Weekly market update 14-06-2024

US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more.

April 2024 Market update

                April 2024 Market update Summary Global share markets continued to rise strongly in March, fuelled by improving growth numbers from the US and a dovish central bank. European share markets were notably strong as economic data in services industries bounced back toward expansionary levels. Australia share markets were very strong, rising for 5 months in a row and returned 3.3% over the month. Regardless, our domestic market …

Seven things you need to know about the Australian property market

The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate.

INSIGHTS: March 2024 Market update

March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology sector led by Nvidia and the AI boom. Most bond, credit and real asset markets were flat to down, consistent with rate movements. Bond yields rose as sticky inflation concerns mounted – the market priced out over half of the seven US rate cuts previously …

November 2023 Market update

November 2023 Market update    Download PDF version Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 30 October 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -3.8 -7.2 3.0 8.9 Smaller companies -5.5 -10.5 -5.1 0.5 International shares (unhedged) -1.0 -3.4 11.7 12.0 International shares (hedged) -2.6 -7.9 9.6 9.6 Emerging markets …

Econosights – wages breakout

Australia’s labour market has held up better than expected, despite the biggest interest rate hiking cycle since the late 1980s. Recently released data on newly lodged Enterprise Bargaining Agreements are showing a spike in wages growth which are increasing concerns that a wages breakout will threaten the inflation outlook.

Weekly market update 13-10-2023

This week Dr Shane Oliver analyses where we have seen the bottom in shares; US September inflation will keep the Fed on edge; the impacts of the Israeli war & petrol prices; upside wage growth risks in Australia; and more.

Oliver’s insights – risks for shares

This edition of Oliver’s Insights looks at the impact of rising bond yields on shares, the risks flowing from the renewed conflict in Israel and comparisons to the run up to the 1987 share crash.

Simplifying Investing with Diana Mousina

Episode #93: The housing market The Australian housing market is a deeply watched sector of the economy, because it impacts everybody. This week AMP’s deputy chief economist Diana Mousina looks more closely at the housing market, including why prices have rebounded so fast, the outlook for home prices, conditions in the lending market and why the rental market is still so hot. Important information: This podcast is general in nature and hasn’t taken your circumstances …

Weekly market update 11-08-2023

This week Dr Shane Oliver discusses how shares remain at risk of a correction; the good news on US inflation continued; RBA Gov Lowe retains softened tightening bias & right to caution regarding the new Board; the rapidly slowing Australian consuner spendingr; and more.