Business
Macquarie says vaccine changes everything, and nothing – The Australian Financial Review
Macquarie suggests unless the vaccine’s side effects include structural inflation, then the rotation into value stocks may prove short term.
Australian 10-year government bond yields traded at 1 per cent on Wednesday afternoon for the first time since September 8.
As longer-dated, risk-free yields rise, the equivalent future cash flow growth projections of tech businesses become less attractive to investors given the risks the cash flows miss expectations.
According to Macquarie, a viable vaccine to contain COVID-19 will be widely available across developed economies by the middle of 2021 to power a rebound in earnings as companies cycle…
-
Noosa News22 hours agoJazz sellout at The J
-
Noosa News18 hours agoMigration blunders lead to strike-off – Proctor
-
Business15 hours agoGold price alert! Macquarie reveals its top ASX 200 gold stock as the metal hits all-time high
-
Noosa News21 hours agoAustralia’s winter warmer than predicted, but were temperatures actually below average?