Sunday, July 27, 2025
Gold price pointing to US inflation rising next year - the Fed may not be done yet!
Gold has been the best performing asset class this year, but what is it saying about the outlook for US inflation? It is pointing to rising US inflation in the year ahead, so the Fed may not be done yet with rate hikes. This would be bearish for US and global share and bond markets. How does this sit with fears of recession in the US? Why I'm still bullish on US shares and gold - for now.
Let the US rate cuts begin! Usually good for shares, but it will NOT be plain sailing!
In rate cut cycles, shares have usually posted higher returns, but also higher volatility The big issue is inflation - has it been solved or will it revive like in past cycles? With monetary policy now being eased, can we rely on Trump or Harris for fiscal restraint to contain inflation?
5 Reasons the RBA is not cutting rates like the rest of the world - Why I'd rather NOT see rate cuts
Several other countries are into their second rate cut already - why hasn't the RBA cut rates yet? Here are 5 fact-based reasons When will we get rate cuts here? Why I am NOT looking foward to rate cuts!
Iron Ore – biggest driver of ASX market returns, profits & dividends – where are we now?
The iron ore price is the biggest driver of ASX market returns, profits and dividends, and the biggest contributor to the wealth of all Australians, but iron ore prices have sunk back below $100, taking the big miners with it. Where are we now in the cycle? Why I am bearish short term but reasonably bullish longer term. How I found a 'thousand-bagger' but am no longer invested.
August 2024 snapshot: Shares hold up - still waiting for US rate cut(s)
My essential quick snapshot for Aussie investors What happened in investment markets and why? Who were the winners and losers in global and local share markets?
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