Market
Insights
Markets React to Fed’s Path and US Election: November 24
Markets pause for breath as investors digest monetary policy shift and upcoming US Election Global equity markets showed mixed performance in October, with most major indices...
Market Commentary & Investment Outlook
Central banks are winning the battle against inflation while global equities continue to show strength. The RBA remains cautious while China’s stimulus measures should support...
Tale of Two Halves: August 24
Share markets experienced substantial volatility throughout the month, ultimately closing on a positive note. The period began with a contraction in early August, followed by a...
Australia’s Core CPI Moderates: July 24
Global equities continued mostly higher in July with the MSCI World up 1.27%, while Australian equities surged over 4% as expectations for RBA rate hikes fell (Chart 1). The...
Market Commentary & Investment Outlook
The US Presidential Election is around the corner while global central banks continue to monitor key inflation indicators. We delve into policy implications if Trump is elected,...
AI Mania: June 24
US equities continued higher in June, largely driven by gains in big tech as the NASDAQ was up 6% (Chart 1). Outperformers included electric vehicles and software; however, this...
The US Presidential Election: May 24
Global equity markets largely rose in May as US treasury yields fell the most in five months after the Federal Reserve’s preferred inflation indicator showed signs of cooling....
Inflation Remains Sticky: April 24
One of the major narratives in April was the hawkish repricing of the chances that the US Federal Reserve (the Fed) will cut rates, with market confidence eroding from last...
RBA Holds Cash Rate: March 24
Global equity markets have ended the first quarter on a high note, with investors optimistic about the prospect of interest rate cuts later in the year. The MSCI World Index was...