Sell in May and go away? The worry list for shares (and the good news!)

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Key points Shares are vulnerable to a pull back in the months ahead reflecting the rising risk of recession on the back of central bank tightening and weak seasonal influences.

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31 May 2023

Weekly economic and market update – week ending 26 May, 2023

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Investment markets and key developments Global share markets fell over the last week as uncertainty about the US debt ceiling and interest rates weighed along with worries about the Chinese

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29 May 2023

Weekly economic and market update – week ending 19 May, 2023

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Investment markets and key developments Global share markets generally rose over the last week helped by optimism that a US debt ceiling deal will soon be reached and with economic

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22 May 2023

Commercial property returns under threat

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Key points Australian unlisted commercial property returns have been very strong over the last two decades thanks largely to the “search for attractive yields” by investors. With the back up

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17 May 2023

The 2023-24 Budget – return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller)

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Key points The budget this year is expected to return to a surplus of $4bn thanks to a continuing revenue windfall. Key measures include cost-of-living support, more spending on aged

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11 May 2023

Weekly economic and market update – week ending 5 May, 2023

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Investment markets and key developments Global share markets mostly fell over the last week with further rate hikes and ongoing concerns about US banks and the US debt ceiling. US,

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09 May 2023

Weekly economic and market update – week ending 28 April, 2023

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Investment markets and key developments Global share markets were mixed over the last week with US shares initially down but then boosted by strong tech sector earnings to be up

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01 May 2023

Weekly economic and market update – week ending 21 April, 2023

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Investment markets and key developments Global share markets were mixed and mostly little changed over the last week amidst mixed economic data. US shares fell 0.1% for the week but

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24 Apr 2023

Weekly economic and market update – week ending 14 April, 2023

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Investment markets and key developments Global share markets had a strong week helped by a further fall in US inflation adding to expectations that the Fed is at or close

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17 Apr 2023

Weekly economic and market update – week ending 24 March, 2023

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Investment markets and key developments Global share markets had a volatile week, but with banking contagion settling down (at least for now) and hopes that central banks are near the

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27 Mar 2023