Weekly Market Update 17 August 2018 Investment markets and key developments over the past week Share markets had a bit of a messy ride over the last week – first falling on worries about Turkey and then bouncing back to varying degrees on news of new US/China trade talks. This saw Australian and US shares up, Japanese shares flat but Eurozone and Chinese shares down. Bond yields were little changed although they are back above …
Weekly Market Update 10 August 2018 Investment markets and key developments over the past week Share markets mostly rose over the last week as economic and profit news was mostly favourable and there was nothing really new on the trade war front. Bond yields generally fell slightly but there wasn’t a lot in it. Commodity prices were mixed with oil down, metals flat to up a bit and iron ore up. The $US pushed higher and …
Weekly Market Update 3 August 2018 Investment markets and key developments over the past week US shares rose 0.8% over the last week, helped by strong earnings results, a bounce back in tech stocks and another“Goldilocks” jobs report. However, Eurozone shares fell 1.1%, Japanese shares lost 0.8%, Chinese shares fell 5.9% and Australian shares lost 1% as trade war fears continue to escalate. Despite this, bond yields were flat to up. Iron ore prices rose but …
Weekly Market Update 27 July 2018 Investment markets and key developments over the past week Share markets mostly pushed higher over the last week helped by good US earnings news and a US/European trade agreement. This saw solid gains in US and European shares which helped the Australian share market. Chinese shares also benefitted from more stimulus talk. But Japanese shares fell slightly on talk of the Bank of Japan reviewing its monetary stimulus. Bank …
Econosights – Should we worry about emerging markets? Key Points Emerging market equities have performed poorly since the beginning of the year. More recently, trade tensions between the US and China, a rising US dollar and issues in individual emerging market economies have hit emerging markets. The last emerging market downturn was in 2015 on the back of Chinese growth concerns, a devaluation in the Chinese Yuan and Fed interest rate hike fears. Emerging market …
Weekly Market Update 22 June 2018 Investment markets and key developments over the past week The past week saw geopolitics continue to cause gyrations in markets with political tensions around immigration in Germany and Trump upping the ante on trade with China. This saw most major share markets fall, particularly in Europe and China and at the same time emerging markets remained under pressure not helped by the rising $US fuelling fears about a dollar …
Weekly Market Update 8 June 2018 Investment markets and key developments over the past week The past week saw share markets rebound as investors refocussed a bit away from the geopolitical soap operas back to favourable underlying global growth. This saw major share markets rebound, although Eurozone shares were constrained by ongoing weakness in Italian shares, and bond yields rise which was accentuated by indications that the ECB is getting closer to phasing out its …
Weekly Market Update 1 June 2018 Investment markets and key developments over the past week The past week saw financial markets dominated yet again by geopolitical developments with first the turmoil in Italy and then US trade announcements rattling share markets with most falling and driving down bond yields (except in Italy of course) as investors sought safe havens. Commodity prices were mixed with copper up slightly but oil and iron ore down. Despite the volatility …
Weekly Market Update 25 May 2018 Investment markets and key developments over the past week The past week has again seen geopolitical issues dominate with renewed trade worries out of the US, the cancellation of the North Korean summit and rising angst around the formation of a populist coalition government in Italy. Despite this US shares managed a slight rise but Eurozone, Japanese, Chinese and Australian shares fell. Bond yields continued to blow out in Italy …
Weekly Market Update 18 May 2018 Investment markets and key developments over the past week Global share marketswere mixed last week with Japanese and Chinese shares up 0.8% and Australian shares up 0.5%, but Eurozone shares flat weighed down by a fall in Italian shares and US shares down 0.5% on the back of rising bond yields and geopolitical worries. Bond yields mostly rose led by strong data out of the US and the spread between …
