In the July 2019 edition of the Market Update: Softer US inflation and PMI figures have dimmed the growth outlook, although further labour market tightening may avert a Fed rate cut for the time being. The trade situation remains the key issue for the global economy, with uncertainty … [Read more...]
2019 June edition of Godfrey Pembroke Monthly Market Update
In the June 2019 edition of the Market Update: The US-China trade dispute has raised fears of potential long-term damage to the global economy US fed officials concern of a cycle of low inflation expectations Europe is battling low inflation, with trade fears as a tense Europe-wide … [Read more...]
2019 January edition of Godfrey Pembroke Monthly Market Update
In the January 2019 edition of the Market Update: December market performance China and the US reached a trade war détente Eurozone GDP growth is disappointing Australian GDP growth slowed significantly in the September quarter The S&P/ ASX 200 Index fell 0.1% in December The … [Read more...]
2018 August edition of Godfrey Pembroke Monthly Market Update
In the August 2018 edition of the Market Update: 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 … [Read more...]
2018 July edition of Godfrey Pembroke Monthly Market Update
In the July 2018 edition of the Market Update: 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 … [Read more...]
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