Weekly economic and market update

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The rally in shares continued over the past week with the Australian All Ordinaries index rising above the 5000 level for the first time since April 2011, helped by good

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Weekly economic and market update

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Worries about Europe have flared up again with Berlusconi gaining in the polls in Italy ahead of elections in two weeks and corruption allegations against the Spanish Prime Minister. However,

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A new bull market in shares?

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After recent strong gains, shares are overbought and vulnerable to a correction. February is often a soft month with risks regarding Italy, Spain, the US budget and earnings results in

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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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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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