Oliver’s Insights

Key points – The combination of the natural human tendency to focus on bad news, expectations rising beyond the ability of the economy to deliver,

Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and

Key points – The key changes are a wind back in negative gearing, the taxation of real capital gains, numerous moves to reduce regulation, and

Key points – The RBA hiked its cash rate for the third time this year by another 0.25% to 4.35% in response to inflation running

Key points – The upcoming Budget is an ideal opportunity to reframe government policy to put the economy onto a stronger path. The latest global

Key points – Uncertainty remains high over the US/Iran War with a ceasefire declared but no agreement in talks so far. Tensions continue to remain

Key points – The War with Iran has led to a surge in oil prices & worries of stagflation which has pushed share markets sharply

Key points – The RBA hiked its cash rate for the second time this year by another 0.25% to 4.1% in response to inflation running

Key points – The start of a war between the US and Israel and Iran poses the risk of a significant disruption to global economic

Key points – Helped by President Trump’s backdown on tariffs, shares have rebounded to within 3-4% of their record highs. – The good news is

Key points – The return of Labor with an increased majority basically means more of the same in terms of key economic policies. – The

Key points – Share markets have fallen further on US President Trump’s worse than expected tariff policies. – Further weakness is likely but at some