Consider this: “It’s all too much”—UK snap elections

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There is a feeling of cautious optimism in the United Kingdom ahead of the election in July, says Franklin Templeton Institute Investment Strategist Kim Catechis. The Beatles’ George Harrison wrote... Read more continue reading

Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors

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Key points The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone... Read more continue reading

RBA: to fight inflation, apply resuscitation or remain in suspended animation?

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The Reserve Bank of Australia (RBA) Board will almost certainly leave the policy rate unchanged when it meets next week. There is also little prospect of a change in messaging... Read more continue reading

US CPI and the Fed: Let’s get this party started…almost

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Former US Federal Reserve (the Fed) Governor, William McChesney Martin, once described the role of the Fed as akin to “to taking away the punch bowl just as the party... Read more continue reading

Rates likely on hold as jobless rate drops and employment jumps

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Interest rates are likely to remain unchanged for the remainder of the year, with a low risk of one more rate rise if inflation stays above the central bank’s 2%... Read more continue reading

Weekly economic and market update – week ending 7 July, 2024

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Investment markets and key developments Major global share markets rebounded over the last week as the ECB and Canada cut interest rates and bond yields fell with strength in tech... Read more continue reading

RBA in limbo land; the Bank of Canada cuts because it can; the ECB has a similar plan; where does the Fed stand

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RBA At the margin yesterday’s March quarter GDP release supports the Reserve Bank of Australia’s (RBA) “wait and see” approach to any adjustment in the policy rate. The report confirmed... Read more continue reading

Weekly economic and market update, week ending 31 May, 2024

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Investment markets and key developments Share markets mostly fell again over the last week, as uncertainty around the timing of US rate cuts along with higher bond yields weighed. The... Read more continue reading

Monthly CPI indicator and RBA implications

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“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-53) Australia: Inflation Trepidation The April Monthly... Read more continue reading

The US presidential election – implications for investors and Australia

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Key points The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new... Read more continue reading