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Economic Snapshot – October 2021

Highlights   Global economic activity continued to stabilise. Inflation surprises on the upside. Bond markets continue to fall in response to global inflationary pressures and market expectations of accelerated central bank tightening. Global equities bounce back following a volatile September.   Selected Market Returns, October 2021 Sources: Thomson Reuters, Bloomberg   Key developments in October […]
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Economic Snapshot – September 2021

In summary The big news for markets in September was the announcement by the FED that their tapering program would begin around the end of the year. This pushed real yields higher by around 20bps and sent the US 10-year government bond yield towards 1.50%. Here in Australia, the Reserve Bank of Australia (RBA) was […]
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Economic Snapshot – August 2021

In summary August saw more of the same themes and risks that global financial markets had focused on in July. Covid-19 continued to spread around the world, leading to further slowing of economic activity, disruptions to global supply chains, and pockets of inflationary pressures. Despite a weaker domestic economic outlook for the September quarter, the […]
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Economic Snapshot – July 2021

In summary  July saw markets continue to worry about the global growth profile. Some key readings of economic activity in June were lower than in previous months, leading markets to revisit the “peak growth theme”. Potential disruption from the accelerating Covid-19 waves around the world added to these concerns. This narrative outweighed some stronger than […]
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Inflation, Rates and Implications

In this paper we aim to explain our expectations for inflation, our views on when central banks will adjust rates and the implications of these on equity and bond markets. What is inflation and when can it be a problem? Inflation refers to the sustained increase in the price of goods and services. Broadly, it […]
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August 2019 Economic Snapshot

September 5, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary August was a turbulent month for global financial markets. The concerns that emerged at the end of July about the trade dispute between the US and China, and about how much the Fed might cut rates, all spilled over into August. Fears of global recession intensified, yield curves flattened even further and equity […]
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July 2019 Economic Snapshot

Economic Snapshot July 2019   In summary     July was all about interest rates, with the Reserve Bank and the Federal Reserve both cutting (0.5% in Australia and 0.25% in the US). Here in Australia, the cash rate and bond yields are at new record lows. The RBA said it will pause to assess […]
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On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance. This may be […]
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May 2019 – Economic Snapshot

Click here: Economic Snapshot May 2019 final
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The Coalition Wins a Third Term

The Coalition wins a third term – your superannuation policy update in preparation for the end of the financial year The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the […]
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