Weekly market & economic update

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The past week saw share markets and other risk related trades supported by a combination of favourable economic data in the US and Europe, good profit results in the US

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30 Jan 2012

2012 and beyond….a list of lists

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I was determined that after writing endlessly about Europe last year that my first note this year would not be on Europe. And it isn’t (well mostly not anyway). Rather

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18 Jan 2012

Weekly economic & market update

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Europe’s debt debacle has continued into 2012 with mixed responses in global share markets this week. For the year’s opening, European shares have ranged between the “robust” with German shares

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09 Jan 2012

Weekly economic and market update

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The past week has seen the usual post summit let down in Europe with general scepticism regarding whether the latest EU summit will achieve much in terms of stabilising Europe’s

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19 Dec 2011

2011 in review and looking toward 2012…should we be scared?

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2011 has been a year full of disasters with floods, earthquakes, civil wars in the Middle East, and of course public debt woes in Europe and the US. Fears of

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14 Dec 2011

Weekly market & economic update

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The past week has seen investors switch back to “risk on” in a big way thanks to talk of a fast tracked fiscal union in the Euro zone which will

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05 Dec 2011

Oliver’s Insights: why the RBA should cut rates again

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After the Reserve Bank of Australia’s rate cut a month ago, the general consensus was there was little urgency for the RBA to move again. The most likely outcome seemed

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30 Nov 2011

The threat from Europe – how big?

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Analysing Europe is becoming a drag. But its also unavoidable. This note looks at the threat to global and Australian growth over the year ahead flowing from the worsening crisis

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28 Nov 2011

Weekly economic & market update

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Another week dominated by Europe. The good news is that new governments led by technocrats in Italy and Greece are settling in. However, passing austerity measures and economic reforms in

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21 Nov 2011

Shares & the long term – how long is long?

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A few weeks ago after producing a graph showing shares outperform cash and bonds over the long term I was asked a question along the lines “if shares outperform other

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07 Nov 2011