Stronger medium term outlook fuels market optimism

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Rising confidence about global growth prospects, coupled with the fall in the Australian Dollar (AUD), has led investment managers to be optimistic about the share market, according to new research... Read more continue reading

Weekly market & economic update – week ending 4 October 4

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Key events of the past week and implications The partial US Government shutdown was the dominant event globally over the past week. While initially financial markets took it in their... Read more continue reading

The New Normalisation – of Fed Policy; a note from PIMCO

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Let’s jump to this note’s conclusion: Past is not prologue for the projected path of the Fed’s policy rate. Expect the Federal Reserve to keep its policy rate low for... Read more continue reading

Up, up, up, up: Australian economy lifts

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Home Prices; Manufacturing gauge; Retail trade; New home sales Home prices up: The RP Data – Rismark Home Value index of capital city home prices rose by 1.6 per cent... Read more continue reading

Inflation contained; Term deposits at decade low

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Inflation gauge; Private sector credit; Overseas economic data Inflation contained: The TD Securities/Melbourne Institute monthly inflation gauge rose by 0.2 per cent in September to stand 2.1 per cent higher than... Read more continue reading

Threadneedle Global Equity Viewpoint

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The global economy is finally stabilising as the recovery in the US spreads to the rest of the developed world. As summer fades and an autumnal chill enters the air... Read more continue reading

Weekly market & economic update – week ending 27 September

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Key events of the past week and implications The past week was relatively quiet with the approaching deadline to avert a US government shutdown weighing on US shares but Australian shares... Read more continue reading

Wealth down, but rebound to record highs underway

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Financial Accounts; Population; Job Vacancies Less wealthy: Net household financial wealth per capita fell from $76,748 to $75,509 in the June quarter, but was still up 12.4 per cent over... Read more continue reading

CBA Economics: State and Territory Perspectives

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CBA Economics have just released The State and Territory Perspectives which covers the macroeconomic trends in the States and Territories. Most economic commentary is focussed on the national outcome. But, this... Read more continue reading

Weekly market & economic update – week ending 20 September

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Key events of the past week and implications Global share and bond markets got a big lift over the past week as first Larry Summers dropped out of the race... Read more continue reading