Weekly update from our research partner Investsense

WHAT: The Fed cut rates by 25bps but signalled fewer cuts ahead.
WHY: Stronger growth forecasts and steady inflation expectations signalled limited urgency to ease further.
WHAT: Markets are increasingly probing whether the next move for several central banks could be up rather than down.
WHY: Australia, Canada and parts of Europe are now being viewed through a “higher for longer” lens, reflecting persistent inflation risks. Moving away from the synchronised easing cycles investors have grown used to.
WHAT: China and Japan are moving in opposite directions.
WHY: China’s data deteriorated further, with weak retail sales, falling investment and declining house prices, while policy support remains limited. In contrast, Japan surprised on the upside, with strong business sentiment and sustained inflation giving the Bank of Japan room to normalise policy.
WHAT: Australia’s labour market showed its first real signs of softening.
WHY: A sharp drop in full-time employment triggered a rally in bonds, but unemployment remained steady. One data point is not enough to change the RBA’s stance, though sustained weakness could temper the growing market narrative around future rate hikes.
WHAT: Bond markets are reflecting policy divergence more than equities.
WHY: Australian bond yields surged well ahead of U.S. yields, highlighting the market’s reassessment of Australia’s inflation risks relative to peers. Equity markets, meanwhile, have been more subdued, with tech under pressure and gold consolidating at elevated levels.
Listen to the Investsense podcast for weekly updates:
Apple: https://podcasts.apple.com/au/podcast/the-investsense-podcast/id1497076117
Spotify: https://open.spotify.com/show/3xR4Vjn77KBpVOj2N15r1p
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As part of the ageing process what to do with my nest egg savings and superannuation I found to be quite stressful and as the time got closer to accessing it the more I Googled and read about my choices the more confused I got. Lynde's awesome work ethic, excellent product knowledge and caring nature has enabled us to create a portfolio that really works well and suits our needs making this whole process a whole lot easier.
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