Weekly economic and market update – week ending 15 March, 2025

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Investment markets and key developments Global share markets fell again as uncertainty over Trump’s tariffs and the gathering global trade war added to fears about a hit to growth and

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Share market falls – seven key things for investors to bear in mind

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Key points Share markets have fallen sharply in recent weeks as uncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time

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The 2025 Australian Federal election – implications for investors

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Key points Australian election campaigns tend to see uncertainty driving weak gains for shares, followed by a bounce. Labor is offering more of the same whereas the Coalition is offering

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Weekly economic and market update – week ending 7 March, 2024

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Investment markets and key developments Global share markets were mixed over the last week. US shares were whacked by ongoing tariff uncertainty and this also weighed on Japanese shares. But

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Australian home prices turning back up again

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Key points CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. The upswing came in anticipation of, and then confirmation of,

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Weekly economic and market update – week ending 28 February, 2025

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Investment markets and key developments Global share markets fell again over the last week on the back of increasing concerns about the economic outlook with weaker data out of the

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Seven key charts for investors to keep an eye on

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Key points So far shares have been relatively resilient but uncertainties are mounting particularly around Trump’s policies. We remain upbeat on a 12-month view but expect a rougher more constrained

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Weekly economic and market update – week ending 21 February, 2025

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Investment markets and key developments While US shares rose slightly over the last week making a new record high gains were tempered by concerns about consumer spending. Meanwhile shares fell

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Weekly economic and market update – week ending 14 February, 2025

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Investment markets and key developments Global shares rose over the last week helped by hopes that Trump’s tariffs won’t be as bad as feared following more delays to their start

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Investment outlook Q&A – Tariff man and Aust exports, the RBA, $A & gold

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Key points Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative resilience so far risks emboldening Trump

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