rogermontgomery.com / .rogermontgomery-com

I joined Jess Maguire yesterday afternoon on ABC Statewide Drive to discuss the sharp fall in the Australian share market, rising U.S. bond yields and the pressure higher rates can place on asset prices. We also discussed inflation and interest rates ...

I joined Andrew Geoghegan on Ausbiz to discuss persistent inflation in the U.S., the impact of rising wages and services costs, and why the Federal Reserve may have limited room to ease rates. We also explored the artificial intelligence (AI) ...

Australia's housing market is under growing pressure, and further declines in property values could affect more than just homeowners. The consequences could extend across household finances, consumer confidence and state government budgets. If the .. ...

When you hear people talk about U.S. inflation, a popular narrative is the Federal Reserve (the Fed) is essentially powerless. The argument goes that today's sticky price pressures are almost entirely driven by outside supply shocks - things like new ...

After cutting their cash rates in the latter part of 2024 and 2025, the Central Banks of Australia, the U.S., Europe and New Zealand have recently reversed tack. This is coming at a tricky time for many economies with inflationary expectations and ...

This week, I am back with Nicola and Di for our series Over The Money Fence. This series aims to help you take control of your finances with clarity and confidence. In this episode, we go through the fallout from the federal budget and explain why, . ...

It may initially seem a stretch to claim the financial quality of your retirement beyond 2026 might depend on the outcome of some heroic assumptions about Hyperscaler artificial intelligence (AI) cash flows. But is it? Equity markets, and especially ...

Recently, in an AXIOS email with the subject line, "Not too late," the Wall Street Journal (WSJ) wrote, "The White House, Congress and the country's leading AI companies have allowed AI to grow faster, stronger, more powerful and wildly lucrative .. ...

When the benchmark 10-year U.S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential conflict between sovereign debt realities and a relentlessly optimistic equity ...

In financial markets, it's said history doesn't repeat, but it frequently rhymes. The recent bond market moves seem to reflect a market rhyming with the 2023 bond tantrum, threatening to disrupt everything from home mortgages and corporate credit to ...