Interest rates: Where do we go from here?

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Reserve Bank Board meeting The cash rate has left at a record low of 2.25 per cent. There is a clear bias to cut rates again. What does it all... Read more continue reading

Weekly market update – week ending 27 February, 2015

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Investment markets and key developments over the past week Share markets mostly rose over the last week helped by a combination of good news on Greece, benign comments from Fed... Read more continue reading

Credit growth steps up, again

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Private Sector Credit – January 2015 Total credit to the private sector rose by 0.6% in January.  Annual growth stepped up to 6.2%. Housing credit was up 0.6% over the... Read more continue reading

Biggest lift in services investment in 7 years

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Business investment; Average weekly earnings Softer investment: New business spending on buildings or equipment fell by 2.2 per cent in the December quarter after a 0.6 per cent increase in... Read more continue reading

Soft wages & construction keep rates in focus

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Construction work done; Wage price index Construction activity eases: Construction work done fell by 0.2 per cent in the December quarter. Residential work rose by 2.5 per cent but commercial... Read more continue reading

Another 21 great investment quotes

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Introduction Investing can be profitable as well as fun, but it can also be unnerving and unprofitable if you don’t understand markets and don’t have the right mindset. The basics... Read more continue reading

Central Bank Watch – February 2014

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Principal Global Investors has released its monthly Central Bank Watch, providing an overview of the Reserve Bank of Australia’s (RBA) policy and expectations for the future. The report acknowledges that... Read more continue reading

Capex Preview – First estimate of 2015-16 spending is key

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Capex Preview – QIV 2014 The RBA’s latest downgrade to growth forecasts were based on a more negative outlook for non‑mining capex.  In this context, the first estimate of 2015‑16... Read more continue reading

Weekly market update – week ending 20 February, 2015

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Investment markets and key developments over the past week While US and Australian shares were little changed over the last week, other markets managed good gains. Eurozone shares were helped... Read more continue reading

Economy-wide spending continues to slow

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Commonwealth Bank Business Sales Index Growth of economy-wide spending eased further in January. The Commonwealth Bank Business Sales Indicator (BSI) – a measure of economy-wide spending – rose by 0.2... Read more continue reading