Weekly market & economic update

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Headline developments of the past week The past week has seen some good news on the Greek debt front with the Greek Government surviving a parliamentary confidence vote, the EU

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24 Jun 2011

AMP: Weekly market & economic update

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Headline developments of the past week The European debt crisis is continuing to rumble along with increasing talk of a “soft debt restructuring” for Greece which would involve extending the

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23 May 2011

$US breaking down, $A breaking higher

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Key points The $A is continuing to push further above parity against the $US, reaching a 29 year high. This reflects a combination of strong commodity prices, $US weakness and

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29 Mar 2011

Rising oil prices – what is the tipping point for growth?

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Key points Global oil prices remain under upward pressure from turmoil in the Middle East and North Africa. This will dampen global growth and add to the financial pressure on

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24 Mar 2011

The likely economic/financial impact of Japan’s earthquake

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Key points The Japanese earthquake has caused terrible human suffering. In terms of the economic impact, in the short term it will likely depress Japan’s economy as a result of

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14 Mar 2011

Weekly market & economic update – 18 February 2011

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Headline developments of the past week There was good news out of China with January inflation coming in lower than expected owing to a lower than expected rise in food

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18 Feb 2011

Where are we in the investment cycle for shares?

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Key points While mainstream global shares may be due for a short term correction, the cyclical recovery still has further to go. Shares are still cheap, confidence in the sustainability

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16 Feb 2011

Weekly market & economic update – 11 February 2011

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Headline developments of the past week China continued to tighten the monetary screws with another interest rates hike. This should not really have been a surprise to anyone and further

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11 Feb 2011

Weekly market & economic update – 4 February 2010

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Headline developments Nature continued to wreak havoc in Australia, with Cyclone Yasi smashing into North Queensland as a category 5 storm (the highest they get) leaving a trail of devastation.

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04 Feb 2011

The threat of inflation in Asian & emerging markets

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Key points Rising inflation is becoming a major concern in Asia and other emerging countries. So far it’s largely due to higher food prices. Non-food inflation remains reasonably benign. However,

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03 Feb 2011