Weekly economic & market update

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Share markets continued to move ahead over the past week helped by a combination of reasonable profit results, a further fading of the fiscal austerity fetish in Europe with France being the latest country to receive an extension of time to get its budget down to 3% of GDP and more monetary easing with both

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Oliver’s Insights – Interest rates still falling, more to go

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This edition of Oliver’s Insights looks at the RBA’s latest cut to interest rates. The key points are as follows: The RBA has cut interest rates again and they are likely headed even lower, probably to 2.5% in the next few months. The mining investment slowdown is now looming as the response by the non-mining economy

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The Australian dollar – the best is behind it

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The attached edition of Oliver’s Insights takes a look at the outlook for the Australian dollar. The key points are as follows: After doubling in value against the $US over the last decade, the best is likely behind for the Australian dollar. The commodity price boom is starting to fade in response to a moderation in Chinese

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Weekly economic and market update

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Despite concerns about slowing global business conditions PMIs, share markets continued to surge over the past week with much better than expected US jobs data providing an additional push to US and European shares on Friday. The Dow Jones index even briefly made it above 15,000 for the first time ever, with the broader S&P

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Weekly economic and market update

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Share markets rebounded over the past week continuing the volatile trading seen through much of April. While some economic indicators disappointed, earnings results were generally positive in the US and expectations of interest rate cuts provided a boost in Europe and Australia. A return of capital to investors including via dividends was a major theme

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Australian inflation surprises on the downside

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March quarter inflation came in at just 0.4%, which is less than the 0.7% rise that the consensus of economists had expected and left annual inflation at 2.5% which is right in the middle of the RBA’s 2-3% target range. While health and education costs saw their normal March quarter seasonal surge and electricity costs

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Oliver’s Insights: Investment Imperatives

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This edition of Oliver’s Insights takes a break from the usual soap opera of issues surrounding investment markets (US growth, Cyprus, Japanese reflation, Chinese growth disappointments, the collapse in gold, etc) and takes a look at critical investment market realities and the keys to successful investing. The key points are as follows: Four investment market

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Weekly economic and market update

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China got the past week off to a bad start with growth coming in at 7.7% in the March quarter against expectations for 8% growth and industrial production and fixed asset investment also coming in a bit weaker than expected. What’s more continued gains in home prices with virtually all cities seeing price gains in

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Weekly economic and market update

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It was back to “risk on” over most of the past week as the positive impetus provided by Japan’s monetary reflation, good Chinese economic data and a reasonable start to the March quarter earnings reporting season in the US boosted investor confidence. The financial impact of Japan’s massive quantitative easing program is clearly starting to

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Oliver’s Insights: another mid year bout of weakness in shares?

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This edition of Oliver’s Insights looks at the outlook for shares following recent wobbles. The key points are as follows: After strong gains shares are at risk of a correction as we move into a seasonally weaker period of the year and given ongoing risks in Europe, a possible soft patch in US economic data

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