CommSec Research: Fewer spare seats on domestic flights, consumers still positive and wine exports soar

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Domestic air travel; Consumer sentiment; Wine export Domestic air travel: In November, passenger numbers were up 0.2 per cent on a year ago while capacity fell 1.3 per cent. So... Read more continue reading

Mixed Christmas spending

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Commonwealth Bank Business Sales Index The Commonwealth Bank Business Sales Indicator (BSI), a measure of economy-wide spending, rose by 0.4 per cent in trend terms in December. While this result... Read more continue reading

Weekly market update – week ending 18 January, 2019

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Investment markets and key developments over the past week Share markets continued to rise over the last week helped by talk of policy stimulus (notably in China) and optimism of... Read more continue reading

Record home building with bevy of work ahead

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Consumer sentiment; Building activity Record home building: In real trend terms, a record $19.8 billion of work was done in building new homes in the September quarter. New starts: The... Read more continue reading

2019 – a list of lists regarding the macro investment outlook

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Key points Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Recession is unlikely and so too is a long and deep bear market... Read more continue reading

Vacancy rates up in December in most capital cities

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Key Points Nationally, the vacancy rate rose to 2.5% in December from 2.3% in November. Darwin has the highest vacancy rate at 4.3%, followed by Sydney which rose to 3.6%.... Read more continue reading

Petrol set to lift; Credit cards in reverse

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Weekly Petrol Prices; Credit & debit cards Petrol: According to data from the Australian Institute of Petroleum, the national average price of unleaded petrol fell by 0.9 cents last week to... Read more continue reading

Weekly market update – week ending 11 January, 2019

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Investment markets and key developments over the past week Since our last weekly update three weeks ago investment markets have been on a bit of a roller coaster ride, with... Read more continue reading

Franklin Templeton 2019 Outlook for global equity markets – The East gains appear over, but unloved stocks may draw new interest

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“US stimulus is fading and US earnings growth should have a hard time matching 2018 levels. But with interest rates rising and political issues a concern, the quality of earnings... Read more continue reading

Investment Outlook 2019: Australian Equities and Fixed Income

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Lee Mickelburough, Head of Australian Equities, discusses the lessons learned from 2018 and the themes shaping the team’s 2019 outlook. What are the key themes likely to shape markets in... Read more continue reading