Path to recession isn’t definite, but it’s getting clearer

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With the U.S. expansion reaching almost seven years of age, business balance sheets worsening and credit market debt to equity increasing, there is mounting concern that we are headed towards... Read more continue reading

Innovation funding program a key building block for the future of Australia

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Australian venture capital firm OneVentures believes the National Commission of Audit’s recommendations to dissolve key innovation funding programs like the Innovation Investment Fund (IIF) would be a step backwards for... Read more continue reading

Housing affordability improves, but first home-buyers still missing in action

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The Adelaide Bank/Real Estate Institute of Australia Housing Affordability Report for the September quarter 2013 recorded an improvement in housing affordability with the proportion of income required to meet loan... Read more continue reading

Capex – QIII 2013

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Mining capex looks set to plateau at close to 8% of GDP in 2013/14.  The real drag on GDP growth from falling mining capex looks to be some time away.... Read more continue reading

Inflation or Deflation: Are we about to find out?

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Avid readers of The van Eyk View and our other publications know all too well the importance we give to inflation regimes as predictors of future returns. In fact, in... Read more continue reading

Weekly economic & market update

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Europe is continuing to cause shockwaves in financial markets with increasing resistance to fiscal austerity (with the temporary collapse of the Dutch coalition Government and the Socialist candidate’s victory in... Read more continue reading

Rate cut all but certain after weak inflation data

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The Consumer Price Index – the main measure of inflation in Australia – rose by 0.1 per cent in the March quarter, well below expectations centred on a 0.6 per... Read more continue reading

Aussie 10-year bond yields hit 61-year low

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Yields on Australian 10-year bonds have fallen to the lowest levels since the early 1950s. This week, Aussie 10-year government bond yields hit 3.648 per cent – the lowest yield... Read more continue reading

Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this... Read more continue reading

Business deflation?

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The broad measure of business inflation – the producer price index (PPI), or final stage prices, – fell by 0.3 per cent in the March quarter – marking the biggest... Read more continue reading