Weekly economic and market update – week ending 19 August, 2022

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Investment markets and key developments The global share market rebound faltered over the last week with mixed economic data and mostly hawkish messages from central banks, including the Fed. For... Read more continue reading

Jobs lost, but jobless rate still hits fresh 48-year low

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Labour force; Average weekly earnings Employment fell by 40,900 in July (consensus: +25,000) with full-time jobs down by 86,900 while part-time jobs rose by 46,000. The unemployment rate fell from... Read more continue reading

Booms, busts and investor psychology – why investors need to be aware of the psychology of investing

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Introduction Up until the 1980s the dominant theory was that financial markets were efficient – in other words all relevant information was reflected in asset prices in a rational manner.... Read more continue reading

July vacancy rates remain stable at 1%

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SQM Research has revealed national residential property rental vacancy rates remained steady at 1% in July 2022. The total number of rental vacancies Australia-wide now stands at 36,741 residential properties,... Read more continue reading

12 charts we’re thinking about right now

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What it means At a time when many commentators are grappling to find an analogy to explain the current inflation episode, we believe it’s worth considering what happened in the... Read more continue reading

Inflation news not good for the RBA as US “headline’ inflation peaks

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US ‘headline’ inflation peaks. Will the Fed ease the brakes? In what was somewhat of a surprise, July US inflation surprised on the downside. In headline terms, the US CPI... Read more continue reading

Investment cycles – what are they and why investors need to be aware and wary of them

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Key points Cyclical fluctuations are a key aspect of investment markets. Most are driven by economic developments but are magnified by swings in investor sentiment. Of particular importance are the... Read more continue reading

Rural Aussie consumer confidence hits record low

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Consumer confidence; ABS Household Spending Indicator The weekly ANZ-Roy Morgan consumer confidence index fell by 4.5 per cent last week to 80.3 points, the lowest level since April 2020. The long-run... Read more continue reading

Petrol prices near cycle lows; Inflation watch

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Weekly oil market update; Inflation update According to the Australian Institute of Petroleum (AIP), the national average unleaded petrol price fell by 8.1 cents last week to a 15-week low... Read more continue reading

Weekly economic and market update – week ending 5 August, 2022

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Investment markets and key developments The rebound in share markets continued over the last week helped by good earnings data and relief that increased China/US tensions resulting from US House... Read more continue reading