Market conditions

Comprehensive analysis of economic indicators to determine market cycle position and asset valuations

This analysis of economic indicators can be used to determine the value of an asset and how that value is likely to change in the future. The dark line on each Valuation bar shows whether an indicator is over- or under-valued right now according to market data.

Valuation Scale
Undervalued Neutral Overvalued

Teal (Left): Undervalued - Assets are trading below historical averages
White (Center): Neutral - Assets are trading near historical averages
Orange (Right): Overvalued - Assets are trading above historical averages

Economic Indicators Overview
Current values vs historical averages
Indicator Current Value Historical Average Valuation
RBA Cash Rate
(Low = Overvalued)
3.60% 3.50%
0.1%
17.5%
12 Month Change No data 0.00%
-20.0%
20.0%
Inflation No data 2.50%
-1.0%
8.0%
Bond 10yr vs 1yr No data 1.00
-2.0
4.0
CPI 141.70 100.00
50.0
150.0
12 Month CPI Change No data 2.50%
-2.0%
8.0%
GDP Growth No data 2.50
-7.0
6.0
Gov Debt % of GDP
(Low = Overvalued)
No data 30.00
10.0
60.0
12 Month Gov Debt Change
(Low = Overvalued)
No data 0.00%
-5.0%
10.0%
Shiller CAPE No data 16.80
8.0
45.0
Bond Yield No data 3.50%
0.5%
15.0%
Rental Yield 1100.00% 4.00%
2.0%
8.0%
AUS Equities Yield 0.00% 4.50%
2.0%
8.0%
US Equities Yield 0.00% 3.00%
1.0%
6.0%
World ex US Equities Yield No data 3.50%
1.5%
7.0%
Credit Yield No data 4.00%
2.0%
12.0%
Undervalued Indicators

0

Below historical average
Neutral Indicators

0

Near historical average
Overvalued Indicators

0

Above historical average
Market Cycle Position
Recession
Recovery
Expansion
Peak
Current Position

Analysis in progress...

Key Insights

Loading analysis...