Happy New Financial Year! The link to the monthly update is below; Click here for July update The July update notes US core consumer prices lifted in line with the Fed’s 2% inflation target, vindicating June’s rate hike. Slowing credit growth and infrastructure spending is pointing to softer Chinese growth for the June quarter. Australia’s […]
May 2018 Market Update
Welcome to the May edition of the Market Update. Please find below link to this month’s economic update click here for Market Update The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The […]
April 2018 Market Update
Welcome to the April edition of the Market Update. Please find below link to this month’s economic update: Market Update link click here The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a […]
March 2018 Market Update
Welcome to the March edition of the Market Update. Please click on the below: Click here for update Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wage indicators led investors to take a more “inflationist” view, with a rise in yields pre-empting future […]
December 2017 Market Update
Welcome to the December edition of the Market Update. Please find below link to this month’s economic update; click here for market update The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, both houses of Congress have approved bills to reform and lower […]
November 2017 Market Update
Welcome to the November edition of the Market Update. Please find below link to this month’s economic update: Click here for November Market Update Recent economic data continues to show that the major economies are all growing and that global growth is accelerating. In Japan, the recent elections returned Prime Minister Shizo Abe’s Liberal Democratic […]