Will higher commodity prices lead to better wage outcomes this year?

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Wages growth and commodity prices have historically shown a strong correlation. Given this relationship the surge in commodity prices which began in mid 2016 is pointing to faster wages growth... Read more continue reading

Investor loans soar; Inflation makes a comeback

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Housing finance; Consumer Confidence; New vehicle sales Home loans: The number of loans (commitments) for budding home owners (owner-occupiers) rose by 0.9 per cent in November after falling by 0.6... Read more continue reading

Petrol prices surge to an 18-month high

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Petrol price; Tourist arrivals Retail petrol: According to the Australian Institute of Petroleum, the national average Australian price of unleaded petrol rose by 6 cents to 134.3 cents a litre... Read more continue reading

The Fed hikes and Trump stimulus in 2017 – implications for investors and Australia

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Key points After a year since the first Fed rate hike in this cycle, the Fed has finally moved the Fed Funds rate up again from a range of 0.25-0.5%... Read more continue reading

Star Trek territory – where asset classes have never been before

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  Asset prices have risen to record levels in recent years owing to central banks embarking on a policy of monetary easing and direct intervention in the aftermath of the... Read more continue reading

Weekly market update – week ending 9 December, 2016

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Investment markets and key developments over the past week The past week saw most major share markets rise with a new record high in US shares, a breakout in Eurozone... Read more continue reading

Saxo Bank’s 10 Outrageous Predictions for 2017

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Will this be the year when China exceeds growth expectations, Brexit turns into Bremain, the Mexican peso soars and Italian banks turn out to the best performing equity asset class?... Read more continue reading

Five charts to keep an eye on – making sense of this unique investment environment

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Following the US election, we have seen bond rates continuing to increase, a stronger US dollar, firmer commodity prices, and a US stock market at all-time highs. How long will... Read more continue reading

Economy shrinks: Wake-up call for Australia

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National accounts Economy contracts: The economy contracted by 0.5 per cent in the September quarter after an upwardly-revised 0.6 per cent increase in the June quarter (previously up 0.5 per... Read more continue reading

The dominoes keep falling- market reaction to Italian referendum

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The results from yesterday’s Italian referendum to reform the legislative process has failed with the “No” side taking almost 60% of the vote. The referendum has claimed another victim, Prime Minister... Read more continue reading