RBA says no negative rates for Australia

By Michael Knox

12 November 2020, 10:35 AM

The RBA has now cut the cash rate to an all-time low. The cash rate can’t go any lower than zero because the RBA is against negative interest rates. They want to keep the three-year bond yields low. Rates will stay low for an extended period of three years or so.

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US Election: Cut through the noise

By Andrew Tang

05 November 2020, 11:04 AM

While we share the same concerns in the near term, we think equity markets will invariably look past the risks and focus on how the economy can heal. In this piece, I outline below our reasons for why we believe the market will eventually trend higher over the next 6-12 months.

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Reporting season scorecards and observations

By Tom Sartor

24 August 2020, 11:55 AM

August has been a story of cyclical and consumer-facing stocks in particular in terms of 1) surprising overly fearful expectations, and/or; 2) being well supported by the market even if they didn’t. Whether this can continue when fiscal support scales down will be a key question as we exit August.

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Reporting Season Scorecard: A decent start

By Andrew Tang

17 August 2020, 3:20 PM

Reporting season kicked off in earnest last week with ~13% of the ASX 300 reporting results. The low bar for earnings was clearly evident with the bulk of companies reporting either inline or above (low) expectations despite median reported FY20 EPS growth coming in at -9%.

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