Market and Economic Update – Feb 2018 Aurora Financial Group
Summary of key points Three weeks ago, we said that the more likely catalysts for a short term market sell-off included policy maker mistakes, such as too much monetary tightening in China or too rapid an increase in interest rates by the Federal Reserve in the...
Market and Economic Update – Jan 2018 Aurora Financial Group
Summary of key points The key issues for investors to consider are: While worldwide inflation and short-term interest rates remain lower than usual and are likely to do so for the next few years, long-term bond yields have started to move up, as we expected....
Market and Economic Update – Oct 2017 Aurora Financial Group
Summary of key points The key issues for investors to consider are: Inflation and why it is persistently so low? – We think it will average between 2.0% p.a. and 2.5% p.a. in Australia over the next ten years. The likely path back to normalised monetary...
Market and Economic Update – Sep 2017 Aurora Financial Group
Summary of key points Little seems to have changed over the course of the last month. Trump and Kim are still ranting at each other, although it seems to have a harder edge more recently. The Fed is still planning four rate rises by the end of 2018 and the...