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Investment markets and key developments over the past week Share markets fell earlier in the past week as the trade war continued to escalate, before rebounding helped by better economic and earnings news and hopes of a trade deal. This left share markets mixed with US and Chinese shares down slightly, but Eurozone, Japanese and […]

Key points The trade war between the US and China has returned after talks to resolve their trade differences broke down. Our base case remains that a deal will be reached to resolve the issues, but the risks to global growth are now higher (given the escalation in tariffs from the US) and share markets […]

Investment markets and key developments over the past week Share markets fell over the last week as US/China trade tensions returned with a vengeance. Australian shares were relatively resilient though falling only 0.5%, helped by gains in utilities and property stocks and resilience in resources stocks. The return to risk off saw bond yields decline […]

Investment markets and key developments over the past week Share markets mostly fell over the last week with the Fed indicating no inclination to cut rates, a bit of wariness around US/China trade talks and as a fall back in oil prices weighed on energy shares. Energy shares were in fact the worst performing sector […]

Investment markets and key developments over the past week Share markets were mixed over the last week. US shares hit last year’s highs helped by good earnings news and rising energy shares on the back of high oil prices. Following the US lead Australian shares also made it back to last year’s highs helped by […]