Global macro-economic commentary from Insight Investment for the week ahead (week commencing 14 May 2018)

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Summary The price of oil rose through the week as the US exited the nuclear deal with Iran. The potential inflation impact of this helped push up rates and the... Read more continue reading

Weekly market update -week ending 11 May 2108

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Investment markets and key developments over the past week Global share markets rose over the last week helped by another Goldilocks combination of good economic data, strong profits and benign... Read more continue reading

Repeating the Budget mistakes of the past

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The former Treasurer, Peter Costello, has been one of the fiercest critics of the federal budget laid down by Scott Morrison on Tuesday. In his eyes the government should have... Read more continue reading

Governments are poor forecasters

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With the Federal Budget for 2018-19 handed down, Lonsec takes a look at some time-honoured truths of government budget forecasting. Governments tend to overestimate Governments have a track record of... Read more continue reading

Impacts of the 2018 Federal Budget

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The Government handed down the 2018 Federal Budget on 8 May. With an ageing population and baby boomers starting to head towards care years there was a major focus on... Read more continue reading

Weekly market update – week ending 4 May, 2018

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Investment markets and key developments over the past week US shares fell over the last week – not helped by profit taking and inflation fears, but Eurozone, Japanese, Chinese and... Read more continue reading

Reserve Bank Governor remains upbeat

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The Reserve Bank Governor Philip Lowe delivered a speech in Adelaide last night. Key points Statement on Monetary Policy: Governor Lowe flagged changes to the format of the report to “make the... Read more continue reading

National property listings and asking prices fall in April

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Figures released yesterday by SQM Research reveal national residential listings fell in April 2018 by 3.8% to 325,147 from March, while asking prices for property fell over the month. In... Read more continue reading

Interest rates remain at record lows

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Reserve Bank Board meeting The Reserve Bank has left the cash rate at a record low of 1.50 per cent for the 21st straight month (19th meeting). The last rate change was a... Read more continue reading

Global macroeconomic commentary for the week ahead (week beginning 30 April 2018)

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Summary It has been a very positive earnings season in the US so far, although share price reaction during the week was mixed. Economic data released during the week was... Read more continue reading