Weekly market & economic update – week ending 24 October, 2014

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Investment markets and key developments over the past week Share markets continue to recover from their recent falls helped by a combination of good earnings news in the US, better than expected economic data in Europe, China and Japan and as the ECB started up its quantitative easing program with indications that it might be

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Weekly market & economic update – week ending 11 July, 2014

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Investment markets and key developments over the past week Share markets retreated over the last week on worries that problems at some European banks might spark a return of its debt crisis and nervousness about a possible correction in the US. Most share markets fell, including in Australia and China. Share market nervousness saw bonds

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A good year, or a very good year?

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Economic & financial perspectives A good year:  Total returns on Australian shares (All Ordinaries Accumulation index) are currently up 17.3 per cent over 2013/14. If returns hold at these levels through to June 30 then investors will have experienced the best back-to back returns in seven years. Other returns higher: Returns on dwellings are up 15.3

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Crash calls for shares

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Key points Expect more volatility in shares this year as earnings take over as a key driver and Fed rate hikes gets closer. While some are suggesting a crash is in on the cards, it’s hard to see as shares are not expensive, the global economic cycle is gradually improving, monetary conditions are easy and

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Investor Signposts: Week Beginning July 21 2013

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Upcoming economic and financial market events Australia July 22: State of the States – CommSec’s quarterly assessment of state/territory economies July 24: Consumer Price Index (June Qtr) – We expect that prices rose 0.4% to be up 2.4% over the year Overseas July 22: US Existing home sales (June) – A modest lift in sales

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Oliver’s Insights: worries about sharemarket volatility

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This edition of Oliver’s Insights looks at the recent volatility and correction in share markets. The key points are as follows: After strong gains shares were due for a correction. Worries about the Fed, Japan, China and the growth outlook in Australia have provided the trigger.  However, with Fed tightening fears overdone, the US economy on a

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Sharemarket lifts as dark clouds dissipate

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A stellar start to 2013…the S&P/ASX 200 has lifted by 8.3 per cent in the first 48 days of 2013. If the sharemarket keeps up this pace, it will rise by 67 per cent over the full year – exceedingly unlikely. At the same point in 2012, the ASX 200 had lifted by 4.9 per

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Sharemarket: Closer to the peak than you thought

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The ASX 200 Accumulation index – measuring total returns on shares – has lifted by almost 20 per cent over the past year. The index is 12.2 per cent from record highs. Consumer Staples, Utilities and HealthCare indexes hit record highs yesterday. What does it all mean? Traditionally, when investors have wanted to know how

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Profit squeeze but companies ride out storm

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There are three days left in the profit-reporting season. CommSec has assessed the results of 114 companies from the ASX 200 index that have reported full-year results to June 2012 and 31 ASX 200 companies that have reported half year (HY) results (results for the six months to June). Results are up to and including

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Weekly economic & market update

The past week saw a bit of volatility return to risk trades early in the week on worries that China’s 7.5% growth target for this year is too low, uncertainty about Greece’s bond swap and news Brazilian GDP growth had slowed to 1.4% last year. Headline developments of the past week The past week saw

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