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Every policy maker in the world is joining in the chorus of "Start Me Up." Woe to the investor who doesn't listen.

When looking at Australian stocks, it is important to look at how they're being impacted by shifts within the Australian and global economies.

The catalyst for improved sentiment for commodity-based equities will be a return of confidence and more stable political and economic environment.

We are relatively optimistic about the outlook for global growth, and the US in particular. We see four main reasons why the market could become more worried about inflation.