"Central banks have delivered the most aggressive rate hikes in a generation, but cash rates in Australia, US and elsewhere are still below pre-GFC levels. How high will interest rates need to go? " says Ashley Owen

"Australia and Australians loaded up on debt in the GFC and again in Covid, but how do we stack up against other countries? The answer is probably very different to what you thought. " says Ashley Owen

"One of the most important, but difficult, aspects of long term investing is learning to not let day-to-day market chatter and scaremongering media headlines affect your long term strategies" says Ashley Owen - Owen Analytics in his monthly look at The Big Picture

While media headlines warn of possible global recessions ahead, global profits are booming! There appear to be no obvious signs of impending recession in the latest profit results, or profit outlooks. "What is behind the numbers?" asks Ashley Owen

"The US is still critically important to the overall global picture as US companies make up 60% of the global stock market value. Are the latest US profits allowing for a slowdown?" asks Ashley Owen