Weekly economic and market update – week ending 3 December, 2021

From

Investment markets and key developments Global share markets had another rough week as uncertainty around the impact of the Omicron variant on global growth and Fed Chair Powell flagging a... Read more continue reading

The Australian economy in 2022

From

Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead. Did the Australian economy present any... Read more continue reading

Omicron more a ‘tactical’ than ‘strategic’ consideration

From

Powell pivot sees “taper tantrum” or is it “rate rise reflux”? Omicron more a “tactical” than “strategic” consideration at this point. This year the big themes in markets when it... Read more continue reading

Five reasons to expect a cooling in the Australian property market and falling prices in 2023

From

Key points After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023.... Read more continue reading

Weekly economic and market update – week ending 26 November, 2021

From

Investment markets and key developments Global share markets mostly fell over the past week as inflation, interest rate and coronavirus concerns – with rising cases in Europe and a new variant... Read more continue reading

The Big Issues of 2022

From

For the past 20 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy and... Read more continue reading

The longer-term legacy of coronavirus – nine implications of importance to investors

From

Key points Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology;... Read more continue reading

Australian housing market to peak in 2022 – Housing Boom and Bust Report 2022

From

Australian capital city dwelling prices will peak in the first half of 2022, with growth slowing down sharply due to expected further intervention by the banking regulator to restrict home... Read more continue reading

Westpac Housing Pulse details early signs of moderation in the housing market

From

Australia’s housing market is showing some early signs of a moderation, with conditions varying across the country. The November Westpac Housing Pulse, released yesterday, details three risks confronting the outlook... Read more continue reading

Weekly economic and market update – week ending 19 November, 2021

From

Investment markets and key developments Global share markets were mixed over the last week. US shares rose 0.3% for the week helped by strong data but with gains pared slightly... Read more continue reading