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.