Category Archives: Economic Update

US political protests, inflation and rising bond yields
By Fenwickefinancial On January 21, 2021

Introduction New years often start with a few events to challenge any calm investors may have achieved over the Christmas/New Year break. Some of these prove short lived like the …

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Review of 2020, outlook for 2021 – from pandemic to recovery
By Fenwickefinancial On December 10, 2020

2020 – not what it was supposed to be 2020 didn’t exactly turn out the way I or many expected a year ago. For Australia, the year started badly as …

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Joe Biden on track to become US president – implications for investors and Australia
By Fenwickefinancial On November 10, 2020

Introduction Contrary to what would normally be suggested by the worst recession since the 1930’s, high unemployment, the worst riots since 1968 and the poor handling of the coronavirus pandemic …

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Expect slower medium-term returns
By Fenwickefinancial On October 23, 2020

Introduction Despite a 35% or so plunge in share markets earlier this year; on the back of the pandemic and rough patches in 2018, 2015 and 2011, well diversified Australian …

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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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