Weekly economic and market update – week ending 30 July, 2021

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Investment markets and key developments over the past week Despite some concerns about Chinese regulatory tightening early in the week and ongoing worries about coronavirus US and European shares rose over the last week helped by strong earnings results in the US and strong data in Europe. Japanese and Chinese shares fell though with regulatory... Read more continue reading

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism

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Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg, in SA & Victoria); vaccines are working; once lockdowns end economic activity rebounds quickly; the threat posed by Delta will keep... Read more continue reading

Weekly economic and market update – week ending 23 July, 2021

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Investment markets and key developments over the past week Share market indexes mostly managed to look through coronavirus concerns over the last week and rebound helped by good US earnings and dovish guidance from the ECB. US, European and Chinese shares rose but Japanese shares fell. The positive global lead also helped push up the... Read more continue reading

CommSec State of the States, July 2021

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July 2021 Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out. Now in its 12th year, the report also includes a section comparing annual growth rates for the eight key indicators across the states and territories as well as Australia as a whole, enabling comparisons in terms of... Read more continue reading

10 charts we’re thinking about right now

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What it means House prices around the world are rising rapidly – including in the United States. Recent gains have re-opened old GFC wounds, with escalating concern of another housing bubble. However, the data suggests the gains are driven not so much by excessive demand, but lack of supply. The number of ready to build... Read more continue reading

Weekly economic and market update – week ending 16 July, 2021

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Investment markets and key developments over the past week Share markets were buffeted again by higher inflation and mixed messages from various central banks over the last week. While US and European shares fell slightly, Japanese, Chinese and Australian shares rose benefitting from the rally in US shares at the end of the previous week.... Read more continue reading

Five ways to turn down the noise and stay focused as an investor

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Key points A surge in financial information and opinion along with our natural inclination to focus on bad news is arguably making us worse investors: more fearful & short term. Five ways to help manage the noise and stay focussed as investors are: put the latest worry list in context; recognise that shares return more... Read more continue reading

Midyear outlook: guarding for inflation and searching for quality

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In its midyear outlook, Franklin Templeton, a global investment manager,  presents market and investment views for the second half of the year and examine the uneven global recovery from COVID-19. Emerging COVID-19 variants are adding new economic headwinds in parts of the world, while other countries are sharply rebounding amid vaccination rollouts and heavy fiscal... Read more continue reading

Petrol lifts 8% in June quarter, stoking inflation

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Oil market update What happened? Global oil prices jumped by around 2 per cent on Friday as traders reacted to falling US inventories and signs of stronger demand from both China and India.  The People’s Bank of China said it will cut the Reserve Requirement Ratio for major commercial banks by 50 basis points, in... Read more continue reading

Weekly economic and market update – week ending 9 July, 2021

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Investment markets and key developments over the past week Share markets fell over the last week, mainly on the back of worries that a resurgence of new coronavirus cases will derail the global economic recovery. The poor global lead along with the worsening coronavirus outbreak in Sydney necessitating an extension and tightening of its lockdown... Read more continue reading