The sharemarket panic – what happened to the global recovery?

From

After the events of the last few weeks it’s easy to be bearish. After plunging nearly 20% from their highs earlier this year to the lows last week, global share

continue reading
20 Aug 2011

Weekly economic and market report

From

Weekly economic and market report for week commencing 17 July 2011 Headline developments of the past week European debt problems took centre stage yet again over the last week. Until

continue reading
18 Jul 2011

Weekly market & economic update

From

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

continue reading
24 Jun 2011

AMP: Weekly market & economic update

From

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

continue reading
23 May 2011

$US breaking down, $A breaking higher

From

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

continue reading
29 Mar 2011

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

From

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

continue reading
24 Mar 2011

The likely economic/financial impact of Japan’s earthquake

From

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

continue reading
14 Mar 2011

Weekly market & economic update – 18 February 2011

From

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

continue reading
18 Feb 2011

Where are we in the investment cycle for shares?

From

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

continue reading
16 Feb 2011

Weekly market & economic update – 11 February 2011

From

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

continue reading
11 Feb 2011