investment market

Financial markets enjoyed another solid week with equity and bond markets higher. Domestically, the weaker than f’cst GDP numbers (act +0.2% v’s +0.5% f’cst; +2.1% y/y) resulted in bond yields continuing to push lower with a view that the RBA is now finished with its tightening rates. While the ‘hold’ was expected at its Dec meeting, we still see the … The Week Ahead – 11 December

Financial markets continued to rally during the week, supported by further dovish comments by US Fed Chair Jerome Powell who indicated that US cash rate policy was ‘well into restrictive territory’. We now take the view that US cash rates have peaked, and the next move will be lower. However, while the market is pricing in the first rate cut … The Week Ahead – 4 December