Stronger Aussie dollar curbs trade surplus

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International trade; New car sales Trade surplus: The trade narrowed from $2,024 million to $856 million in June. The rolling 12-month surplus rose from $8.9 billion to $12.7 billion (biggest... Read more continue reading

The break higher in the Australian dollar is likely to be limited – this is not 2007 all over again!

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Key points The $A has been pushed higher lately by a weaker $US, a rebound in commodity prices and technical considerations. The rising $A is a significant risk for the... Read more continue reading

Builders again embrace houses

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Building approvals Dwelling approvals: Approvals by local councils to build new homes rose by 10.9 per cent in June after falling by 5.4 per cent in May. House approvals rose... Read more continue reading

Central banks pull victory back from the edge, says Principal Global Investors

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What a difference a year makes “Last summer, developed market government bond yields collapsed. The U.S. ten-year Treasury yield dropped to 1.35% in early July, and the ten-year German bund... Read more continue reading

Weekly market update – week ending 28 July, 2017

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Investment markets and key developments over the past week Share markets were mixed over the last week with US and Eurozone shares up on the back of good earnings and... Read more continue reading

5 Years since Mario Draghi’s “whatever it takes” speech

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July 26 marked five years since Mario Draghi delivered his speech around ‘Whatever it takes’ to save the Euro. In retrospect, were Draghi’s concerns founded, and what has been the... Read more continue reading

Use your superannuation to own your business premises

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Do you own a business? How much is the lease for your business premises? Often it will be thousands of dollars you are paying each month to the landlord. What... Read more continue reading

CommSec State of the States

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July 2017 – Overall Results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending; business investment;... Read more continue reading

Three reasons why DNR Capital is optimistic on 2017/2018 financial outlook – despite mixed signals, overall economic outlook reasonably robust

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Global equity markets have reached an all-time high, but global growth is sustainable and company valuations are fair, according Australian equities manager DNR Capital. Jamie Nicol, CIO at DNR Capital... Read more continue reading

US steel sector: A waiting game

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Having recently returned from the US, Michael Ward, Senior Research Analyst at Nikko AM, shares his thoughts on the US steel sector and what impact its changing dynamics will have... Read more continue reading