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Active (5)Global market review
U.S. stocks ended the week down after touching record highs earlier in the week, with some apparent concern on Friday that July U.S. consumer sentiment weakened on the back of a lift in inflation fears….
How many lives have been saved by Australia’s approach to COVID?
By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border closures have been justified on a cost-benefit analysis,…
Wet lettuce
Week in review
Global equities continued to grind higher last week, helped by ongoing solid economic growth yet still benign long-term bond yields. In a further sign that U.S. inflation fears have likely peaked,…
2020-21 Year in Review Snap Shot
Key global market highlights of the past financial year!
Strong global equity performance, with world stocks returning 37.4% (on a local currency basis and including dividends). Australian equities did Ok also,…
Australia’s COVID vulnerability
Despite Australia’s relatively good performance in containing COVID to date, our high urbanisation rate and low vaccination rate has now left us increasingly vulnerable to COVID compared to our international peers – especially with the emergence of new more highly contagious variants….
COVID strikes again
Week in review
Global equities rebounded last week, comforted by further reassuring words from Fed chair Powell, excitement related to US President Biden’s infrastructure package, and a no worse than feared inflation outcome….
Buy the fact
Week in review
Global markets shrugged off a higher than expected U.S. consumer price index (CPI) result, with U.S. 10-year bond yields edging lower and equities pushing higher. This likely reflected an element of “sell the rumour,…
US inflation surge: temporary or persistent?
The higher than expected May US CPI result has again highlighted the debate over whether the recent lift in global inflation pressures are temporary or more persistent? Core (i.e excluding food and energy) US consumer prices rose by 0.7% in May after a rise of 0.9% in April,…
CPI taper test
Global markets
Global equities ended last week up modestly, and appear to be back in the “bad news is good news” frame of mind. Stronger than expected U.S. manufacturing and service sector indices set markets back early last week,…
Relaxed & comfortable
Global markets
Global equities managed to post positive returns last week – after two weekly declines – even in the face of a modestly higher than expected U.S. consumer price inflation result….
Crypto crash
Global markets
Overall it was a week of further consolidation for global equity markets, with the S&P 500 down modestly for the second week in a row. With real activity data remaining unquestionably strong (the U.S….