Climate change threatens to cause the next economic mega-shock

A clear and insightful article by Creon Butler, the Director of Global Economy and Finance Programme at CHATHAM HOUSE, a renowned International Affairs Think Tank.

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A pause in markets

Concerns over US debt ceiling negotiations were the primary factor affecting global markets over the past weeks.

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How to react when markets drop

This article from Vangard gives you an overview of how to respond to market corrections.

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Why 2023 could be a good year for investors

This article from Roger Montgomery giving an overview of their take on the outlook for 2023

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Farewell Fiscal 2022, Hello Fiscal 2023

The Australian market has held up better than the US market due to lesser exposure to technology and our strong performance in the mining and resources sector. However, the Australian all Ords has fallen 13%, the S&P 500 21% and the Nasdaq 30%.

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WORLD ECONOMY and INFLATION

This article from David Bassanese, Chief Economist of Betashares, suggests that the Fed will be more aggressive in their approach as the US economy continues its growth trajectory.

Reprinted with permission of Betashares

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WORLD ECONOMY and INFLATION

As you know, I am keeping a wary eye on inflation. The issue that has emerged is the rapid increase in inflation across global markets led by the US which is now reporting an annual inflation rate of more that 6%.It is noteworthy that Jerome Powell, the Chairman of the US Fed removed the word ‘transitory’ from his latest inflation comments.

This is compounded by the global logistics and supply chain problems which have caused significant increases in global shipping costs with a flow on effect on the price of manufactured goods and raw materials across global markets. The result will be to put further pressure on inflation. In Australia, it has resulted in a chronic supply shortage of goods in the run up to Christmas for both retailers and consumers. I enclose a commentary by David Bassanese, Chief Economist of Betashares, which is well worth reading with a preview of 2022 markets.

Reprinted with permission of Betashares

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WORLD ECONOMY and INFLATION

This commentary from The Wall Street Journal summarises the factors that are combining to drive inflation higher in the US well into 2022. Any rise in US interest rates are likely to have an early impact upon Australia.

Reprinted with permission of The Australian (The Wall Street Journal)

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World Economy and Uncertainties

It is essential to understand the bigger picture and to step back for a moment from the daily financial news. This report from the Franklin Templeton Investment Institute gives a good overview.
It looks at economic growth and what the drivers are for financial markets for the remainder of 2021.

Reprinted with permission of Franklin Templeton

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Economic Growth

The global economic growth is forecast to remain strong well in to 2022.The Central bank perspective is reflected by the IMF World Economic Outlook which predicts global GDP growth of 6% in 2021 and 4.9% in 2022 after a decline of -3.9% this year. A Global Asset Manager’s view is shown in this report from Vanguard, one of the three largest global asset managers with assets of $7.2 trillion.

Source: Vanguard

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