Market updates

Economic update July 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points Despite inflation peaking markets are pricing in more interest rate hikes in the US and Australia Share markets remain buoyant and to date showing little concern for the recession risk  Artificial Intelligence (AI) popularised by

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Economic update June 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points US debt ceiling deliberations coming to an end Central banks are still hiking rates despite agreeing that inflation peak now behind us China economy not yet out of the woods as indicators remain mixed The

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Economic update May 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points Peak inflation now appears to be behind us US economic growth showing some resilience but is weakening Inflation is declining as higher interest rates start to bite on household spending Interest rates in Australia look

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Economic update April 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points What impact has the banking crisis had on interest rates and markets? Who/what caused some of the failures in the US regional banks? Economy showing resilience – key employment data still strong in US and

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Economic update March 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points The big fear of central bankers is a wage price spiral, this is not happening Recession fears are rising but China turning on again may help Australia dodge the bullet February sees some unwinding of

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Economic update February 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points Short-term market volatility is expected. Major central banks are nearing their points of pausing interest rate policy. China’s economy starts to recover but the removal of lockdowns is seeing Covid cases explode. Recessions are possibly already

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Economic update January 2023

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points Will the much-anticipated recession eventuate? If so, how much does it matter? US and Australian economies still look strong based on growth and employment data US inflation appears to have peaked (for now) China abandons

Economic update January 2023 Read More »

august economic update

Economic update December 2022

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points US Fed considers slowing down rate hikes as inflation data eases for October. China sees increasing protests over its Covid lockdowns as Covid cases rise. Oil prices could face turbulence and the EU caps the

Economic update December 2022 Read More »

august economic update

Economic update November 2022

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points Central banks close to contractionary interest rate policies – the US raised 0.75% in early November Reserve Bank of Australia moves cautiously again raising rates by 0.25% to 2.85% on Cup Day US earnings season

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Economic update October 2022

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points US Fed maintains hawkish stance increasing interest rates by 0.75% again Volatility persisted and, in some instances, increased for Equities, Bonds and Currency Economic data remained mixed but the prospect of a recession rose over

Economic update October 2022 Read More »