Weekly market update – week ending 15 March, 2019

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Investment markets and key developments over the past week Global share markets rose over the last week helped by benign economic data. Australian shares slipped though with consumer and financial shares down on worries about the economy. Bond yields were flat to up globally but fell in Australia with the 10-year bond yield falling back […]

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Weekly market update – week ending 8 March 8, 2019

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Investment markets and key developments over the past week US, Eurozone, Japanese and Chinese shares fell over the last week on worries about global growth, but Australian shares pushed slightly higher on increasing expectations for rate cuts offsetting, for now, the negative impact of slowing growth. Bond yields fell as the ECB announced more monetary […]

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Weekly market update – week ending 1 March, 2019

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Investment markets and key developments over the past week While US shares fell slightly over the last week with geopolitical noise not helping other major share markets including Australian shares continued to rise, arguably playing catch up to the rally in US shares. The Australian share market was led higher by health, IT, banks and […]

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Weekly market update – week ending 22 February, 2019

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Investment markets and key developments over the past week While US shares were little changed over the last week other major markets saw solid gains helped by good news on trade. This included Australian shares which got a further lift from reasonable earnings results, more talk of rate cuts and upgrades to earnings growth expectations […]

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Weekly market update – week ending 15 February, 2019

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Investment markets and key developments over the past week Global share markets rose over the last week helped by optimism on US/China trade talks, progress towards averting a renewed partial government shutdown in the US along with okay earnings results. Australian shares were little changed having outperformed sharply in the previous. Bond yields were little […]

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Weekly market update – week ending 8 February, 2019

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Investment markets and key developments over the past week Global shares were flat to down over the past week not helped by weak economic data and trade uncertainty. Australian shares saw a strong rise though as the banks saw a Royal Commission relief rally, the prospect of RBA rate cuts provided a boost to retailers, […]

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Weekly market update – week ending 25 January, 2019

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Investment markets and key developments over the past week Global share markets pulled back a bit over the last week on the back of trade and growth worries, but the Australian share market managed a small rise led by consumer stocks and yield sensitive utilities and real estate shares. Bond yields fell, helped by a […]

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Oliver’s Insights: Australian housing downturn Q&A – how bad will it get?

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Key points Australian home prices are likely to fall another 5-10% this year driven by a further 15% or so fall in Sydney & Melbourne. Tight credit, rising supply and falling price expectations are the main negatives. Uncertainty around the impact of possible tax changes is likely also impacting investor demand. The housing downturn will […]

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Weekly market update – week ending 18 January, 2019

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Investment markets and key developments over the past week Share markets continued to rise over the last week helped by talk of policy stimulus (notably in China) and optimism of a resolution to the US/China trade dispute. Bond yields rose in the US but were little changed elsewhere, commodity prices including oil rose and the […]

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2019 – a list of lists regarding the macro investment outlook

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Key points Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Recession is unlikely and so too is a long and deep bear market in shares. Watch the US trade war, the Fed, global business conditions indicators, Chinese growth, politics and the Sydney and Melbourne property markets. Introduction 2017 […]

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