Weekly market & economic update: 29 October 2010

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Headline developments of the past week US GDP grew an annualised 2% in the September quarter, which was right in line with market expectations. Clearly the US economy has not

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29 Oct 2010

The new age of consumer thrift

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Key points The GFC has ushered in a period of more cautious consumers in the US and to a lesser extent in Australia. Household savings rates are likely to be

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28 Oct 2010

Weekly market & economic update – 22 October 2010

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Headline developments of the past week The focus over the past week was on China which undertook a surprise 0.25% increase in benchmark lending and deposit rates. This caused a

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22 Oct 2010

Weekly Market & Economic Update, 15 October 2010

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Headline developments of the past week After 28 years in the dogbox on the back of falling commodity prices and poor economic management the Australian dollar spiked above parity against

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15 Oct 2010

Weekly market & economic update Friday 08 October 2010

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Headline developments of the past week The Reserve Bank of Australia surprised many by leaving interest rates on hold, but it made it quite clear that it retains a tightening

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08 Oct 2010

Weekly market and economic update – 01 October 2010

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Headline developments of the past week Concerns about problems in Europe returned to the fore over the last week with Moody’s downgrading Spain’s credit rating, ongoing issues regarding Irish banks,

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01 Oct 2010

Weekly market & economic update

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Headline developments of the past week While the risk of a double dip back into recession may be waning, the prospect of sub-par growth in key developed countries suggests that

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24 Sep 2010

Global Reflation Mark II, gold and the Australian dollar

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Key points The sub-par recovery in the US, Japan and Europe and constrained fiscal policy most likely means that we will see another round of global policy reflation, centred on

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23 Sep 2010

Weekly market & economic update 17 September 2010

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Headline developments of the past week Global financial market regulators – known as the Basel Committee on Banking Supervision – announced tougher capital requirements for banks so that they can

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17 Sep 2010

Weekly market & economic update 10 September 2010

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Headline developments of the past week US President Obama announced plans for another round of fiscal stimulus including increased infrastructure spending, accelerated tax write-offs for new investment that would allow

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10 Sep 2010