China’s “big” stimulus – will it work? And what does it mean for Australia?

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Key points A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy. However, it’s doubtful it will be... Read more continue reading

Weekly economic and market update – week ending 11 October, 2024

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Investment markets and key developments Global share markets rose over the last week helped by the absence so far of an Israeli retaliation against Iran and hopes that it will... Read more continue reading

RBNZ presses the accelerator on rate reductions

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In a widely anticipated move the Monetary Policy Committee (MPC) of Reserve Bank of New Zealand (RBNZ) cut the official cash rate (OCR) by 50 basis points (bps) to 4.75... Read more continue reading

Harris versus Trump – implications for investors and Australia

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Key points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around... Read more continue reading

Weekly economic and market update – week ending 4 October, 2023

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Investment markets and key developments Global share markets mostly fell over the last week as the war in the Middle East escalated further with Iran’s retaliatory missile strike on Israel... Read more continue reading

The Fed: curbing market enthusiasm…for now

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It doesn’t seem that long ago that markets were sifting through the entrails of the Federal Reserve’s (Fed) last policy decision and subsequent press conference from Fed Chair Powell. That... Read more continue reading

Shares around record highs as inflation slides, central banks cut rates and China stimulates – but what about the Israel/Iran conflict & other risks?

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Key points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion... Read more continue reading

Weekly economic and market update – week ending 27 September, 2024

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Investment markets and key developments Global share markets rose again over the last week on expectations for a continuation of a “goldilocks” macro outlook on the back of central bank... Read more continue reading

RBA: keep calm and carry on

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As expected, the RBA kept the policy rate unchanged at 4.35 per cent when it met earlier in the week. Furthermore, despite a plethora of disingenuous political commentary around monetary... Read more continue reading

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

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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