Weekly market update – week ending 13 February, 2015

From

Investment markets and key developments over the past week Shares generally saw good gains over the last week thanks to a combination of optimism regarding Greece, a new Ukraine ceasefire

continue reading
16 Feb 2015

Australian unemployment at its highest since 2002 = more rate cuts on the way

From

Australian jobs growth back to earth in January After three months of unbelievably strong jobs growth (101,000 new jobs were created between September and December last year), employment fell back

continue reading
13 Feb 2015

Weekly market update – week ending 6 February, 2015

From

Investment markets and key developments over the past week Shares generally rose over the past week with gains helped by better US earnings reports, a further gain in the oil

continue reading
09 Feb 2015

Australian interest rates still on the slide

From

Introduction Ever since commodity prices and the mining investment boom peaked 3 or 4 years ago there has been a constant chorus of doom regarding the Australian economy: the reversal

continue reading
05 Feb 2015

Weekly market update – week ending 30 January, 2015

From

Investment markets and key developments over the past week Share markets have had a mixed week with messy US earnings results and worries about the Fed and Greece weighing on

continue reading
02 Feb 2015

Greece and the ECB – is the Eurozone crisis about to make a comeback?

From

Introduction With Greece back in the headlines after Syriza’s election win, it’s natural to wonder whether we are going to see a rerun of the Eurozone crisis that roiled global

continue reading
28 Jan 2015

Weekly market update – week ending 23 January, 2015

From

Investment markets and key developments over the past week Share markets had a good week driven by a strong quantitative easing (QE) program from the ECB along with good US

continue reading
27 Jan 2015

The threat of global deflation

From

Introduction While a constant concern since the Global Financial Crisis (GFC) has been that easy monetary policies would cause surging inflation it simply hasn’t occurred. The absence of inflationary pressures

continue reading
22 Jan 2015

Weekly market update – Week ending Friday 16 January, 2015

From

Investment markets and key developments over the past week The “risk off” tone in markets continued over the past week with mixed US economic data and earnings results along with

continue reading
19 Jan 2015

2015 – a list of lists regarding the macro investment outlook

From

Introduction 2014 saw good returns for diversified investors as the global economy continued to grow and monetary conditions remained easy, but a combination of uneven global growth, worries about deflation,

continue reading
16 Jan 2015