Prudent Australia braces for challenges

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The Reserve Bank has highlighted the conservative financial behaviour of households in recent years. The Bank concludes that “Few households appear to be vulnerable to falling into mortgage arrears.” The... Read more continue reading

Europe’s future depends on weakness

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It is now just over two years since then governor of the European Central Bank Governor Jean-Claude Trichet first announced an end to the ECB’s quantitative easing policy and “a... Read more continue reading

No stress, no debt Aussies

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In mid-March the Australian Bureau of Statistics released the results of the 2010 social survey for States and Territories. The results of the survey for Australia as a whole were... Read more continue reading

Weekly economic and market update

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The past week saw investor caution return on the back of soft economic data & renewed worries about China and Europe. This saw shares, commodity prices and the $A fall... Read more continue reading

Global recovery watch – what’s the risk of another mid year growth scare?

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So far this year we have seen solid gains in global share markets. Economic news has been positive with receding tail risks regarding Europe, greater confidence of continued growth in... Read more continue reading

Where in the world now?

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With the European Central Bank’s big liquidity injections behind us, a predominant concern among investors has been a fear that the rally in equities might be running out of steam.... Read more continue reading

Beware the black holes in the world’s financial system

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Investors need to be cautious of possible black holes in the world’s financial system, van Eyk’s  Head of Research John O’Brien told the van Eyk annual conference in Sydney on... Read more continue reading

The van Eyk Conference: Global equities not cheap

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Global equities are not cheap, despite the claims by many market analysts, because earnings forecasts are much too high, hedge fund manager Dr Jamil Baz told delegates at the van... Read more continue reading

RBA: Cautiously optimistic as downside risks diminish

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The RBA Board minutes note a modest improvement in global economic conditions, which gave the RBA reason to feel cautiously optimistic about the current economic landscape Reserve Bank Board members conceded... Read more continue reading

Upbeat RBA Governor bemused by gloomy Aussies

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The Reserve Bank Governor delivered a speech in Hong Kong titled “Economic Conditions and Prospects”. The speech was largely a sell of the Australian economy whilst highlighting the challenges that... Read more continue reading