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

Weekly economic and market update – week ending 20 January, 2023

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Investment markets and key developments After rising solidly in the first two weeks of the year, US and European share markets pulled back over the last week on the back

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23 Jan 2023

2023 – a list of lists regarding the macro investment outlook

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Key points 2022 was dominated by high inflation, rising interest rates, war in Ukraine & recession fears. This hit bonds & shares hard, driving losses for balanced growth super funds.

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18 Jan 2023

Weekly economic and market update – week ending 1 December, 2022

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Investment markets and key developments Global share markets mostly rose again over the last week rising to new recovery highs on the back of more signs that inflationary pressures may

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05 Dec 2022

The home price slump continued in November, with still more to go

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Key Points Australian national average home prices fell another 1% in November and are now down by 6.9% from their high, having seen their steepest fall in the last forty

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02 Dec 2022

Five medium term inflation pressures and implications for investors

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Key points The surge in inflation should start to reverse next year. However, five structural trends suggest higher medium term inflation pressures than pre-pandemic. These are: a move away from

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29 Nov 2022

Weekly economic and market update – week ending 25 November, 2022

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Investment markets and key developments Share markets resumed their rally over the last week helped by further signs of a slowing in rate hikes from the Fed and a decline

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28 Nov 2022

Weekly economic and market update – week ending 18 November, 2022

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Investment markets and key developments US shares pulled back a bit after their post US CPI surge, with various Fed officials noting that there is still more to do on

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21 Nov 2022

Shares may have bottomed

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Key points Given recession and geopolitical risks, the ride for shares may still remain choppy and new lows can’t be ruled out. But the increasing evidence of a peak in

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16 Nov 2022

Weekly economic and market update – week ending 11 November, 2022

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Investment markets and key developments Global shares surged over the last week helped by lower than expected US inflation for October, which is seen as taking pressure off the Fed

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14 Nov 2022