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Key points raised are :

• Global share markets experienced mixed performance in July. Market indices returned around 1% globally, whilst some previously lagging areas of the market outperformed, including Australia.  Bond markets rallied as yields and rate expectations came down.
• US job data continue to soften, with unemployment rising to 4.3% and jobless claims also rising more than expected.   The SAHM rule, a jobs related recesion indicator has been triggered.
• The US earnings season continued, with overall earnings growth likely to be around 11%, which is higher than expected at the start of the financial year.