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| | | ... over the following two years. "The RBA's central case assumes that the Middle East conflict is resolved soon and that oil prices peak soon around US$100 a barrel before falling to just under US$90 a barrel by end 2026," Bloxham said. "In our central ... |
| | | | ... in the government bond markets around the question of how central banks would adjust monetary policy in reaction to higher oil prices. At the start of the year, the US market was pricing for two or three cuts from the Fed but has since moved to pricing ... |
| | | | ... However, Craig is optimistic Australia will not fall into a recession and will even weather through its heavy reliance on oil and refined products. "There's good momentum here in the economy. We're not thinking about that recession," he said. ... |
| | | | ... the official cash rate. "While business and market sentiment remain fragile amid geopolitical uncertainty, persistently high oil prices and a tight labour market are likely to sustain upward pressure on inflation, keeping the RBA hawkish. We expect a ... |
| | | | UniSuper chief investment officer John Pearce said despite market and oil price volatility because of the ongoing conflict in the Middle East, US exceptionalism is not dead yet. Pearce said that while there have been some ups and down associated with ... |
| | | | ... conditions during the quarter as the conflict between US and Iran escalated, Regal Partners said. The conflict drove up prices of oil and interest rates, it said, alongside weaker global equity markets. Performance in hedge funds dropped by $800 million ... |
| | | | ... situation in the Middle East remains uncertain. A relatively fast resolution is likely to see markets stabilise, although oil prices may take some time to ease as supply is normalised. This scenario would support a more favourable growth outlook," Rest ... |
| | | | ... the Strait of Hormuz, we are moving away from the (reference) scenario," he said. Gourinchas added the reference scenario of oil prices remaining at an average of $80 a barrel is still relevant. "We could still have a normalisation if a solution is found ... |
| | | | ... exporter: that coal, liquid natural gas, is quite a good earner at the moment, but we are almost wholly reliant on imports for oil, and we are the highest user of diesel per capita in the world," he said. "So, this is a big real income shock for Australia ... |
| | | | ... ETF Review for March, top performers were dominated by defensive and counter-cyclical exposures, with sharp rally in crude oil lifting commodity-focused funds. In March, the Australian ETF industry recorded "very strong" net inflows of $5.6 billion. ... |
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