360 Market Research
Market Commentary
BELOW IS A SUMMARY AND HIGHLIGHTS FROM THE MOVEMENTS THIS QUARTER AND MAJOR CHANGES TO SOME OF THE KEY ASSET AREAS: Australian equities The Australian...
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ThreeSixty Research Market Update – September 2019
Highlights: The US economy remains supported by robust consumer spending and jobs growth, but trade uncertainty is having a negative effect on busines...
Read moreThreeSixty Research Market Update – August 2019
Highlights: Central banks have engaged in a policy reversal in response to weaker economic growth and the uncertainties associated with the US-Chin...
Read moreThreeSixty Research Market Update – July 2019
Highlights: Softer US inflation and PMI figures have dimmed the growth outlook, although further labour market tightening may avert a Fed rate cut for...
Read moreThreeSixty Research Market Update – June 2019
Highlights: The US-China trade dispute has raised fears of a prolonged game of one-upmanship that could result in long-term damage to the global econo...
Read moreThreeSixty Research Market Update – May 2019
Highlights: The US labour market continues to tighten but the Fed is concerned that a cycle of perpetually low inflation expectations could reduce mon...
Read moreThreeSixty Research Market Update – April 2019
Highlights: Data from the US has confirmed that the slowdown in growth has continued through early 2019, although March employment and PMI figures hav...
Read moreThreeSixty Research Market Update – March 2019
Highlights: The US economy is generally performing well, although recent GDP and PMI figures indicate growth is slowing, and February’s payroll numb...
Read moreThreeSixty Research Market Update – February 2019
Highlights: Fears of slowing growth momentum in the US and China are creating a sense of urgency for both countries to resolve the trade dispute. The ...
Read moreThreeSixty Research Market Update – January 2019
Highlights: The US Fed appears to be more cautious about the economy but remains in tightening mode, with a further two rate hikes expected in 2019. T...
Read moreThreeSixty Research Market Update – December 2018
Highlights: The US economy is likely to face headwinds from the lagged effects of interest rate tightening and fading fiscal stimulus, as well as a st...
Read moreThreeSixty Research Market Update – November 2018
Highlights: US economic growth moderated in the September quarter but is underpinned by strong consumer spending growth. The IMF recently downgraded i...
Read moreThreeSixty Research Market Update – October 2018
Highlights: The US economy is set to repeat the robust GDP growth achieved in the June quarter, although the figures may be boosted by short-term effe...
Read moreThreeSixty Research Market Update – September 2018
Highlights: Trade tensions between the US and China are still a source of significant uncertainty for financial markets. Political risks and trade unc...
Read moreThreeSixty Research Market Update – August 2018
Highlights: US economic growth shot to an annualised 4.1% in the June quarter but the market is questioning whether this is sustainable. The impact of...
Read moreThreeSixty Research Market Update – July 2018
Highlights: US core consumer prices lifted in line with the Fed’s 2% inflation target, vindicating June’s rate hike. Slowing credit growth and inf...
Read moreThreeSixty Research Market Update – June 2018
Highlights: Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below ...
Read moreThreeSixty Research Market Update – May 2018
Highlights: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which i...
Read moreThreeSixty Research Market Update – April 2018
Highlights: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US averag...
Read moreThreeSixty Research Market Update – March 2018
Highlights: Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wa...
Read moreThreeSixty Research Market Update – February 2018
Highlights: The global economy is benefiting from a broad-based, cyclical recovery, supported by higher levels of investment and accommodative monetar...
Read moreThreeSixty Research Market Update – January 2018
Highlights: As was strongly anticipated by the market, the US Fed lifted the funds rate to 1.5% in mid-December. The US economy appears to be operatin...
Read moreThreeSixty Research Market Update – December 2017
Highlights: The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, ...
Read moreThreeSixty Research Market Update – November 2017
Highlights: Recent economic data continues to show that the major economies are all growing and that global growth is accelerating. In Japan, the rece...
Read moreThreeSixty Research Market Update – October 2017
Highlights: Economic data released over the past month has continued to give investors optimism that the global economy is experiencing synchronised g...
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ThreeSixty Research Market Update – September 2017
Highlights: Economic data released over the past month has continued to paint a relatively good picture of global growth with most of the major econom...
Read moreThreeSixty Research Market Update – August 2017
Highlights; In a relatively quiet month for economic and policy news, global equity prices rose, helped by corporate earnings reports in the United St...
Read moreThreeSixty Research Market Update – July 2017
Highlights: In June markets were influenced by political developments in the UK and US and more hawkish commentary from central bankers suggesting tha...
Read moreThreeSixty Research Market Update – June 2017
Highlights: Markets in May were heavily influenced by political developments in the major economies. European equities returned 2.6% in May helped b...
Read moreThreeSixty Research Market Update – May 2017
Highlights: Equity markets rose in April helped by political developments in Europe and solid US corporate earnings reports. In the United States, the...
Read moreThreeSixty Research Market Update – April 2017
Highlights: In March, global equity markets were quite mixed. US shares and bonds traded sideways as Donald Trump’s promise to repeal of the Afforda...
Read moreThreeSixty Research Market Update – March 2017
Highlights: In February, global equity markets continued to trend higher boosted by optimism about US growth and reasonably good economic and corporat...
Read moreThreeSixty Research Market Update – February 2017
Highlights: In January, global equity markets continued to rise with the US share market making fresh record highs as investors continued to react pos...
Read moreThreeSixty Research Market Update – January 2017
Highlights: In December global equity markets continued to make new highs as investors factored in stronger economic growth and higher corporate earni...
Read moreThreeSixty Research Market Update – December 2016
Highlights: In November equity markets were boosted by Donald Trump’s election victory as investors bet that his policies will be better for busines...
Read moreThreeSixty Research Market Update – November 2016
Highlights: In October equity and bond markets were both a little weaker as investors worried about higher US interest rates and the outcome of the US...
Read moreThreeSixty Research Market Update – October 2016
Highlights: In September equity and bond markets were dominated by investor concerns around the timing of the next US interest rate hike. Crude oil pr...
Read moreThreeSixty Research Market Update – September 2016
Highlights: Equities traded in a relative tight range in August but finished modestly higher. Crude oil prices recovered 7.5% on talks of possible pro...
Read moreThreeSixty Research Market Update – August 2016
Highlights; Following the sell-off in equities after the UK’s Brexit decision, equities staged a strong recovery in July, helped by expectations of ...
Read moreThreeSixty Research Market Update – July 2016
Highlights: After strong rises in equity prices off the lows in February, developed market equities were weaker in June, following the decision by vot...
Read moreThreeSixty Research Market Update – June 2016
Highlights; The recovery in equity and commodity prices from February lows continued into May with the third straight month of equity and commodity pr...
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ThreeSixty Research Market Update – May 2016
Welcome to the May edition of the Market Update. The recovery in equity and commodity prices continued in April helped by reasonable economic data a...
Read moreThreeSixty Research Market Update – April 2016
Highlights: Equity and commodity markets continued to recover off their mid-February lows helped by reasonable economic data, supportive central banks...
Read moreThreeSixty Research Market Update – March 2016
Highlights; Global equity markets continued to correct through February but stage an early March recovery Oil prices staged a strong recovery from mid...
Read moreThreeSixty Research Market Update – February 2016
Highlights; Global equity markets were sharply lower in January Oil price volatility was the dominate reason for the global uncertainties China econ...
Read moreThreeSixty Research Market Update – January 2016
Highlights; Global equity markets correct in December – although Australia was a strong performer Oil prices continue to weaken China stock market...
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