Market Updates

Key points – Helped by President Trump’s backdown on tariffs, shares have rebounded to within 3-4% of their record highs. – The good news is

Key points – The return of Labor with an increased majority basically means more of the same in terms of key economic policies. – The

Key points – Share markets have fallen further on US President Trump’s worse than expected tariff policies. – Further weakness is likely but at some

Key points – Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. – While the

Key points – CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. – The upswing came

Key points – Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative

Key points – The $A has been hit since September by the return of Trump, a hawkish pivot by the Fed versus the RBA and

Key points – 2024 was another strong year for investors with shares up strongly on the back of better than feared growth & profits and

Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and

Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,

Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more

Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting