Weekly economic and market update – week ending 17 March, 2023

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Investment markets and key developments Global share markets had a volatile week reflecting the problems in banks but with banking system backstops and hopes of less central bank rate hikes

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20 Mar 2023

Shares hit another bout of turbulence – US banks, inflation, interest rates and recession risk – what it means for investors?

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Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation & rate hikes. Specific issues with the failed banks and action to protect

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15 Mar 2023

Weekly economic and market update – week ending 10 March, 2023

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Investment markets and key developments Global share markets mostly fell over the last week with more hawkish commentary from Fed Chair Powell. While Australian shares were initially boosted by a

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13 Mar 2023

Weekly economic and market update – week ending 3 March, 2023

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Investment markets and key developments Global share markets rose over the last week with hopes that interest rates won’t rise any more than already priced in. For the week US

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06 Mar 2023

Nine key lessons for today from the 1970s, 80s and 90s

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Key points The experience of the high inflation 1970s and its aftermath hold key lessons for today. In particular, that once high inflation becomes entrenched in expectations that it will

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28 Feb 2023

Weekly economic and market update – week ending 17 February ,2023

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Investment markets and key developments Global share markets were mixed over the last week as concerns about rate hikes continue to impact with European shares up, US shares little changed

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20 Feb 2023

Weekly economic and market update – week ending 10 February, 2023

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Investment markets and key developments Global share markets fell over the last week on hawkish comments from the Fed, higher bond yields and recession concerns.  Australian shares also fell too

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13 Feb 2023

Weekly economic and market update – week ending 3 February, 2023

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Investment markets and key developments Global share markets rose again over the last week continuing their rally seen so far this year, helped by confirmation that central banks led by

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06 Feb 2023

Seven reasons why Australian shares are likely to outperform global shares over the medium term

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Key points The underperformance of Australian versus global shares since 2009 reflects a combination of tighter monetary policy, the strong $A into 2011, the slump in commodity prices, property crash

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31 Jan 2023

Weekly economic and market update – week ending 27 January, 2023

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Investment markets and key developments Global shares rose over the last week continuing their rally so far this year on signs global inflation has peaked and hopes central banks will

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30 Jan 2023