Why the Fed’s QE is likely to end well

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Stan Druckenmiller, a star US hedge-fund manager, slams the Federal Reserve for “running the most inappropriate monetary policy in history”. But what seems to scare investors more is the prospect... Read more continue reading
24 Oct 2013

Inflation lifts rate cuts off the agenda

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Consumer price index Inflation lifts: The Consumer Price Index – the main measure of inflation in Australia – rose by 1.2 per cent in the September quarter, above expectations for a... Read more continue reading
24 Oct 2013

Spending slowdown: Pause for breath?

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Commonwealth Bank Business Sales Index Economy-wide spending eased slightly in September after 13 months of gains. In trend terms the Commonwealth Bank Business Sales Indicator (BSI), fell by 0.1 per... Read more continue reading
22 Oct 2013

Weekly market & economic update – week ending 17 October

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Key events of the past week and implications The past week has seen shares and growth related trades rally strongly as the US budget crisis came to an end. As... Read more continue reading
21 Oct 2013

State of the States

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State & territory economic performance report How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending; equipment investment;... Read more continue reading
21 Oct 2013

Saxo Bank’s Q4 2013 Outlook: Destined for global growth slow down

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With or without the support of further quantitative easing from the major central banks, global growth is headed for a slowdown, say analysts at Saxo Bank, the parent company of... Read more continue reading
18 Oct 2013

Investors look beyond short term events for OS buying opportunities

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Australians’ global investment confidence highest since GFC September saw investor concern about global markets at its lowest since the global financial crisis (GFC), according to the Certitude Global Investing Intentions... Read more continue reading
17 Oct 2013

Weekly market & economic update – week ending October 11

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Key events of the past week and implications Political argy bargy around the US Government shutdown and the debt ceiling remained the focus over the last week – but there... Read more continue reading
14 Oct 2013

Stronger medium term outlook fuels market optimism

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Rising confidence about global growth prospects, coupled with the fall in the Australian Dollar (AUD), has led investment managers to be optimistic about the share market, according to new research... Read more continue reading
10 Oct 2013

Weekly market & economic update – week ending 4 October 4

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Key events of the past week and implications The partial US Government shutdown was the dominant event globally over the past week. While initially financial markets took it in their... Read more continue reading
08 Oct 2013