Weekly market & economic update

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January has wrapped up with strong gains in shares. There’s an old saying, “as goes January so goes the year” which is often referred to as the January barometer. While

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Weekly economic and market update

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The flow of good global news continued over the past week. Good news included: flash manufacturing conditions PMIs rising in the world’s big 3 regions, ie China, Europe and the

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2013 – a list of lists

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The attached edition of Oliver’s Insights provides a summary of key views on the economic and investment outlook in simple point form. The key points are as follows: – 2013 is likely to

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Weekly economic and market update

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Chinese December quarter GDP data confirmed the message from months of partial economic indicators: Chinese economic growth has bottomed, forget about a hard landing! GDP growth came in at 7.9%

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The US fiscal cliff

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The attached edition of Oliver’s Insights looks at the deal to avert the US fiscal cliff along with its debt ceiling and broader economic outlook. The key points are as follows: The

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Weekly economic and market update

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America sees the release of key December 2012 data on retail sales and housing starts.  American consumer spending has been reasonably solid considering the recent political turmoil over budget tightening

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Weekly economic and market update

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The past week saw most share markets rise with Chinese shares up 4.3%, European shares up 1% and Australian shares up 0.7%, but fiscal cliff worries weighed on US shares

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Oliver’s Insights – Review of 2012, outlook for 2013

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This edition of Oliver’s Insights provides a review of key developments of relevance for investors in 2012 and the outlook for 2013. The key points are as follows: While 2012

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Weekly economic and market update

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The past week has seen reasonable gains in share markets despite fiscal cliff worries as economic data has generally been supportive. December is normally a strong month for shares but

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Oliver’s Insights – RBA cuts rates, but not there yet

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The attached edition of Oliver’s Insights looks at the decision by the RBA to cut the official cash rate to its 2009 GFC low of 3%. The key points are

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