Investor Insights

Archive: May, 2025

May 19, 2025

Ausbiz – bull vs bear market outlook for 2025

By Roger Montgomery

Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. On the bearish side, concerns are mounting over a weakening global and U. S. economy. Bears point to falling earnings expectations, a decline in containership activity, cuts to U. S. capital expenditure plans, rising manufacturing costs, and deteriorating consumer sentiment.
May 17, 2025

ABC Nightlife – U.S. Economy

By Roger Montgomery

This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U. S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause amid ongoing policy flip-flops that are shaking investor confidence.
May 1, 2025

Ausbiz – 100 days of Trump

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.

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