Strategy Monthly: Euro confusion

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Equities appear to have recovered their poise after the four-week correction from mid February to the lows around the time of the terrible events in Japan mid March. Markets have

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Limited long-term impact on global markets from earthquake

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While the recent events in Japan will have a short-term impact on the global economy, history suggests that in the long term, markets will not be majorly affected, according to

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Investor Signposts: Week Beginning April 17 2011

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Upcoming economic and financial market events x The big picture Aussie businesses have to cope with a lot. The global environment has been far from stable in recent years, what with

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Trade account back in the red

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Trade: New Vehicle Sales Australia has recorded its first trade deficit in 11 months. The trade balance eroded from a surplus of $1,433 million in January to a deficit of

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Investor Signposts: Week Beginning April 3 2011

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The big picture The Reserve Bank Board meets again on Tuesday to decide interest rate settings. But this month – as was the case last month – there is no

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$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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BetaShares U.S. Dollar ETF quadruples in size in a month

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BetaShares U.S Dollar ETF (ASX Code: USD) AUM reaches $50 million USD consistently ranking as one of top three most actively traded ETFs BetaShares passes $120 million in AUM three

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RBA: Resilient financial system

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Financial Stability Review The Reserve Bank has given a clean bill of health for the Australian financial system, highlighting the strength of domestic banks compared with their overseas peers. The

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Key Global Investor Themes for Next 12 – 18 Months

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Chinese inflation – should lead to a lower $A Emerging markets inflation European debt woes not really resolved US economy may surprise on the upside, largely due US multinationals International

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