US CPI: Brandywine Global optimistic on inflation

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On June 12,  the U.S. Bureau of Labor Statistics reported the latest Consumer Price Index for All Urban Consumers (CPI-U) in June. The CPI rose 3% in June from a... Read more continue reading

US CPI not enough for a July “pause” and what to look out for from the RBA

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US CPI: (maybe?) not enough for a July “pause” but it will be “one and done” The June consumer price index (CPI) report indicates that inflation has meaningfully turned and... Read more continue reading

Rental crisis easing? Vacancy rate rises to 1.3%

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SQM Research has revealed national residential property rental vacancy rates continue to rise to now stand at 1.3% as at the month of June 2023. The total number of rental... Read more continue reading

Weekly economic and market update – week ending 9 July, 2023

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Investment markets and key developments Global share markets fell sharply over the last week on concerns that stronger than expected US economic data will result in higher for longer interest... Read more continue reading

2022-23 saw investment returns rebound – but is it sustainable?

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Key points After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling inflation and hopes rates are near... Read more continue reading

RBA “skips” July but future meetings remain “live” and Fed FOMC June meeting minutes

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After having increased the policy rate at both the May and June meetings, the Reserve Bank of Australia (RBA) Board decided to leave the policy rate unchanged at 4.1 per... Read more continue reading

Weekly economic and market update – week ending 30 June, 2023

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Investment markets and key developments Global share markets, with the exception of Chinese shares, rose over the last week supported by resilient economic data in the US, lower inflation readings... Read more continue reading

Inflation pause but challenges persist for global equities

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While the risk of inflation rising further has materially abated, high levels of inflation and interest rates, coupled with slowing demand, will continue to present challenging conditions for global equities,... Read more continue reading

Australian recession Q&A – Why the worry? What’s the risk? And what would it mean for investors?

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Key points The risk of recession globally and in Australia has increased with ongoing central bank rate hikes. Signs of faster wages growth has seen the RBA turn more hawkish.... Read more continue reading

Weekly economic and market update – week ending 23 June, 2023

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Investment markets and key developments Global share markets fell over the last week with renewed concerns about central bank rate hikes triggering global recession and a slump in profits. Reflecting... Read more continue reading