The reasons for Trump, Australian inflation, Globalisation/globalism, Aussie banks

January 28th, 2017 Weekly Overview

This week, Trump watch continues and I take a step back to examine my top three reasons Donald Trump made it to 1600 Pennsylvania Avenue: religion, race and guns.

Overnight data from the US shows weaker growth: will this help the President push his protectionist agenda?
 
What is more at risk with this new world order, globalism or globalisation?
 
Plus, the Dow passed 20,000 for the first time – it seems unstoppable and I check in with the Aussie banking sector to see what, if any, challenges lie ahead.

And, there is a special invite from me, which you don’t want to miss.

Why I’m excited, Trump, US economy, Australian economy, Technology’s dark side

January 21st, 2017 Weekly Overview

Donald Trump is now President (deep breath) and his inauguration speech was, in short, the speech of a demagogue.

During my break I became a bit obsessed with reading everything I could on the US President.

So in my Overview this week, I focus on Trump and the US economy. I’m also reflecting on how far the world has come since 2007 – with so many events that led to this moment.

It’s been 10 years since the GFC, and how can it already be (almost) 10 years since the release of the first iPhone?

Stephen Koukoulas’ Overview: negative gearing, mining, housing

January 14th, 2017 Weekly Overview

Why do so few people negative gear stocks?

In this week’s overview I explain why negative gearing is such a popular option for real estate investors, but not so much in the investing world.

I’m also weighing up rising commodity prices against the bleak outlook for mining investment, monitoring constantly increasing mortgage sizes, and taking a thorough look at the economy this week.

Stephen Koukoulas’ Overview: 2017 risks, ANZ, Woolworths, Australian economy

January 7th, 2017 Weekly Overview

The first week of 2017 is all about the big themes.

But first, overnight, the US released its employment numbers. It’s good news and it’s boosted The Dow, but how long can the US keep this momentum? 

In my overview this week, I am looking at the announcements from ANZ and Woolworths about the future of their businesses.

Plus, will Australia fall into a recession or will we eke out a rebound? And what is down the road for monetary policy.




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Archives


May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)


Category: Weekly Overview

May 26th, 2017 : Data: the new oil. Here are the companies with the biggest wells


Category: Disruption - With Alex Pollak

May 26th, 2017 : I want my tax to be tax deductible!


Category: The Money Cafe