Elixir Private Wealth

07/03/2026

We posted our March Quarter Newsletter on our website yesterday. Here is my Economic and Market Commentary for your perusal.

It has been a tumultuous start to March 2026 that none of us would have expected. On the surface, the world appears to be in turmoil —war in Ukraine, War in Gaza, War in Pakistan and Afghanistan, and now war between the US/Israel and Iran! Market reaction on one side, the human tragedy this has [....

05/09/2025

We have just posted our September Quarter Newsletter on our website. I have shared my Economic and Market Commentary for your perusal. Enjoy the read and the weekend!

Markets have produced yet another year of stellar returns despite the uncertainties around tariff negotiations, Gaza, and the Ukraine. The trade uncertainties have somewhat subsided from the height of the concerns during the month of April when markets corrected substantially before posting a quick....

06/06/2025

We have just posted our June quarter newsletter on our website. Here is my Economic and Market Update for your perusal. Please feel free to check out the newsletter on the website for the other interesting articles as well.

What a difference a month has made in equity markets and all on the back of further conjecture on where tariffs will land! Even more interesting was the fact that the US Court of International Trade, on the 29th of May 2025, had blocked Trump’s sweeping trade tariffs citing that a spiralling US bu...

10/03/2025

We posted our Newsletter on Friday last week and I am sharing it herewith with you. Enjoy the read!

Start of 2025 has been very eventful with Trump grabbing headlines virtually everyday and driving market volatility up. The uncertainty caused by Trump’s rhetoric around tariffs, immigration and establishment of DOGE (Department of Government Efficiency), who have culled several thousand federal e...

08/09/2023

Just sharing my economic and market commentary from our quarterly newsletter here for your perusal and convenience.

We had anticipated a volatile 2023 and we have not been disappointed! Stubbornly high inflation and rising interest rates have led to market uncertainty and hence the volatility. The global economy has already started to moderate and J.P. Morgan research expects the U.S. to enter a mild recession to...

14/02/2023

I attended the Chief Economists' Forum yesterday and have shared a brief and the slides on our website.

We attended the Chief Economists’ Forum Breakfast yesterday. As always, the line-up of speakers was exemplary. The general consensus was that the US will be in a recession later this year, albeit a mild one, whilst Europe is already in one. Australia, once again, might be the “Lucky Country” a...

05/12/2022

05/12/2022

We have just posted our December Quarter Newsletter on our website. I am sharing herewith the Economic and Market update. Have a Merry Christmas and a Happy New Year!

https://elixirprivatewealth.com.au/2022/12/01/economic-and-market-update-by-aziz-meherali-2/

16/09/2022

I am posting herewith our Economic and Market update from our quarterly newsletter. We live in interesting times!

Reality and theory often do not go in tandem with how markets react. This has been our experience since the beginning of 2022, and markets have continued to remain erratic for the duration of this year so far. Recent data across the US shows jobs and retail sales are still quite robust and Australia...

05/05/2022

I did a write-up on our website for clients last Friday and am sharing it herewith.

As we have been sharing our view that volatility will remain stubbornly high in 2022, the S&P 500 has gained or lost 2% or more in a day some 32 times so far in 2022, compared to 24 such days in all of 2021! The uncertainty of Fed action to curb inflation and raise rates […]

08/09/2021

We just posted our September Client Newsletter on our website. I have shared my write-up below:

Following on from my last write-up where I tried to share some optimism with you, our Esteemed Clients and friends, let’s recap on how things have progressed. Whilst Covid Delta variant is still front and centre for most of us in Australia and raising its ugly head in the US and other parts of the...

15/01/2021

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