Weekly market & economic update – November 19 2010

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Headline developments of the past week Worries about Europe’s debt problems and tightening in China were again key issues for investors over the last week, and had the effect of

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19 Nov 2010

Cyclical recovery in shares remains on track, albeit bumpy

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Key points Share markets and related trades such as commodity prices and commodity currencies have fallen over the last two weeks, partly triggered by worries about the impact of Chinese

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18 Nov 2010

China boom or bust or neither?

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Key points Further tightening in China is likely to ensure that inflation expectations remain under control and to mop up capital inflows flowing from US quantitative easing and Chinese resistance

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12 Nov 2010

Weekly market & economic update – 12 November 2010

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Headline developments of the past week Shares, commodities and commodity currencies like the Australian dollar have had a tough week partly on renewed European debt concerns and worries that further

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12 Nov 2010

Weekly market & economic update: 5 November 2010

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Headline developments of the past week The contrast in global central banks was stark over the past week with those in weak countries such as the US, Japan and Europe

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05 Nov 2010

Weekly market & economic update: 29 October 2010

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Headline developments of the past week US GDP grew an annualised 2% in the September quarter, which was right in line with market expectations. Clearly the US economy has not

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29 Oct 2010

The new age of consumer thrift

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Key points The GFC has ushered in a period of more cautious consumers in the US and to a lesser extent in Australia. Household savings rates are likely to be

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28 Oct 2010

Weekly market & economic update – 22 October 2010

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Headline developments of the past week The focus over the past week was on China which undertook a surprise 0.25% increase in benchmark lending and deposit rates. This caused a

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22 Oct 2010

Weekly Market & Economic Update, 15 October 2010

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Headline developments of the past week After 28 years in the dogbox on the back of falling commodity prices and poor economic management the Australian dollar spiked above parity against

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15 Oct 2010

Weekly market & economic update Friday 08 October 2010

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Headline developments of the past week The Reserve Bank of Australia surprised many by leaving interest rates on hold, but it made it quite clear that it retains a tightening

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08 Oct 2010