Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors

From

Key points The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone

continue reading

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

From

Investment markets and key developments Major global share markets rebounded over the last week as the ECB and Canada cut interest rates and bond yields fell with strength in tech

continue reading

Weekly economic and market update, week ending 31 May, 2024

From

Investment markets and key developments Share markets mostly fell again over the last week, as uncertainty around the timing of US rate cuts along with higher bond yields weighed. The

continue reading

The US presidential election – implications for investors and Australia

From

Key points The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new

continue reading

Weekly economic and market update – week ending 24 May, 2024

From

Investment markets and key developments Major share markets were flat to down over the last week as uncertainty returned around the timing of interest rate cuts after hawkish minutes from

continue reading

The next move in the RBA cash rate likely remains down later this year

From

Key points While the near-term risks for the RBA cash rate are probably on the upside, the most likely scenario is that the RBA holds rates ahead of rate cuts

continue reading

Weekly economic and market update – week ending 10 May, 2024

From

Investment markets and key developments Global shares rose again over the last week, helped by ongoing confidence that major central banks are on track to cut rates this year and

continue reading

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

From

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

continue reading

Weekly economic and market update, week ending 3 May 2024

From

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

continue reading

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

From

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,

continue reading