2023 market outlook: Australia – Reasons for cautious optimism

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High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are likely to accelerate, underpinning Australia’s long-term... Read more continue reading

Weekly economic and market update – week ending 25 November, 2022

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Investment markets and key developments Share markets resumed their rally over the last week helped by further signs of a slowing in rate hikes from the Fed and a decline... Read more continue reading

The Big Issues of 2023

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Special issue For the past 21 years we have produced “The Big Issues” – a report highlighting the issues to watch over the coming year. Each year we have identified around 8-10... Read more continue reading

Fed FOMC minutes: smaller steps to a higher peak; Fed and markets aligne

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Wednesday night’s release of the Federal Reserve’s (Fed) FOMC meeting minutes indicate that the Fed and financial markets are close to alignment on their expectations for peak policy rate of... Read more continue reading

Oil prices slide: Energy sector loses 1.3% last week       

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Latest economic data The US Nymex oil price fell by 10 per cent last week. The S&P/ASX 200 Energy sector fell 1.3 per cent. According to the Australian Institute of... Read more continue reading

Weekly economic and market update – week ending 18 November, 2022

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Investment markets and key developments US shares pulled back a bit after their post US CPI surge, with various Fed officials noting that there is still more to do on... Read more continue reading

A tale of two central banks and Australian labour force data expected to show continued tight labour market conditions

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A tale of two central banks The Federal Reserve (Fed) Last week’s release of the US October consumer price index (CPI) and this week’s release of the US October producer... Read more continue reading

Shares may have bottomed

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Key points Given recession and geopolitical risks, the ride for shares may still remain choppy and new lows can’t be ruled out. But the increasing evidence of a peak in... Read more continue reading

Weekly economic and market update – week ending 11 November, 2022

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Investment markets and key developments Global shares surged over the last week helped by lower than expected US inflation for October, which is seen as taking pressure off the Fed... Read more continue reading

Seven reasons why Australia should be able to avoid a recession

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Key points The combination of cost-of-living pressures, sharp interest rate hikes and a global downturn point to a sharp slowing in the Australian economy next year, with consumer confidence at... Read more continue reading