Summary
PSE’s Australia-focused section index, aggregating Australian cycles commentary (by Cathryn Stacey), yield gap data, yield curves, and Bliss Index readings. Content spans 2020 primarily. Links to subscriber emails and indicator pages throughout the PSE archive.
Contents
Australian Cycles Commentary
- Sub email #64 (July 16, 2020): Cycle comments for Australia — Cathryn Stacey
- Sub email #86 (September 28, 2020): Borrower Beware vs Lender Beware — Cathryn Stacey
Indicators Included
- Tax & Mortgage Freedom Day — Australia 2020
- Australian Yield Gap — April 2020 (10-year bonds yield / industrial earnings yield)
- Economy Yield Curves — January, March, April, July 2020
- Australian & US Bliss Index — November 2019, April 2020, July 2020
Key Claims
- As at April 2020, the Australian yield gap showed share yields still higher than bonds, making a complete market selloff unlikely. — confidence: high
- The yield gap compares government bond yield (risk-free) vs industrials earnings yield to gauge market risk appetite. — confidence: high