In the September 2014 edition of Market Update: Heightened geopolitical tensions in Ukraine and the Middle East continue to dominate global equity markets. Economic growth in the US remains strong, with Q2 GDP revised upwards from 4.0% to 4.2%. European data remains weak, particularly … [Read more...]
2014 August edition of Godfrey Pembroke Monthly Market Update
In the August 2014 edition of Market Update: Ukrainian and Middle Eastern geopolitics, and an Argentinian default, dominate global equity markets. Strong rebound in US economic growth with Q2 GDP at 4% Chinese economy continues to stabilise, with a further improvement in manufacturing … [Read more...]
2014 July edition of Godfrey Pembroke Monthly Market Update
In the July 2014 edition of Market Update: Continued improvement in US economic growth following a revised down Q1 GDP of -2.9%. European economic data impacted by the Iraq civil war crisis. Chinese economy stabilising, with manufacturing data at a six month high. Australian economic data … [Read more...]
2014 June edition of Godfrey Pembroke Monthly Market Update
In the June 2014 edition of Market Update: US GDP growth paused in the March quarter, but indicators point to a strong bounce back in the June quarter. NAB has changed its interest rate call and now expects that we’re at the bottom of the interest rate cycle. Partial economic indicators … [Read more...]
2014 May edition of Godfrey Pembroke Monthly Market Update
In the May 2014 edition of Market Update: Global growth has returned to around its long-term trend. US showing positive signs of economic recovery from the weaker weather related first quarter. Eurozone business expansion is improving and nearing a 3 year peak. China responds to slower … [Read more...]