Market Insights
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 …
The Pulse The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The threat of a trade war between the US and China continues to be a source of significant uncertainty for markets. Australians …
The Pulse The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a sustained pickup in wages. The threat of a trade war between the US and China is creating significant uncertainty for markets. …
The Pulse Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wage indicators led investors to take a more “inflationist” view, with a rise in yields pre-empting future Fed tightening. Price pressures in Europe also appear to be picking up, with PMIs pointing to …
The Pulse The global economy is benefiting from a broad-based, cyclical recovery, supported by higher levels of investment and accommodative monetary policy. The US economy ended 2017 on a slightly shaky footing, although the overall employment situation continues to improve and the bond market is anticipating further rate hikes. Growth in Europe continues to surprise …
The Pulse As was strongly anticipated by the market, the US Fed lifted the funds rate to 1.5% in mid-December. The US economy appears to be operating near capacity, with an unemployment rate of just 4.1% and an underemployment rate of 8% – the lowest since 2006. The recovery in Europe continues to defy expectations, …
The Pulse The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, both houses of Congress have approved bills to reform and lower corporate and personal taxes paving the way for new tax laws in coming months. In Europe, business conditions are at 16-year …
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