Volatility has subsided; global share markets have recovered from the “Tariff Tantrum” - where to from here?

  • the impact of tariffs have not been felt by the US consumer or business just yet and it will take another 6 – 12 months to fully understand the impact. August reporting season will be important to watch.
  • while there is pressure mounting on the US Federal Reserve to cut rates, near term inflation concerns outweigh the economic growth outlook.
  • the Reserve Bank of Australia (RBA) is widely tipped to cut rates tomorrow by 0.25%
  • On a price to earnings (P/E) valuation methodology markets now look expensive again.
  • Now is a good time to replenish any cash reserves.

 

 

Copyright © 2025 Coastline Private Wealth, All rights reserved.

Our mailing address is:
PO Box 2082
Churchlands WA 6018