Latest Articles

Economic Commentary

Markets summary - December 2024

Share markets finished the calendar year weaker after an extended period of market strength while bond yields were mixed for the month.

Read more
Economic Commentary

Markets summary - November 2024

Share markets saw strong gains in November as bond yields retraced somewhat.

Read more
Economic Commentary

Markets summary - October 2024

Share markets declined in October as bond yields rose sharply, signalling an increased probability of a Trump election victory and ensuing policy that may result in trade wars, elevated inflation and increased deficits and debt (bond issuance).

Read more
Economic Commentary

Markets summary - September 2024

Share markets posted gains in September despite the ongoing war in Gaza and a significant escalation in the conflict between Israel and Hezbollah in Lebanon. 

Read more
Economic Commentary

Markets summary - February 2024

Market participants remain keenly focused on consumer inflation, believing that central banks such as the RBA will start to cut official rates once it’s apparent inflation is under control.

Read more
Economic Commentary

Markets summary - November 2023

Share markets surged in November following a flat October US CPI print and hints from the US Federal Reserve that the hiking cycle may have ended.

Read more