Market Update 1 April 2022 Investment markets and key developments over the past week It was a mixed week for markets in terms of the economic data and news flow. US equities started the week strong, but are still down by 0.3% over the week (and ~6% below January highs), European shares had a good rebound up by 0.9% (but are still 11% below January levels), Japanese shares were 1.8% lower, Chinese shares continued to …
Market Update 18 March 2022 Investment markets and key developments over the past week The past week saw share markets rebound helped by optimism about a peace deal in Ukraine, a fall back in oil prices, relief that the Fed’s first rate hike was broadly as expected with the Fed seeing the US economy as strong and indications that China will provide more policy stimulus partly to combat covid related lockdowns. This saw strong gains in …
Market Update 11 March 2022 Investment markets and key developments over the past week The past week saw a further escalation in sanctions over the war in Ukraine with now energy being targeted resulting in another surge in oil prices and leg down in global share prices before a relief rally kicked in on hopes for a peace deal and increased OPEC production only to see share markets fall again. The gyrations left US, Japanese and …
Market Update 4 March 2022 Investment markets and key developments over the past week Uncertainty over the war in Ukraine resulted in another volatile week in investment markets as investors worried about the worsening conflict and disruptions to energy supply following the intensification of western sanctions on Russia. Reports of a fire at a Ukrainian nuclear power plant as a result of Russian shelling and the associated risk of a nuclear catastrophe added to the uncertainty. …
Market Update 25 February 2022 Investment markets and key developments over the past week Share markets were hit over the last week as Ukraine tensions escalated and then Russia invaded Ukraine. Although Russia has indicated it does not plan to occupy Ukraine it has indicated that its attack is aimed at its “demilitarization and denazification.” While US shares saw a small bounce on Wednesday on hopes that a worsening of the energy crisis would be …
Market Update 18 February 2022 Investment markets and key developments over the past week Share markets have seen another volatile week being buffeted by waxing and waning fears of Russia invading Ukraine and fears of inflation and interest rate hikes. This left US, European and Japanese share markets down. Solid profit results helped protect the Australian share market, which was up slightly for the week, with gains in health, property and consumer staple shares offsetting falls …
Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues Key Points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian invasion of Ukraine risks a short term hit to shares followed by recovery over the next 3 to 12 mths. Australian home …
Market Update 11 February 2022 Investment markets and key developments over the past week Share markets started the week on a positive note, clawing back some of the declines that occurred in January. However, the elevated US inflation data worried investors about fast interest rate rises from the US Fed. US share markets fell after the inflation data but were still up by 0.1% over the week (a the time of writing). Australian shares managed …
Market Update 4 February Source: Bloomberg, FXStreet, AMP Investment markets & key developments Share markets saw another volatile week. Shares initially rose from oversold conditions helped by good US earnings results, but rate hike expectations, particularly in Europe and in the US after very strong US payrolls and divergent tech sector earnings news, added to volatility. Despite a hit from an earnings-miss by Facebook, US shares rose around 1.6% for the week and Japanese shares gained …
Market Update 21 January Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets remained under pressure over the past week on the back of concerns about rising inflation, monetary tightening, Omicron and tensions with Russia over Ukraine. The negative global lead and talk of higher interest rates in Australia also pushed Australian shares down with falls led by health, IT, Telco and financial stocks. Long term bond yields rose initially but their increase …
