Weekly market update 09-08-2024
This week Dr Shane Oliver discusses the worries about a US recession and how shares remain at high risk of further falls over the next few months, RBA rates on hold and seven reasons why they have peaked and more.
Category: FP – Financial Planning
Recession fears and share market falls – what it means for the RBA and investors?
Recession fears and share market falls – what it means for the RBA and investors? Download PDF version Key points – The risk of recession is high. – The falls in shares and commodity prices reflect this. – Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target. – The RBA should be considering cutting interest rates. – Share market volatility is bad news but the best …
Weekly market update 12-07-2024
Disinflation resumes in the US, RBNZ pivots = positive signs for the RBA; Australian shares hit record, year end forecast revised to 8100; surge in shipping costs less threatening than 3 yrs ago; and more.
Monthly Winner for July 2024 – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Congrats to our July Winner — Matthew wins a $500 Bunnings voucher! We appreciate your feedback, that’s why each month we give our customers who have recently…
The five reasons why the $A is likely to rise further – if recession is avoided
The five reasons why the $A is likely to rise further – if recession is avoided Key points – After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia is a long way from the …
How catch-up concessional contributions work
If you’ve had interrupted income, or just haven’t been in a position to put as much into super as you’d like, catch-up concessional contributions may provide an opportunity to top up at a more convenient time.
Oliver’s insights – strong investment returns
There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in 2023-24. But can it continue?
Weekly market update 21-06-2024
This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA’s job harder; the pros & cons of nuclear; and more.
Econosights – trade war risks with a Trump 2.0 presidency
We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025.
