Market Trends: Shares rally, but valuations look stretched Easing fears of a global recession remained the major global market theme in February, with the US Federal Reserve signalling the next move in rates is likely down. The only near-term debate is how quickly the Fed will...
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...
Waiting for a cut Defensive assets returns were flat in January, reflecting muted cash and Australian bond returns, and a small decline in global bond returns. Gold prices also eased a little. The major theme of the month was solid US economic growth and reduced expectations...
Economists Divided on Rate Cuts Following Cool Inflation Data The recent Consumer Price Index (CPI) data in Australia, as released by the Australian Bureau of Statistics (ABS), indicates a potential shift in the trajectory of inflation and its impact on monetary policy. In the 12 months...