This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (the Bank). The Bank and its subsidiaries have effected or may effect transactions for their own account in any investments or related investments referred to in this report. This report is not a recommen-dation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on the information in this report, consider the appropriateness of the information, having regard to the individual's objectives, financial or taxation situation and needs and, if necessary, seek appropriate professional advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Research based on information available at the time of publishing. We believe that the information in this correspondence is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.

Jul Sep Oct Nov DecAug Jan Feb Mar Apr May Jun

Financial Year Wrap: 2018/19

Source: IRESS

5800

6200

5400

5600

6000

6400

6660

ASX 200: Index Performance

US IMPOSES 25% TARIFFS ON $34BN OF CHINESE GOODS

LEADERSHIP SPILL (SCOTT MORRISON PM)

IMF CUT GLOBAL GROWTH FORECASTS FOR 1ST TIME IN

2 YEARS

AUSSIE MARKET HITS 2-YEAR LOW

FINAL BANKING REPORT OF ROYAL COMMISSION

DEADLY MINING ACCIDENT IN BRAZIL PUSHED IRON ORE PRICE

UP ALMOST 20%

BREXIT DELAYED UNTIL 31 OCT

SURPRISE FEDERAL ELECTION OUTCOME

US INCREASES CHINESE TARIFFS FROM 10% TO 25%

RBA CUTS RATES FOR 1ST TIME IN 3 YEARS

AUSSIE MARKET HITS FRESH 11.5 YEAR

HIGH

US IMPOSES 10% TARIFF ON $200BN OF CHINESE GOODS

FEDERAL RESERVE RAISES INTEREST RATES AUD FALLS TO A 3.5 YEAR

LOW ON THE PROSPECT OF MORE RATE CUTS