Economic update December 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: US Fed is back looks set to resume its interest rate-cutting cycle Central banks remain on an easing bias, but it appears we are getting toward the cycle end Australian CPI edges higher due to

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Economic update November 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: US Fed still in interest rate-cutting mode Trump claims a good deal with China over tariffs and supply of rare earth minerals US September quarter reporting season showing resilience in corporate earnings RBA now thought

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Economic update October 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: US Fed reactivates interest rate cutting cycle. Big downward revision to US jobs data. The legality of Trump’s tariffs has been challenged and to be adjudicated by the Supreme Court. RBA did not cut interest

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Economic update September 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: Legality of Trump’s yet to be finalised tariffs under challenge in the courts. The RBA cuts the Official Cash Rate (OCR) but inflation has picked up. US jobs data soften markedly calling in to question

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Economic update August 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: Trump’s tariffs go live on 1 August – though some negotiations still ongoing. Economic data indicated some softening in growth leading central banks to resume easing. Equity markets remaining buoyed by generally positive US reporting

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Economic update July 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points:– Tensions ease in the Middle East post US bombing run, Israel and Iran truce.– The US Federal Reserve held its interest rate ‘on hold’ citing tariff inflation risk, ECB cut 0.25%.– Australian economy softening and

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Economic update June 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points:– US and China agree a 90-day truce in their tariff war and settle at lower rates– US Court finds Trump tariffs illegal– Equity markets look through tariff uncertainty and post strong returns for the month–

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Economic update May 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points:– Trump suspends reciprocal tariff policy above 10% hours after introduction – Markets respond positively to tariff hiatus, but many companies suspend forward earnings guidance – US consumer confidence falling sharply – RBA looks set to

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Economic update April 2025

In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe.  Key points: – Trump policy changes continue to drive instability and uncertainty – Trump’s global tariff policy has the potential to bring on economy sapping trade wars – The US Federal Reserve keeps interest rates on hold

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Navigating Market Volatility Following Recent Tariff Announcements

As you are likely aware, the financial markets have experienced significant volatility in recent days. This turmoil is largely due to US President Donald Trump’s announcement last Thursday regarding the imposition of tariffs ranging from 10% to 49% on all global trading partners of the US. While we had anticipated some form of tariff announcement,

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