Equity Mates Investing Podcast Investing on easy mode, what's driving markets right now & Pimp my Portfolio with Adam Dawes
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May 18, 2025 Adam Dawes, an investment expert known for his insights on portfolio reviews, joins to discuss navigating today's market dynamics. He highlights the emotions investors face, urging a focus on long-term strategies despite market fluctuations. The conversation dives into the US-China trade tensions and competitive shifts in the Australian retail sector. Dawes shares key performance indicators for SaaS companies and offers advice on balancing emotional investments with rational decision-making. The impact of currency risks on ETFs is also explored, showcasing the complexities of global investments.
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US-China Trade De-escalation
- The US and China have agreed to a significant 90-day tariff reduction from 145% to 30% and 125% to 10%, respectively.
- Several non-tariff trade sanctions have also been eased, signaling a clear de-escalation between the two countries.
Boeing's Massive Aircraft Deal
- Boeing secured a historic $96 billion aircraft deal with Qatar Airways, with a lineup of 210 planes to be delivered over years.
- The backlog for Boeing’s planes continues to grow, indicating strong future revenue streams.
Australian Mortgage Rate Cuts
- Many Australian lenders have cut mortgage rates recently, triggering talks of 'mortgage wars'.
- Though common, these rate cuts largely reflect the anticipation of Reserve Bank rate cuts rather than aggressive margin erosion.