Weekly market update – week ending 10 March, 2017

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Investment markets and key developments over the past week The past week saw rising bond yields and a rising $US in anticipation of the Fed raising interest rates in the... Read more continue reading

Dividends start flowing: $22 billion to be paid out

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Economic and Financial market perspectives Cash payouts: This week, dividends started flowing from those companies that reported early in the recent earnings (profit-reporting) season. Conservatively around $22 billion (or around... Read more continue reading

Winning momentum

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The global economy is on a ‘hot streak’, with a string of positive data surprises feeding expectations for further strengthening. But is momentum really as strong as it first appears?... Read more continue reading

Fluky winds for Aussie consumers

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Consumer Sentiment; Construction gauge Consumer confidence: The weekly ANZ/Roy Morgan consumer confidence rating fell by 4.4 per cent in the past week from six-week highs. Construction gauge: The Performance of... Read more continue reading

Weekly market update – week ending 3 March, 2017

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Investment markets and key developments over the past week The past week saw US, European and Japanese shares rise helped by strong US forward looking data, signs that the Fed... Read more continue reading

Market response to Trump’s speech doesn’t change policymaking realities

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The market’s overwhelmingly favorable reaction to President Trump’s first speech to a joint session of Congress was not necessarily surprising: President Trump veered away from the more protectionist and nationalistic... Read more continue reading

Record economic expansion continues

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National accounts Record expansion: The economy grew by 1.1 per cent in the December quarter after contracting 0.5 per cent in the September quarter. Annual economic growth lifted from 1.9... Read more continue reading

Trump blows trumpet but is light on detail (…again)

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President Trump’s address was high on rhetoric and light on detail, leaving the market underwhelmed. The address to Congress was released a good hour before the main event yesterday morning. Mr... Read more continue reading

Profits hit record highs. Petrol prices flatten

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Business Indicators; Weekly petrol price Profits up: Company operating profits rose by 20.1 per cent in the December quarter to record highs. Sales ease: Economy-wide sales rose by 0.6 per... Read more continue reading

Weekly market update – week ending 24 February, 2017

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Investment markets and key developments over the past week The past week saw shares rise 0.9% in the US, 1.5% in China and 0.3% in Japan helped by more good... Read more continue reading