Why investors need to be aware of the psychology of investing

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Key points Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts &... Read more continue reading

CommSec State of the States: State and Territory Economic Performance Report, April 2025

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Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out which state or territory is Australia’s economic leader. Now in its 16th year, the report also includes a... Read more continue reading

RBA: opting out of the circular firing squad

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In my view the upending of the global trade system occasioned by the Trump Administration’s tariff agenda will more likely than not see a global recession by year-end. The backdown... Read more continue reading

Weekly economic and market update – week ending 18 April, 2025

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Investment markets and key developments Share markets were mixed over the last week with uncertainty remaining high around the impact of Trump’s tariffs but no big new negative announcements. For... Read more continue reading

Weekly economic and market update – week ending 11 April, 2025

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Investment markets and key developments Share markets had a roller coaster ride over the last week – first plunging on the back of ongoing worries about Trump’s tariffs before rebounding... Read more continue reading

Consumer sentiment hit by tariff turmoil

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The Westpac-Melbourne Institute Consumer Sentiment Index fell 6% in April, to 90.1 from 95.9 in March. Matthew Hassan, Westpac Head of Australian Macro-Forecasting, said: “Consumers are showing deepening unease about... Read more continue reading

The Trump Dump in shares – what does it mean for Australia and investors?

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Key points Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point Trump is likely to pivot towards... Read more continue reading

Weekly economic and market update – week ending 4 April, 2025

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Investment markets and key developments Global share markets fell again over the last week taking most markets below their mid-March lows in response to Trump’s higher than expected tariffs which... Read more continue reading

Old listings climb but distressed activity remaining benign

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Key points Total listings increased by 0.9% for the month of March Year on year (March), total property listings decreased by 1.7% New property listings recorded a decline of 5.5%... Read more continue reading

The 2025 Australian Federal election – implications for investors

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Key points Australian election campaigns tend to see uncertainty driving weak gains for shares, followed by a bounce. Labor is offering more of the same whereas the Coalition is offering... Read more continue reading