Market insights

Economic data released in March show economic growth threatening to decelerate in the in the US, but firmer economic indicators for the most part in China, Europe and Australia. The Trump Administration’s imposition of higher trade tariffs with the promise of more to...

The Federal Budget to be delivered tomorrow is unlikely to provide steppingstones towards a less inflationary, more productive, fairer and more prosperous Australia. Hopefully it will not push backwards achieving those objectives but being a pre-election Budget, the...

Financial market sentiment has swung sharply towards counting the cost of the Trump Administration’s America First economic policies over recent weeks driving down share prices and government bond yields. The bounce in European and US share markets on Friday recovers...

Australian economic growth gathered pace in Q4 2024 and the early economic indicators for Q1 2025 are that growth is still gathering pace. Domestic spending is driving GDP growth but supply in the economy is still limited by weak productivity. Inflation in Q4,...

Risk assets in February showed mixed performances in a month of high volatility as markets tried to digest the impact of rapid-fire policy changes in the US on prospects for global growth and inflation. US consumer spending, the mainstay of US GDP growth strength...