Market Trends: Inflation Runs Cold A pull back in global bond yields led to stronger returns for both growth and defensive assets in May. The main event over the month was a relatively more benign US consumer price inflation report – after three consecutive higher-than-expected monthly results....
Market Trends: Rate cut expectations scaled back [vc_video link='https://www.youtube.com/watch?v=IhvHI8sKO_0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both equity and bond markets weakened in April due to a significant rebound in bond yields. Bond yields rose as sticky inflation and resilient economic growth caused markets to further scale back...
Equity Markets: What Will Happen When Interest Rates Fall? The conclusion of the recent rate hiking cycle ignited a surge in what market analysts are calling an “everything all at once rally”. However, as the focus shifts towards potential rate cuts, investors face a more nuanced...
Falling inflation feels pretty good so far Inflation across the major global economies has come down a long way over the last year. In the US, it reached a peak of 9.1 per cent in June 2022 before falling back to 3.7 per cent in August...
The Effects of Inflation on Retirees Inflation denotes the overall price surge of goods and services in an economy, diminishing the purchasing power of money. Thus, while planning for retirement, it's crucial to gauge the future impact of inflation. In essence, the steeper the inflation during...
Federal Budget May 2023: What it might mean for the markets Addressing short-term pain but with limited long-term gain The Federal Government has delivered a prudent Budget that seeks to address cost of living pressures without adding to inflationary pressures (but unfortunately neither to long term...
Inflation is a rise in the general level of prices of goods and services in an economy over a period of time. It is measured as an annual percentage increase. When inflation rises, every dollar buys a smaller amount of goods and services. The value...
Despite a likely improvement in the global economic outlook in 2020, this note explains why the $A may well slip further next year – due to an unwinding of the recent iron-ore price boom, $US strength, and local quantitative easing measures by the Reserve Bank....