FinSec Post

Investment markets and key developments over the past week The past week saw global share markets rise as Turkey slipped out of the headlines with US shares rising 0.9% to finally surpass their January high, Eurozone shares and Japanese shares up 1.5% and Chinese shares rising 3%. However, Australian shares fell 1.4% on the back of political uncertainty. Bond yields fell a bit in the US and Australia, were unchanged in Japan and were up a bit in Germany. Oil and metal [...]

Investment markets and key developments over the past week Share markets had a bit of a messy ride over the last week first falling on worries about Turkey and then bouncing back to varying degrees on news of new US/China trade talks. This saw Australian and US shares up, Japanese shares flat but Eurozone and Chinese shares down. Bond yields were little changed although they are back above 3% in Italy as Italian budget negotiations come into focus. Commodity prices fell further [...]

Investment markets and key developments over the past week Share markets mostly rose over the last week as economic and profit news was mostly favourable and there was nothing really new on the trade war front. Bond yields generally fell slightly but there wasn't a lot in it. Commodity prices were mixed with oil down, metals flat to up a bit and iron ore up. The $US pushed higher and the $A fell slightly. The drip feed ramping up tariff pressure on [...]

Investment markets and key developments over the past week US shares rose 0.8% over the last week, helped by strong earnings results, a bounce back in tech stocks and another "Goldilocks" jobs report. However, Eurozone shares fell 1.1%, Japanese shares lost 0.8%, Chinese shares fell 5.9% and Australian shares lost 1% as trade war fears continue to escalate. Despite this, bond yields were flat to up. Iron ore prices rose but oil and metal prices fell. The US$ continued to push higher [...]

Investment markets and key developments over the past week Share markets pushed higher over the last week, helped by good US earnings news and a US/European trade "agreement". Despite disappointing results from Facebook and Twitter hitting tech stocks, US shares rose 0.6%, Eurozone shares rose 1.7%, Japanese shares rose 0.1%, Australian shares rose 0.2% and Chinese shares gained 0.8% helped by stimulus talk. Speculation the Bank of Japan may review its easy monetary policy along with the "risk on" tone generally also [...]

Investment markets and key developments over the past week There was plenty of volatility this week as equities initially got hit following more detail from the US around additional tariffs on Chinese imports. The announcement actually contained nothing new, as Trump said in late June that the US would look to impose an additional 10% tariff on $200 billion of Chinese imports if China was to retaliate against US trade tariffs (which China did last week). After investors looked through the noise and [...]

Investment markets and key developments over the past week Trade war fears continued to cause nervousness over the last week, weighing on Chinese, Japanese and Asian shares generally but US and Eurozone shares rose partly on hopes for a resolution but also helped by good data and Australian shares also pushed higher helped by a rebound in Telstra. Bond yields were generally flat to down excepting in Italy where they rose. Iron ore and metal prices fell, as did the oil price [...]

Investment markets and key developments over the past week The past week saw geopolitical concerns around trade, in particular the US-China relationship which continues to dominate investment markets. This saw most share markets fall, with US shares down 1.3% for the week, Eurozone shares down 1.5% despite a Friday rally on the back of an EU immigration deal, Japanese shares down 0.9% and Chinese shares down 2.7%. Australian shares remained relatively resilient, falling just 0.5% for the week, with higher oil prices [...]

Investment markets and key developments over the past week The past week saw geopolitics continue to cause gyrations in markets with political tensions around immigration in Germany and Trump upping the ante on trade with China. This saw most major share markets fall, particularly in Europe and China and at the same time emerging markets remained under pressure not helped by the rising $US fuelling fears about a dollar funding crisis. Australian shares bucked the global lead though. Safe haven demand saw [...]