Australian growth on the mend – implications for profits and interest rates  

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Key points Australia is seeing a gradual economic recovery with growth likely to reach 2.5% next year. This in turn is underpinning a likely upswing in profits. The RBA is... Read more continue reading

Weekly economic and market update – week ending 5 September,2025

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Investment markets and key developments Global shares were mixed over the last week. US shares rose to a new record high as soft jobs data added to expectations for Fed... Read more continue reading

Compound interest and returns are an investor’s best friend

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Key points Compound interest is an investor’s best friend but can be a borrower’s worst nightmare. The higher the return, the earlier and bigger the investment contribution and the longer... Read more continue reading

Weekly economic and market update – week ending 15 August, 2025

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Investment markets and key developments Global shares, led by the US share market pushed further into record territory over the last week helped by solid US earnings growth, okay economic... Read more continue reading

Fed: probably a September cut but…does it matter?

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Inflation good enough and labour market softening but ‘stagflation-lite’ environment still a key risk. The US July consumer price index (CPI) report points to ongoing “stickiness” in inflation but absent... Read more continue reading

Progress on trade deals a win for corporate America

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With clarity on tariffs coming into focus, one of the major sources of uncertainty that has weighed on businesses, consumers and financial markets is finally waning. “Combined with tax incentives... Read more continue reading

Weekly economic and market update – week ending 1 August, 2025

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Investment markets and key developments Global share markets fell over the last week not helped by concerns about the impact of US tariffs on economic growth, despite various deals being... Read more continue reading

The Fed: not yet maybe later…

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As had been almost universally expected, the Federal Reserve’s Federal Open Market Committee (FOMC) overnight announced that it had kept the policy rate unchanged in the 4.25-4.5 per cent range.... Read more continue reading

Poor Australian productivity – why all the fuss? And what to do about it?

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Key points The last decade has seen productivity stagnate in Australia. This has curtailed growth in living standards and real wages. Policies to boost productivity include: deregulation; more housing supply;... Read more continue reading

Weekly economic and market update – week ending 25 July, 2025

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Investment markets and key developments Global share markets pushed higher again over the last week with US shares up 1.5% helped by a trade deal with Japan and good earnings... Read more continue reading