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...
Read moreHighlights: The US economy remains supported by robust consumer spending and jobs growth, but trade uncertainty is having a negative effect on busines...
Read moreHighlights: Central banks have engaged in a policy reversal in response to weaker economic growth and the uncertainties associated with the US-Chin...
Read moreHighlights: Softer US inflation and PMI figures have dimmed the growth outlook, although further labour market tightening may avert a Fed rate cut for...
Read moreHighlights: 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 moreHighlights: The US labour market continues to tighten but the Fed is concerned that a cycle of perpetually low inflation expectations could reduce mon...
Read moreHighlights: Data from the US has confirmed that the slowdown in growth has continued through early 2019, although March employment and PMI figures hav...
Read moreHighlights: The US economy is generally performing well, although recent GDP and PMI figures indicate growth is slowing, and February’s payroll numb...
Read moreHighlights: 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 moreHighlights: 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 moreHighlights: 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 moreHighlights: US economic growth moderated in the September quarter but is underpinned by strong consumer spending growth. The IMF recently downgraded i...
Read moreHighlights: 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 moreHighlights: Trade tensions between the US and China are still a source of significant uncertainty for financial markets. Political risks and trade unc...
Read moreHighlights: 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 moreHighlights: 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 moreHighlights: Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below ...
Read moreHighlights: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which i...
Read moreHighlights: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US averag...
Read moreHighlights: Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wa...
Read moreHighlights: The global economy is benefiting from a broad-based, cyclical recovery, supported by higher levels of investment and accommodative monetar...
Read moreHighlights: 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 moreHighlights: The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, ...
Read moreHighlights: Recent economic data continues to show that the major economies are all growing and that global growth is accelerating. In Japan, the rece...
Read moreHighlights: Economic data released over the past month has continued to give investors optimism that the global economy is experiencing synchronised g...
Read moreHighlights: 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 moreHighlights; In a relatively quiet month for economic and policy news, global equity prices rose, helped by corporate earnings reports in the United St...
Read moreHighlights: In June markets were influenced by political developments in the UK and US and more hawkish commentary from central bankers suggesting tha...
Read moreHighlights: Markets in May were heavily influenced by political developments in the major economies. European equities returned 2.6% in May helped b...
Read moreHighlights: Equity markets rose in April helped by political developments in Europe and solid US corporate earnings reports. In the United States, the...
Read moreHighlights: 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 moreHighlights: In February, global equity markets continued to trend higher boosted by optimism about US growth and reasonably good economic and corporat...
Read moreHighlights: In January, global equity markets continued to rise with the US share market making fresh record highs as investors continued to react pos...
Read moreHighlights: In December global equity markets continued to make new highs as investors factored in stronger economic growth and higher corporate earni...
Read moreHighlights: In November equity markets were boosted by Donald Trump’s election victory as investors bet that his policies will be better for busines...
Read moreHighlights: 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 moreHighlights: 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 moreHighlights: 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 moreHighlights; Following the sell-off in equities after the UK’s Brexit decision, equities staged a strong recovery in July, helped by expectations of ...
Read moreHighlights: After strong rises in equity prices off the lows in February, developed market equities were weaker in June, following the decision by vot...
Read moreHighlights; The recovery in equity and commodity prices from February lows continued into May with the third straight month of equity and commodity pr...
Read moreWelcome 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 moreHighlights: Equity and commodity markets continued to recover off their mid-February lows helped by reasonable economic data, supportive central banks...
Read moreHighlights; Global equity markets continued to correct through February but stage an early March recovery Oil prices staged a strong recovery from mid...
Read moreHighlights; Global equity markets were sharply lower in January Oil price volatility was the dominate reason for the global uncertainties China econ...
Read moreHighlights; Global equity markets correct in December – although Australia was a strong performer Oil prices continue to weaken China stock market...
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