Market Insights

Latest news and analysis on Market Insights

Macro

Australia’s unemployment rate rose to 3.9%, UK maintained interest rates at 5.25%

Weekly Update | 15th December, 2023
MQG
+2
Hue Frame
Frame Funds Management
Macro

Australia left interest rates unchanged at 4.35%, US ISM services PMI soared to 52.7

Weekly Update | 8th December, 2023
SCG
Hue Frame
Frame Funds Management
Macro

New Zealand held interest rates steady at 5.5%, US preliminary GDP soared 5.2% q/q

Weekly Update | 1st December, 2023
GMG
+2
Hue Frame
Frame Funds Management
Macro

Australia’s unemployment rate edged up to 3.7%, US retail sales fell - 0.1% m/m in October

Weekly Update | 17th November, 2023
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

Chinese manufacturing PMI fell to 49.5, New Zealand unemployment rate rose to 3.9%

Weekly Update | 3rd November, 2023
FMG
PLS
+2
Hue Frame
Frame Funds Management
Macro

My recent Q&A on the year that was, and the year ahead

This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...
Hue Frame
Frame Funds Management
Macro

A whiff of stagflation

Stagflation has become a hotly debated topic as inflation expectations rise and growth expectations fall. Stagflation, a hybrid of stagnating growth and rising...
Kerry Craig
J.P. Morgan Asset Management
Macro

This is not an exit

Momentum in global growth has unexpectedly softened in recent months. Persistent supply chain disruptions are hampering production, slowing spending and delaying...
Kerry Craig
J.P. Morgan Asset Management
Macro

In China and the US, economic recovery takes a disappointing turn

The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...
Kerry Craig
J.P. Morgan Asset Management
Equities

Finding the balance in China

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...
Kerry Craig
J.P. Morgan Asset Management
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