The information in these articles is current as at 1 July 2022.
Welcome to our Economic and Market Outlook – July 2022.
This edition covers the following topics:
Global economic update: the root cause of the current crisis
Higher interest rates and weaker currencies are among us. This article discusses the current economic crisis, delving into how the labour market has changed and what this could mean for the future, and the key economic indicators with reported results and our comments.
Australian economic update: above-trend growth and low consumer confidence
Despite media reports of impending doom, the Australian economy has continued to grow above expectations, although there are looming challenges. Read on to find out about the current inflationary pressures in the Australian economy and our comments on the key economic indicators.
Australian equities update: sharemarket recommendations
Gain insight through our outlook on the Australian sharemarket, which provides details into some of the major sectors of the S&P/ASX 200 and find out what our recommendations are.
International equities update: key drivers of the earnings outlook
Read on to take a look at our outlook and valuation of international equities and what we anticipate earnings growth to be for the next 12 months.