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ActiveGlobal Markets Wall Street pushed onward to new record highs last week as US Fed chair Powell all but assured markets there’d be a rate cut later this month. That…
Employment market at a turning point
The highlight of the coming week will no doubt be Thursday’s labour force report. Given the notorious volatility in monthly employment changes, the single best measure of labour market trends…
Goldilocks slays the bears
Global Markets Global equities enjoyed another solid week, basking in the after glow of the US-China trade “truce” announced last weekend and continued “Goldilocks” US economic reports – suggesting the…
Equities are (relatively) cheap!
The equity market is (relatively) cheap! The extra-ordinary decline in local bond yields has now left the Australian equity market relatively cheap compared to bond markets. Despite the S&P/ASX 200’s…
Tax reform: Welcome but more to do
The seemingly imminent passage through Federal Parliament of extensive income tax cuts over the coming few years is a welcome reform, as it will give back substantial “tax drag” that…
Market Trends: July 2019
Reading time: 5 minutes Key Market Trends – bond-driven equity rally May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond…
Liquidity trapped economy leaves the RBA pushing on a string
The Reserve Bank’s decision to cut the cut the cash rate for the second month in a row is part of a new found aggressive “going for growth” strategy that…
RBA to cut
Global Markets The main development last week was the US Federal Reserve’s decision to give the market a “reality check” with regard to how far and how quickly it is…
Golden Run
Global Markets Last week saw global equities extend their gains, buoyed by Trump’s confirmation that he will meet Chinese President Xi at this weekend’s G-20 gathering after all. Also helping…
Bad news is good news
Global Round Up Global equities rebounded strongly last week, reflecting ongoing hopes of a US interest rate cut and signs that US trade tensions with Mexico at least would soon…
Market Trends: June 2019
Reading time: 4 minutes Video: Quick highlights Key Market Trends A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining…
RBA and GDP Ahead
Weekly Comment Global trade tensions continued to dominate market sentiment over the past week, with bond yields and equities prices dropping further. Oil prices also fell while currencies remained steady…