Are you experienced? (Apologies to Jimi Hendrix)

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While continuing to acknowledge a more positive outlook as far as growth and employment are concerned, the absence of any “lived experience” of price or wage inflation will likely see... Read more continue reading

Oil price hits 2-year high

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Private sector credit; Weekly oil market; Inflation gauge; China data What happened? Last week global crude oil prices rose by over 4 per cent to the highest levels in more... Read more continue reading

Weekly market update – week ending 28 may, 2021

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Investment markets and key developments over the past week Global share markets rebounded over the last week as inflation fears faded a bit and economic data indicated that the recovery... Read more continue reading

Weekly market update – week ending 21 May, 2021

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Investment markets and key developments over the past week Share markets had a bit of a rough ride with inflation fears continuing to impact and this left them mixed for... Read more continue reading

Jobless rate falls to 13-month lows 

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Labour force What happened? Employment fell by 30,600 in April after rising by 77,000 in March. The unemployment rate fell from 5.7 per cent to 5.5 per cent. Implications: Unemployment... Read more continue reading

Weekly market update – week ending 14 May, 2021

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Investment markets and key developments over the past week Share markets fell over the last week as US inflation data for April came in far stronger than expected raising fears... Read more continue reading

The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment

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Key points The Government now expects the Federal budget deficit to peak at $161bn this financial year (down from $214bn in October’s Budget) and fall to $107bn in 2021-22. The... Read more continue reading

National rental vacancy rate drops in April

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SQM Research has revealed the national residential rental vacancy rate dropped to 1.9% over the month of April 2021 from 2.1% in March, with suburban vacancy rates continuing to fall,... Read more continue reading

Weekly market update – week ending 7 May, 2021

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Investment markets and key developments over the past week Share markets mostly rose over the last week helped by good earnings and dovish central banks. US, European and Japanese shares... Read more continue reading

The return of geopolitical risk? – what to watch over the remainder of 2021

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Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets. But geopolitical risks are higher than prior to the GFC reflecting three big themes:... Read more continue reading