This is a repost of an article that we wrote for Morningstar Firstlinks.

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. The unfolding banking crisis has several curious factors.

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US inflation came in around expectations. More than a few data points in this report are reversing the recent trend of falling inflation. Based on surveys and upstream data points, I believe inflation is heading for deflation. But, this report did little to support the argument. See tables:

Stock markets are oscillating between hope and resignation. The hopeful side has two different, quite distinct strains. The bearish arguments are more about the degree of pessimism. But first, some background.

Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.

US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are reversing the recent trend of falling inflation. If your view is that inflation is heading for deflation, then this report was not ...

Since the start of COVID, there has been increased activity in markets from retail investors. This activity has remained elevated, and it signifies the rise of a more active type of 'investor' in markets.

US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that inflation is heading for deflation, then look to goods falling at an annualised rate of 4.8% over the last quarter, and continued ...

US inflation came in lower than expected yesterday. It is probably getting better, but I'll also note that you can see what you want in the numbers. If your view is that inflation is heading for deflation, then look to goods falling at an annualised rate of 3.5% over the last quarter. If your view ...