Weekly economic and market update

From

The big development of the past week has been Japan taking another huge step down the path of reflation with the Bank of Japan under the new dovish leadership of

continue reading
08 Apr 2013

Weekly economic & market update

From

Europe continued to cause concerns for investors over the past week with Cyprus getting a new bailout deal but fears that it still sets precedents for future bank bailouts and

continue reading
02 Apr 2013

Weekly market & economic update

From

Europe dominated investment markets over the past week following an initially botched bailout of Cyprus, along with uncertainty regarding Italy and poor business conditions indicators or PMIs for March. All

continue reading
25 Mar 2013

Oliver’s Insights – Money printing and hyperinflation

From

This edition of Oliver’s Insights looks at the risks associated with quantitative easing, or money printing, in particular the threat of hyperinflation that many seem to be fearing. The key

continue reading
21 Mar 2013

Weekly economic and market update

From

The past week was somewhat confusing in financial markets. US economic data remained surprisingly solid helping to push US shares higher, Japanese shares continued to surge helped by the confirmation

continue reading
18 Mar 2013

Australian profits, growth, interest rates and shares

From

This edition of Oliver’s Insights looks at the outlook for Australian shares and interest rates given the just concluded profit reporting season and the December quarter national accounts. The key points are

continue reading
12 Mar 2013

Weekly economic & market update

From

While the past week started on a rough note with stepped up property tightening measures in China, it turned around pretty quick with the US Dow Jones index making it

continue reading
11 Mar 2013

Weekly economic and market update

From

Shares had a volatile ride, getting hit earlier in the week following the poor outcome from the Italian election only to then rebound to varying degrees as worries about Italy

continue reading
04 Mar 2013

A new secular bull market in shares is close

From

The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in

continue reading
01 Mar 2013

The Italian election and European risk

From

This edition of Oliver’s Insights looks at the implications of the Italian parliamentary elections. The key points are as follows: An inconclusive election in Italy, which has put a cloud

continue reading
27 Feb 2013