Weekly market and economic update

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Shares were hit mid week by concerns triggered by the minutes from the last Fed meeting that it may exit quantitative easing earlier than had been thought, renewed property tightening

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25 Feb 2013

Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds

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22 Feb 2013

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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18 Feb 2013

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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11 Feb 2013

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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08 Feb 2013

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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04 Feb 2013

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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29 Jan 2013

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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24 Jan 2013

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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21 Jan 2013

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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15 Jan 2013