Weekly market update 04-08-2023

Senior Economist Diana Mousina discusses how global shares have had a pull-back after weeks of strong gains as higher yields and US ratings downgrade sour risk sentiment, RBA growth and the little change in inflation forecasts.

Weekly market update 28-07-2023

Fed & ECB at/near the top; BoJ tweaks yield control; Aust inflation falling too; RBA to hold after lower inflation & retail sales but its a close call; and more.

Weekly market update 21-07-2023

More falls in inflation; implications of Russia’s move to end the Ukraine grain export deal; why RBA targeting “involuntary unemployment” won’t work; why the RBA must tread carefully on jobs; and more.

Weekly market update 30-06-2023

The 2022-23 financial year looks to have seen a solid rebound in superannuation returns; falling inflation & still hawkish central banks; its a close call but RBA likely to hike again; why RBA GovernerLowe should stay; more on the potential ‘TSwift economy lift’.

Weekly market update 23-06-2023

Shares still at risk of a correction; central banks signalling more work to do; and high recession risk in Australia.