The Australian economic recovery remained strong in the March quarter with GDP up 1.8% – seven reasons for optimism

From

Key points With growth of 1.8% in the March quarter, Australian GDP is now back above its pre pandemic level. While uncertainties remain – including around the latest coronavirus outbreak

continue reading
03 Jun 2021

Weekly market update – week ending 28 may, 2021

From

Investment markets and key developments over the past week Global share markets rebounded over the last week as inflation fears faded a bit and economic data indicated that the recovery

continue reading
31 May 2021

Weekly market update – week ending 21 May, 2021

From

Investment markets and key developments over the past week Share markets had a bit of a rough ride with inflation fears continuing to impact and this left them mixed for

continue reading
24 May 2021

Weekly market update – week ending 14 May, 2021

From

Investment markets and key developments over the past week Share markets fell over the last week as US inflation data for April came in far stronger than expected raising fears

continue reading
17 May 2021

The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment

From

Key points The Government now expects the Federal budget deficit to peak at $161bn this financial year (down from $214bn in October’s Budget) and fall to $107bn in 2021-22. The

continue reading
13 May 2021

Weekly market update – week ending 7 May, 2021

From

Investment markets and key developments over the past week Share markets mostly rose over the last week helped by good earnings and dovish central banks. US, European and Japanese shares

continue reading
10 May 2021

The return of geopolitical risk? – what to watch over the remainder of 2021

From

Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets. But geopolitical risks are higher than prior to the GFC reflecting three big themes:

continue reading
06 May 2021

Weekly market update – week ending 30 April, 2020

From

Investment markets and key developments over the past week Share markets were mixed over the last week with US shares rising to new record highs helped by good economic data,

continue reading
03 May 2021

Weekly market update – week ending 23 April, 2021

From

Investment markets and key developments over the past week Share markets generally fell over the last week with first worries about the resurgence in global coronavirus cases and then reports

continue reading
26 Apr 2021

Weekly market update – week ending 16 April, 2021

From

Investment markets and key developments over the past week While Japanese shares fell -0.3% over the last week and Chinese shares lost -1.4%, US shares rose 1.4% to a new

continue reading
19 Apr 2021