Category

ASX

VFS Group Month in Review – June

By | ASX, Investing, Macro, Month in Review

On the 31st May the ASX 200 Index closed at 5724 points.
On the 30th June the ASX 200 Index closed at 5721 points.
A whole month with no outcome was a welcome relief following the 3.3% hammering the market took the month previous. Before too many eyes turn to the seasonally strong month of July (up 4.4% & 6.3% in ’15 & ’16) it might be worth having a look at some of the better hits of a “June Swoon” we’ll soon forget.

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## On Repeated Recession Warnings ##

By | ASX, Banks, Investing, Macro

We’re being a little dramatic, we know. Last week’s note stressing the closeness to the recessionary precipice on which Australia currently stands is still being circulated and we still stand behind it. (The note, not the precipice)
We, as a country, are in real trouble and the market is screaming that at us as well.

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