn twitter

Copyright © 2025 Owen Analytics

About Ashley Owen | Terms and Conditions | Privacy Policy | Archive | Disclaimer

The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.