What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie dollar dipped to levels not seen since the GFC and interest rates were cut to historic lows.
The Pulse Trade tensions between the US and China are still a source of significant uncertainty for financial markets. Political risks and trade uncertainty have seen a vicious cycle of selling in emerging market currencies as investors react to contagion fears. US shares rose in August on the back of positive company earnings results, while […]
The Pulse US economic growth shot to an annualised 4.1% in the June quarter but the market is questioning whether this is sustainable. The impact of US and Chinese tariffs has been noticeable in Asian export growth but US manufacturing activity is yet to be hit hard. In Australia, the RBA continues to keep rates […]
The Pulse US core consumer prices lifted in line with the Fed’s 2% inflation target, vindicating June’s rate hike. Slowing credit growth and infrastructure spending is pointing to softer Chinese growth for the June quarter. Australia’s labour market continues to tighten, but employment growth and hours worked have lost momentum and wage growth is subdued. […]
The Pulse Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below target Despite slower-than-expected March-quarter growth in the US, there are signs of a stronger June quarter, including improved consumer spending and business investment Tariff threats between the US, China and Europe […]