Australia’s new Government

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 It’s over, at least for now The policies of the new Government if implemented are likely to lead to smaller government, less regulation and over time improved productivity and economic growth. Expect a mini-budget around November that may contain more aggressive budget savings. The historical experience combined with the more business friendly approach of the […]

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Weekly market & economic update – week ending 6 September

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Key events of the past week and implications While share markets mostly rose over the past week helped by a delay to action regarding Syria and on the back of more evidence that the global economy is improving, gains were limited as bond yields rose sharply as stronger US data fuelled expectations that the Fed […]

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Weekly market & economic update: Week ending August 30

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Key events of the past week and implications Share markets had another volatile week with concerns about a strike on Syria weighing on confidence, and emerging market assets, particularly currencies, coming under significant pressure. The concern in the run up to any US led military involvement in the Middle East is that it will lead […]

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Weekly market & economic update – week ending August 23

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Key events of the past week and implications Fed taper fears dominated over the past week resulting in further increases in bond yields and volatile share markets. Some emerging share markets were hard hit as taper fears combined with worries about the economic outlook in countries like India, Indonesia and Brazil. Renewed concerns about Italy […]

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Weekly market & economic update: week ending August 9

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Key events of the past week and implications Positive global economic data was a mixed blessing over the last week as it combined with comments from various US Federal Reserve officials adding to expectations that the Fed will start to slow or “taper” its quantitative easing program when it next meets in September and this […]

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Weekly market & economic update: week ending August 2

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Key events of the past week and implications Shares continued to trend higher over the past week helped by dovish central bank comments and good news from the US and Europe in particular. Perhaps the big event though was a further leg down in the Australian dollar on the back of dovish RBA comments and […]

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Weekly economic and market update: week ending July 26

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While US and Japanese shares consolidated previous week’s gains, European, Asian and Australian shares had solid gains with the latter back decisively above the 5000 level. Flash manufacturing PMIs for July highlight how much the world has changed. While they surprised on the upside in the US and the Eurozone they continue to surprise on […]

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