Weekly Market Update 12 April 2019

Weekly Market Update 12 April 2019 Investment markets and key developments over the past week Global share markets fell slightly over the last week on global growth concerns and renewed US/Europe trade war fears. Australian shares rose though playing catch up to the previous weeks rally in global shares with energy, tech and real estate stocks being the main drivers. Bond yields were flat in the US but fell elsewhere. Oil and iron ore prices continued …

Weekly Market Update 05 April 2019

Weekly Market Update 05 April 2019 Investment markets and key developments over the past week Share markets pushed higher over the last week helped by more “green shoots” pointing to improving global growth this year, including Chinese business conditions PMIs & the US ISM index and a stabilisation in Eurozone composite PMIs, and more indications that the US and China are getting closer to a deal on trade (albeit with issues around enforcement and the …

Weekly Market Update 29 March 2019

Weekly Market Update 29 March 2019 Investment markets and key developments over the past week Share markets were mixed over the last week as global growth worries continue to impact. US and Eurozone shares rose a bit, but Japanese and Chinese shares fell in lagged response to the previous week’s falls in the US and Europe. Australian shares were little changed. Bond yields generally continued to drift lower, commodity prices were mixed with oil and copper …

Weekly Market Update 22 March 2019

Weekly Market Update 22 March 2019 Investment markets and key developments over the past week While Eurozone shares fell slightly, other major share markets rose over the last week helped by Fed dovishness. From their December low US shares are now up 21%, global shares are up 18% and Australian shares are up 14%. The underperformance of Australian shares in the rebound since December reflects the fact that they didn’t fall as much in last year’s …

Weekly Market Update 15 March 2019

Weekly Market Update 15 March 2019 Investment markets and key developments over the past week Global share markets rose over the last week helped by benign economic data.Australian shares slipped though with consumer and financial shares down on worries about the economy. Bond yields were flat to up globally but fell in Australia with the 10-year bond yield falling back below 2% for the first time since 2016 as weakening economic data adds to expectations …

Weekly Market Update 8 March 2019

Weekly Market Update 8 March 2019 Investment markets and key developments over the past week US, Eurozone, Japanese and Chinese shares fell over the last week on worries about global growth, but Australian shares pushed slightly higher on increasing expectations for rate cuts offsetting, for now, the negative impact of slowing growth. Bond yields fell as the ECB announced more monetary easing. Commodity prices were mixed with metals down but oil and iron ore up. The …

Weekly Market Update 1 March 2019

Weekly Market Update 1 March 2019 Investment markets and key developments over the past week While US shares fell slightly over the last week with geopolitical noise not helping other major share markets including Australian shares continued to rise, arguably playing catch up to the rally in US shares. The Australian share market was led higher by health, IT, banks and industrial shares. Bond yields generally rose as did oil and metals, but iron ore prices …

Weekly Market Update 22 February 2019

Weekly Market Update 22 February 2019 Investment markets and key developments over the past week While US shares were little changed over the last week other major markets saw solid gains helped by good news on trade. This included Australian shares which got a further lift from reasonable earnings results, more talk of rate cuts and upgrades to earnings growth expectations for resources stocks on the back of higher commodity prices. Bond yields were flat to …

Weekly Market Update 15 February 2019

Weekly Market Update 15 February 2019 Investment markets and key developments over the past week Global share markets rose over the last week helped by optimism on US/China trade talks, progress towards averting a renewed partial government shutdown in the US along with okay earnings results. Australian shares were little changed having outperformed sharply in the previous. Bond yields were little changed. The oil price rose but metal and iron ore prices fell. The $A was …

Weekly Market Update 18 January 2019

Weekly Market Update 18 January 2019 Investment markets and key developments over the past week Share markets continued to rise over the last week helped by talk of policy stimulus (notably in China) and optimism of a resolution to the US/China trade dispute. Bond yields rose in the US but were little changed elsewhere, commodity prices including oil rose and the $US rose slightly which saw the $A fall slightly. After a great rally since Christmas …