Category Archives: Economic Update

Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter?
By Fenwickefinancial On September 30, 2020

From “eye watering” to “eye popping” Much concern has been expressed about the longer-term consequences of the blowout in budget deficits and public debt in response to the economic hit …

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Three reasons why the Coronavirus crisis might fix Australia’s housing affordability crisis
By Fenwickefinancial On August 12, 2020

Introduction For years Australia has suffered from poor housing affordability. According to the 2020 Demographia Housing Affordability Survey the multiple of median house prices to median annual incomes is 5.9 …

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2019-20 saw poor returns – but it could have been much worse
By Fenwickefinancial On July 9, 2020

Introduction The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. Shares were hit hard, but …

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Australian house prices starting to fall – collapse likely averted but expect more weakness ahead
By Fenwickefinancial On June 10, 2020

Introduction Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market (see here) we concluded that the …

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The Lucky Country – three reasons why Australia may come through this period of global misery better than most countries
By Fenwickefinancial On May 7, 2020

Introduction Back in January when the bushfires were raging, I feared Australia’s luck had ran out. But right now, I thank god I live in The Lucky Country! Donald Horne’s …

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The Coronavirus pandemic and the economy – a Q&A from an investment perspective
By Fenwickefinancial On April 9, 2020

Introduction Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a …

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The increasing economic threat from Coronavirus – what to watch for and what should investors do
By Fenwickefinancial On March 17, 2020

Introduction Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise posing increasing uncertainty over the impact on economic activity. And its impact …

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The China Coronavirus outbreak – economic and investment market implications
By Fenwickefinancial On February 6, 2020

Introduction The last few weeks have seen escalating concern that a new coronavirus (called 2019 novel coronavirus or nCoV) originating in the Chinese city of Wuhan in Hubei province will …

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Bushfires and the Australian economy
By Fenwickefinancial On January 9, 2020

Introduction The Australian bushfire season that began in September has been horrific with more than 7 million hectares of bush destroyed, more than 25 deaths, significant loss of livestock, estimates …

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Review of 2019, outlook for 2020 – the beat goes on
By Fenwickefinancial On December 9, 2019

2019 – growth down, returns up Christmas 2018 was not a great one for many investors with an almost 20% slump in US shares from their high in September to …

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