Tidal Wave

As highlighted two weeks ago, fundamentals have taken a back seat whilst the central bank's war on inflation drives investor sentiment.

ASX Reporting Season

Macroeconomic events overshadowed the recent ASX reporting season.

Fundamentals have taken a back seat whilst central bankers drive investor sentiment.

Pivot Party

The financial system has taken a small but noticeable exhale, most notably in the U.S. with equities and bonds rebounding from their June lows.

Some are calling this a pivot party, with the prospect of softening inflation data and, therefore, interest rate expectations placing a temporary floor under asset prices.

Bulls & Bears

Recent financial market developments have many investors understandably nervous.

Tackling price inflation through higher interest rates has become a global phenomenon. Tighter than expected financial conditions indicate a meaningful economic slowdown, and recent equity market weakness reflects this.

Front Loading

Last Tuesday, the RBA lifted its cash rate by +0.50% to 0.85%, the biggest rate hike in 22 years and the first back-to-back rate hike since May 2010.

Patient but attentive

The past few weeks have been challenging for investors as central banks embarked on increasing policy rates in the face of persistent inflation.