ThreeSixty Research Market Update – January 2020

  Highlights: Both the US and China are optimistic that a ‘phase one’ trade deal will be reached, but subsequent negotiations will likely prove more difficult. Tension between the US and Iran following the US assassination of Iranian general Soleimani has left markets on edge. The devastation from the Australian bushfires will have a significant…

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ThreeSixty Research Market Update – December 2019

  Highlights: Markets have reacted favourably to the prospect of a ‘phase one’ trade deal between the US and China, which would involve a roll-back of tariffs. Positive developments on the trade front would come at the right time for the US economy, which has suffered from a deterioration in business confidence and investment. The…

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, December 2019

At its meeting today, the Board decided to leave the cash rate unchanged at 0.75 per cent. The outlook for the global economy remains reasonable. While the risks are still tilted to the downside, some of these risks have lessened recently. The US–China trade and technology disputes continue to affect international trade flows and investment as businesses…

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ThreeSixty Research Market Update – November 2019

Highlights: In the US, trade-exposed sectors are suffering as a result of the trade conflict, but the consumer sector appears to be holding up well. Economic activity in the eurozone weakened during the September quarter as outgoing ECB president Draghi warned euro-area fiscal policies were insufficient. The UK parliament agreed to a general election on…

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ThreeSixty Research Market Update – October 2019

  Highlights: Some indicators point to a heightened risk of recession in the US, but for now inflation remains slightly above target and wages are still expected to rise. The global downturn in manufacturing is deepening, although the services sector remains a bright spot, supported by consumer spending. UK prime minister Boris Johnson remains hamstrung…

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