Weekly economic and market update – week ending 24 July, 2026

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Investment markets and key developments Global shares came under pressure again over the last week as the Iran War escalated further with Trump talking of a “massive attack”, oil prices

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Nine key charts for investors to keep an eye on amidst oil and AI worries

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Key points The first half of this year saw good share market returns despite the oil supply shock on the back of the US/Iran War. We remain upbeat on a

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Weekly economic and market update – week ending 17 July, 2026

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Investment markets and key developments Global shares were mostly softer over the last week as the Iran War escalated again with oil prices up and worries remained around AI related

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Why have Australian living standards “fallen” and how do we fix it?

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Key points Falling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards. But a broader

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2025-26 saw lots of noise but strong returns (again) – can it continue?

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Key points While we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns. Risks around Iran and oil, various other geopolitical

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Weekly economic and market update – week ending 3 July, 2026

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Investment markets and key developments Global shares saw strong gains over the last week as the oil price remained down, inflation fears subsided and slower US payrolls removed some pressure

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Weekly economic and market update – week ending 26 June, 2026

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Investment markets and key developments The past week saw global shares fall with tech shares under renewed pressue on concerns about an AI bubble and valuations, with reports that a

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Teflon share markets – 5 reasons they’re so resilient despite lots of worries  

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Key points Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares

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Weekly economic and market update – week endng 19 June, 2026

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The past week saw good news with the US and Iran at last signing (at least electronically) a peace deal that will reopen the Strait of Hormuz. While a deal

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The RBA undertakes a hawkish pause – we continue to expect a further rise in rates

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Key points After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting. However, the RBA retained a tightening bias noting that inflation Is

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