Five reasons why the RBA cash rate is likely to peak (or should peak) with a 2 in front of it rather than a 3 (or more)

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Key points The RBA has hiked the cash rate by another 0.5% taking it to 1.85% and signalling more hikes ahead. We see the cash rate peaking around 2.6% which... Read more continue reading
04 Aug 2022

Total property listings rose in July

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Key points National residential property listings rose in July by 7.1% to 237,336 from 221,572 in June. Nationally, new listings (Less than 30 days) rose 1.8% over July, with 72,169... Read more continue reading
03 Aug 2022

First home buyers retreat; Record refinancing

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Economic and financial market events The value of new home loans to owner-occupiers fell by 3.3 per cent in June, with loans to investors down 6.3 per cent. Refinancing soared... Read more continue reading
03 Aug 2022

Weekly economic and market update – week ending 27 July, 2022

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Investment markets and key developments The bounce back in shares continued over the last week on hopes that slowing growth will see central banks ease up on the pace of... Read more continue reading
01 Aug 2022

Are markets too sanguine about interest rates and inflation?

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FOMC opts for another 75bps increment In a clear signal of its determination to vanquish inflation the US Federal Reserve’s FOMC increased rates by 75bps to 2.50%. Such a move... Read more continue reading
29 Jul 2022

Underlying inflation at a 31-year high

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Consumer Price Index  The main measure of inflation in Australia – the Consumer Price Index (CPI) – rose by 1.8 per cent in the June quarter (consensus: +1.9 per cent).... Read more continue reading
28 Jul 2022

The good news in the plunge in markets – higher medium term return potential (assuming inflation is tamed)

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Key points The fall in bond and share values and rise in their investment yields on the back of higher inflation has seen our medium term (5 to 10 year)... Read more continue reading
27 Jul 2022

Petrol prices to ease further, but watch the price cycle    

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Weekly oil market update According to the Australian Institute of Petroleum (AIP), the national average unleaded petrol price fell by 11.2 cents to 192.9 cents a litre (c/l) last week... Read more continue reading
26 Jul 2022

CommSec Research State of the States – July 2022

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Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out. Now in its 13th year, the report also includes a section comparing annual growth... Read more continue reading
25 Jul 2022

Recession may be looming in second half, say strategists surveyed by Natixis Investment Managers

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After six months of navigating rising rates, inflation and geopolitical tensions, recession fears are on the rise for 2022, casting a long shadow over prospects for global economies and markets... Read more continue reading
22 Jul 2022