RBA September Board meeting – on hold and no change to the script

From

Investor Implications from CommSec Economics – What does it mean for investors? The Reserve Bank of Australia (RBA) held its official cash rate steady at a more than 12-year high... Read more continue reading

August labour force won’t move the dial for the RBA

From

RBA Governor Michele Bullock cast a hawkish hue over the most recent RBA Board decision to leave the policy rate unchanged at 4.35 per cent at its August meeting. In... Read more continue reading

Weekly economic and market update – week ending 29 August, 2024

From

Investment markets and key developments Share markets were mixed over the last week. The US S&P 500 fell on the back of weaker tech stocks as Nvidia’s earnings results beat... Read more continue reading

RBA dilemma: Why rate cuts may not help

From

Scott Solomon, Co-Portfolio Manager of the T. Rowe Price Dynamic Global Bond Strategy shares his comments on why rate cuts may not help the RBA. A lot can change seemingly... Read more continue reading

It takes an unlikely Melbourne Cup Day trifecta to see a RBA policy rate reduction

From

Wednesday’s monthly consumer price index (CPI) indicator report added little to the market’s available information set in terms of their expectation regarding the next (almost certainly downward) adjustment in the... Read more continue reading

Will house prices crash? And what’s needed to fix housing affordability

From

Key points Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. However, there is more to... Read more continue reading

Why super and growth assets like shares really are long term investments

From

Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a... Read more continue reading

Weekly economic and market update – week ending 16 August, 2024

From

Investment markets and key developments Share markets continued their recovery over the last week helped along by expectations that “Goldilocks” conditions will prevail, with a further slowing in US inflation... Read more continue reading

Reserve Bank Governor Michele Bullock warns of potential for further rate rise, Australians need to act on their savings

From

The central bank has warned of the risk that official interest rates could rise further with high inflation still hurting Australian households, and investors need to be review their portfolio... Read more continue reading

US CPI and Fed easing: You can almost touch it

From

Last night’s US July consumer price index report makes a policy rate cut at the US Federal Reserve’s (the Fed’s) September 17-18 Federal Open Market Committee (FOMC) meeting a virtual... Read more continue reading