Consumers still confident; Optimistic RBA

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Reserve Bank Board minutes; Consumer confidence Reserve Bank Board minutes upbeat on growth: “The prospects for an improvement in economic conditions had firmed a little over recent months”. The Reserve... Read more continue reading

Weekly market update – week ending 13 November, 2015

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Investment markets and key developments over the past week The past week has seen shares under pressure again as worries about a Fed rate hike next month driving the $US... Read more continue reading

New lending hits 7½-year highs

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Lending finance; Credit & Debit cards Lending: Total new loans (personal, business, housing & lease) rose by 6.4 per cent in September to a 7½-year high of $75.3 billion. It... Read more continue reading

Has Indonesia turned the corner?

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The recent stabilisation in Indonesia’s currency and bond markets, together with subdued inflation and a healthy trade surplus, is paving the way for monetary easing. Moreover, a pickup in infrastructure... Read more continue reading

Weekly market update – week ending 6 November, 2015

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Investment markets and key developments over the past week Global shares mostly saw solid gains over the last week helped by good economic data, albeit with talk of ongoing Fed... Read more continue reading

Reserve Bank view on rates; Record vehicle sales

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Reserve Bank Governor Speech; New vehicle sales Easing bias: In a speech, the Reserve Bank Governor clearly stated the easing bias: “were a change to monetary policy to be required... Read more continue reading

Stronger iron ore prices lift export receipts

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Balance on Goods and Services – September 2015 The goods and services trade deficit came in at $2.3bn in September. Total exports rose by 3.4% and total imports rose by... Read more continue reading

Energy supply glut: Insights from the US

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Nikko AM Australia’s Energy Analyst, Warwick Cumming, recently visited the US to meet with shale oil and gas producers, gas consumers, service providers, consultants and brokers to gain an insight... Read more continue reading

Will the global investment landscape realign in 2016?

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As we approach the end of the year, our research is leading us to the view that we’re also nearing the end of an investment era, and the beginning of... Read more continue reading

Aussie consumers are in good spirits

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Consumer confidence Consumer confidence: The weekly ANZ/Roy Morgan consumer confidence rating rose by 1.8 points (1.6 per cent) to 115.2 in the week to November 1. Confidence is up 0.5... Read more continue reading