CPI inflation moderating only a bit in US

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There does seem to be some progress in moderating overall inflation in the U.S., but it is a bumpy and uneven process for sure, according to Western Asset. Western Asset... Read more continue reading

Some financial advisers (and investors) have never known an inflationary environment – what do they need to know?

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With the last Reserve Bank of Australia (RBA) rate rise over 11 years ago, there are some financial advisers who have never known an inflationary environment.  This could make it hard... Read more continue reading

Australia’s new Government – what does it mean for investors?

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Key points The absence of significant macro policy differences between the new Labor Government and the Coalition suggests minimal impact on the share market & the $A. There could be... Read more continue reading

Weekly economic and market update – week ending 20 May, 2022

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Investment markets and key developments It was another volatile week in share markets with worries that rate hikes, cost pressures and Chinese supply disruptions would hit profits after downgrades from... Read more continue reading

Fed, RBA and BoE face challenges

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Summary Powell comments reinforce Fed’s aggressive stance. Markets roiled. Volatility to continue Wage Price Index Price Index eases pressure on the RBA. Focus switches to today’s April labour force data... Read more continue reading

Vacancy rates record first rise in 2022

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SQM Research has revealed national residential property rental vacancy rates rose to 1.1% in April 2022, from 1% in the month of March. The total number of rental vacancies Australia-wide... Read more continue reading

Weekly economic and market update – week ending 13 May, 2022

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Investment markets and key developments Share markets fell again over the last week with ongoing worries about monetary tightening to combat high inflation driving a possible recession. The plunge in... Read more continue reading

Updated Global Market Outlook: slower economic growth to collide with inflation spike

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State Street Global Advisors has released its latest Global Market Outlook. A challenging combination of elevated inflation and softening growth demands vigilance from investors. As central banks accelerate monetary policy... Read more continue reading

Central bank conundrum

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Summary US April CPI: Still a high wire act for the US Federal Reserve (the Fed). A higher than expected CPI keeps maximum pressure on the Fed. Real interest rates (including the... Read more continue reading

Job vacancies hit record high; younger Aussies chipper

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Skilled job vacancies; Consumer confidence The preliminary Internet Vacancy Index (IVI) from the National Skills Commission rose by 8 per cent in April (or 23,135 available positions) to a record high... Read more continue reading