GSFM on RBA meeting: A little better communication but little action guaranteed

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In the wake of the release of the December quarter CPI, it was clear that the RBA had ‘a lot of wood to chop’. Despite growing evidence to the contrary,... Read more continue reading

Weekly economic and market update -week ending 28 January, 2022

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Investment markets and key developments Global share markets saw another rough week as concerns about inflation and monetary tightening intensified against the backdrop of ongoing Russian tensions over Ukraine and... Read more continue reading

CommSec State of the States: January 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

Weekly economic and market update – week ending 21 January, 2022

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Investment markets and key developments Global share markets remained under pressure over the past week on the back of concerns about rising inflation, monetary tightening, Omicron and tensions with Russia... Read more continue reading

Inflation Q&A – how worried should investors be about higher inflation?

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Key points Inflation is placing increasing pressure on major central banks to remove monetary stimulus. Inflation & rising interest rates will likely contribute to more volatile & constrained investment returns... Read more continue reading

Younger Aussies stare down Omicron

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Consumer confidence; Building activity The Westpac-Melbourne Institute Index of Consumer Sentiment fell by 2 per cent to a 16-month low of 102.2 in January. But sentiment – for surveyed Aussies... Read more continue reading

The Westpac-Melbourne Institute Index of Consumer Sentiment fell by 2.0% to 102.2 in January

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The Westpac-Melbourne Institute Index of Consumer Sentiment fell by 2.0% to 102.2 in January from 104.3 in December. The 2% decline compares to the 5.2% drop seen in the first... Read more continue reading

Weakest January consumer confidence in 30 years

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Consumer confidence; Overseas arrivals & departures The weekly ANZ-Roy Morgan consumer confidence rating fell by 7.6 per cent – the biggest drop since March 2020 – to a 15-month low of... Read more continue reading

State Street Global Advisors’ 2022 global market outlook

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Key points Global economic recovery from COVID – lowest hanging fruit already harvested Central banks to increasingly jump on the rate-hike bandwagon in 2022 China growth rate forecast downgraded to... Read more continue reading

Reserve Bank of Australia board meeting commentary

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The RBA Board meeting on Tuesday is unlikely to elicit much by way of policy announcements or even changes to the policy roadmap. That will come at the next meeting... Read more continue reading