Yikes! Did the U. S. Federal Reserve (Fed) just propose a material reduction in its balance sheet? After the war is over, investors will revert to concentrating on earnings and other thematics again, and a recent Fed research paper may give investors something to worry about. The U. S.
In late March 2026, the ANZ Roy Morgan Australian Consumer Confidence Index hit the lowest level since the survey began in the early 1970s.
Last week (5 April 2026), it rallied to the second worst week on record, as motorists received a $0. 26 per litre reduction in the fuel excise.
The market has surged, jumping 2. 6 per cent in a single day on news of a ceasefire in the Middle East. After weeks of volatility, the key question now is whether this marks the beginning of a sustained recovery – or just another short-lived rally. I joined Sean Aylmer to discuss what’s really driving the rebound.
While the Middle East commands headlines, investors have largely forgotten the factors determining their returns prior to the outbreak of hostilities. But when the conflict ends, investors will return to considering those factors, including artificial intelligence (AI), U. S. debt, and the possibility of stagflation. Prior to the conflict, investors were debating AI’s immediate and long-term impact.
