Seasonal patterns in shares – should we “sell in May and go away”?

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Key points Seasonal patterns in shares gave rise to the saying “sell in May and go away, buy again on St Leger’s Day.” However, seasonal patterns can’t always be relied

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07 May 2024

Weekly economic and market update, week ending 3 May 2024

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Investment markets and key developments Global shares were mixed over the last week. US shares fell on concerns about slowing growth and delayed Fed rate cuts despite good earnings and

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06 May 2024

The art of happiness – economics and the “hedonic treadmill”  

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Key points Despite a big rise in GDP per person, surveyed measures of happiness have been flat to falling in the US and Australia. Younger people in the US, Canada,

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30 Apr 2024

Weekly economic and market update – week ending 26 April, 2024

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Investment markets and key developments Global shares rose over the last week recovering some of their losses from prior weeks helped by no further escalation in the Israel/Iran conflict and

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29 Apr 2024

Weekly economic and market update – week ending 19 April, 2024

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Investment markets and key developments Global and Australian shares fell again over the last week as concerns about an escalation in the war in the Middle East after Iran fired

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22 Apr 2024

Israel/Iran fears and rate cut uncertainty – shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up

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Key points After strong gains, shares are vulnerable to a pull back or more volatile/constrained returns than seen so far this year. The key threats at present are Iran’s attack

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17 Apr 2024

Weekly economic and market update – week ending 12 April, 2024

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Investment markets and key developments Shares had another rough ride over the last week as higher than expected US inflation saw expectations for Fed rate cuts further pushed out and

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15 Apr 2024

Seven things you need to know about the Australian property market

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Key points The Australian housing market remains far more complicated than optimists and doomsters portray it to be. Australian housing is expensive and highly indebted; but it’s very diverse; mortgage

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10 Apr 2024

Weekly economic and market update – week ending 28 February, 2024

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Investment markets and key developments US and European shares rose further over the past week helped by okay economic data and expectations for rate cuts this year. News from central

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02 Apr 2024

Seven lasting impacts from the COVID pandemic

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Key points Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home;

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27 Mar 2024