Market insights

Financial assets mostly rallied in December, retraced some ground in the first week of 2024, but have recovered again since. Belief that central banks will start cutting official interest rates this year, beginning as early as March by the US Federal Reserve, is...

All going well most major OECD economies, including Australia, should experience easing labour market conditions in 2024 helping to push down inflation and to pave the way for central banks to start cutting official interest rates. Some countries will experience...

Australia’s real GDP growth rate is slowing and real GDP per capita is already in technical recession with back-to-back quarterly falls in Q2 and Q3 2023 according to the Q3 GDP release last week. Data relating to household disposable income contained in the same...

Risk assets mostly rallied and sharply in November based on views that the US economy may experience a soft landing and that the US Federal Reserve and other major central banks may have finished hiking interest and could start to reduce interest rates before long....

Economic releases in November show signs of moderating economic activity in the US and Europe as well as lower inflation. Central bankers continue to warn that their task of returning inflation to their targets will still take time and will require a lengthy period of...