Weekly economic and market update – week ending 10 April, 2026

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Investment markets and key developments Share markets rose sharply in the past week as the US and Iran announced a ceasefire with optimism this will ultimately lead to an end... Read more continue reading

Weekly economic and market update – week ending 20 March, 2026

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Investment markets and key developments Global share markets had another poor week as the Iran War continued and the Strait of Hormuz remained effectively closed. Oil prices remained around $US100... Read more continue reading

Weekly economic and market update – week ending 13 February, 2026

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Investment markets and key developments Global markets had a volatile week as the War with Iran continued with no sign of any reopening of the Strait of Hormuz which is... Read more continue reading

US CPI and the Fed: the door is ever so slightly ajar…but the Fed won’t walk through in March

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The Federal Reserve (Fed) faces a somewhat different decision than the Reserve Bank of Australia (RBA). In the absence of the sharp rise in oil prices, there would be an... Read more continue reading

The impact of the US/Iran war on economies and markets – Q and A

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Key points Uncertainty around the duration of the US/Israel war with Iran has intensified with oil prices spiking to $US119/barrel only to then plunge as President Trump hinted that the... Read more continue reading

Gulf War 3 – the threat to economies and markets from the US/Iran war

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Key points The start of a war between the US and Israel and Iran poses the risk of a significant disruption to global economic growth given the likelihood of significant... Read more continue reading

Weekly economic and market update – week ending 27 February, 2026

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Investment markets and key developments While US shares were flat over the last week as AI and tech related worries continued to impact, other global markets continued to benefit from... Read more continue reading

A “patient” RBA and January CPI: March unlikely but May “live”

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For those looking for some mortgage relief, yesterday’s release of the January consumer price index (CPI) didn’t make for pleasant reading. The best thing that might be said about yesterday’s... Read more continue reading

The outlook for Australian shares – is the long underperformance over?

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Key points Over the long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares. We see... Read more continue reading

Weekly economic and market update – week ending 20 February, 2026

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Investment markets and key developments Global share markets mostly rose over the last week as worries about AI and tech valuations took a breather but concerns about a US strike... Read more continue reading