Is inflation peaking & what does it mean for investors?

From

Banking crises are generally followed by sovereign debt crises and these tend to be followed by increasing inflation. Last month’s auction of German bonds failed to attract enough buyers and... Read more continue reading

The big issues for 2012

From

Murphy’s Law states: Whatever can go wrong, will go wrong. And clearly 2011 could be best described as the year when Murphy’s Law reigned. First there were significant floods across... Read more continue reading

RBA takes out insurance in an uncertain world

From

The Reserve Bank Board has cut official rates for the second consecutive month, trimming the cash rate by 25 basis points (quarter of a percent) to 4.25 per cent. The... Read more continue reading

Weekly market & economic update

From

The past week has seen investors switch back to “risk on” in a big way thanks to talk of a fast tracked fiscal union in the Euro zone which will... Read more continue reading

Business investment going gangbusters

From

Business investment soared in the September quarter. New business investment in buildings or equipment rose by 12.3 per cent in the September quarter – the biggest quarterly gain in 15 years.... Read more continue reading

Oliver’s Insights: why the RBA should cut rates again

From

After the Reserve Bank of Australia’s rate cut a month ago, the general consensus was there was little urgency for the RBA to move again. The most likely outcome seemed... Read more continue reading

Europe…it’s time…

From

It is not only investors that are tiring of this interminable EU saga – it continues to bear down on activity levels across the world as illustrated by the recent... Read more continue reading

The reign in Spain…

From

The latest political upheaval within the eurozone occurred in Spain over the weekend. Swept in by an historic margin, the new centre-right government, formed by the People’s Party, faces monumental... Read more continue reading

The threat from Europe – how big?

From

Analysing Europe is becoming a drag. But its also unavoidable. This note looks at the threat to global and Australian growth over the year ahead flowing from the worsening crisis... Read more continue reading

European debt crisis 101

From

The on-going saga that is the European debt crisis has sent investors heads spinning. With all the focus on debts and deficits, many investors rightly want to know what that... Read more continue reading