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Jump in grocery prices supports supermarket profits, for now

Grocery prices have soared in Australia, rising at a faster pace than the Consumer Price Index, which is benefitting the earnings of Coles and Woolworths. However, the boost could be temporary, with food inflation expected to moderate next year. The rise in inflation globally has exceeded wages growth, eroding households’ purchasing power. Lower income households…

Nicki Bourlioufas | 18th May 2022 | More
Be wary of over exposure to China, says Datt Capital

In the wake of Covid lockdowns in Shanghai, investors are being warned to remain alert to shifts in China’s zero covid policy. According to Datt Capital founder and chief investment officer, Emanuel Datt, “China is the engine room of the global economy, and any further extension of lockdowns geographically will weigh heavily on the global…

Ishan Dan | 11th May 2022 | More
  • The end of an era as rates reverse, recession next?

    Only those who completely avoid any sort of media, social or traditional, would not be aware that the Reserve Bank of Australia (RBA) this week hiked rates for the first time in more than a decade. Tuesday’s decision, which moved the cash rate from 0.1 to 0.35 per cent, has reverberated through the markets, however,…

    Drew Meredith | 4th May 2022 | More
    Australia, China to benefit as US recession risk spikes

    The Australian economy has rebounded quickly after the Omicron lockdowns, which saw many predict another technical recession (two consecutive quarters of shrinking GDP) in 2021. With restrictions released, the consumer contributed to a 3.4% jump in economic growth in the December quarter. Consumer spending jumped 6.3%, however, exports fell and private investment reversed due to…

    Drew Meredith | 13th Apr 2022 | More
  • US prepares for tough medicine

    While markets have so far shrugged off the inevitable rate rises, there’s plenty more to come – and the global outlook keeps getting gloomier. The Federal Reserve’s decision to unleash massive monetary stimulus in the early days of Covid-19 (and in nearly every economic crisis before it) ushered in a brief golden age for markets….

    Lachlan Maddock | 8th Apr 2022 | More
    ‘Practical and temporary’ – Behind the 2022 budget

    Treasury Josh Frydenberg delivered his long-awaited, pre-election budget this week, seeking to offer respite to a ‘surge’ in the cost of living. The Federal Government, and next Government for that matter, face a difficult challenge in navigating what is likely a short-term surge in inflation and hit to the cost of living, with demands for…

    Drew Meredith | 30th Mar 2022 | More