Oil price hits 2-year high

From

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

From

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

From

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 

From

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

From

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

From

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

From

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

From

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

From

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

Are we now at the top of the V-shaped recovery?

From

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are relative to consensus, and for... Read more continue reading