
Trump’s policies & the equity risk premium – the good, the bad & the ugly
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 – 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
Key points – Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. – While the
Key points – CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. – The upswing came
Key points – Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative
Key points – The $A has been hit since September by the return of Trump, a hawkish pivot by the Fed versus the RBA and
Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,
Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more
Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting
Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As
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