Marius Mariton

[FOR TV] Consumer sentiment rebounded in early July as a retreat in petrol prices boosted family finances, though prices are now climbing again amid new hostilities in the Middle East. The Westpac-Melbourne Institute survey showed its monthly index of consumer sentiment rose 4.1% in July. But the index reading of 83.9 points indicated pessimists greatly outnumbered optimists. [QUOTE ON SCREEN] Westpac's head of Australian macro-forecasting, Matthew Hassan, has said that "The

[for TV] Australia's unemployment rate edged down to 4.4% in May. This comes after April's uptick to 4.5%, which had surprised economists. Now, from the RBA's perspective... higher household spending and the joblessness rate edging lower signal the economy might still be running hot... and support the case for the Central Bank to hike rates. Meanwhile, the youth unemployment rate saw an even larger decrease in May, down 0.6 percentage point to 10.4%. Overall, 40,000 jobs were

Article paru dans Les Echos Weekend: https://www.lesechos.fr/weekend/planete/avec-les-premiers-refugies-climatiques-2238307

Bell Potter has updated its gold tracker, for a world where a peace deal between the US and Iran holds up. Which seems more and more uncertain as the two parties are yet to sign a solid deal. Golden Tailwinds Bell Potter notes that markets have already begun pricing in a cessation of hostilities. The broker expects the trend to remain towards a ceasfire. which should lead to a reversing of oil prices, and an increase in gold prices. Bell's analyst anticipates lower inflation

The S&P/ASX 200 gave back some recent gains and finished 0.38% lower at 8,932.10 points on Thursday. This was after Wall Street closed lower, with investors scaling back expectations for any policy easing. Nine of the 19 voting FOMC members flagged the possibility of rate hikes amid still-elevated US inflation, the Federal Reserve leaving rates on hold, and new Fed Chair Kevin Warsh indicating the era of forward guidance was over. Locally, the US-linked tech sector fell

The S&P/ASX 200 defied expectations on Wednesday, gaining 0.54% to 8,966 points as details emerged on the US-Iran deal. US President Donald Trump said the Strait of Hormuz would reopen this Friday. Gold was in focus again on hopes of easing inflation, with Newmont up 2.5%. The energy sector lagged however, with Woodside dropping 3.3%. In company news, Flight Centre cut its FY26 profit guidance due to flow-on effects from the Middle East conflict. But the stock still ros