Big issues for 2011

From

Has consumer spending fundamentally changed? Is the US economy about to take off? Will China continue to dominate? Will the Aussie dollar be stronger for longer? How high will interest

continue reading

China tightens again to stem inflation

From

Chinese economic data Chinese consumer prices rose at a 5.1 per cent annual pace in November – the fastest pace in over two years but driven by higher food prices.

continue reading

Weekly market & economic update – 10 December 2010

From

Headline developments of the past week Another round of strong Chinese economic activity indicators, excessive loan growth and a further rise in inflation to 5.1% in November on the back

continue reading

Review of 2010 and outlook for 2011

From

Key points 2010 has been somewhat disappointing for investors, with continuing economic recovery but various macro scares resulting in a constrained and volatile ride for share markets and other related

continue reading

Reserve Bank more relaxed about the road ahead

From

Reserve Bank Board meeting The Reserve Bank Board has left the cash rate at 4.75 per cent at its final meeting for 2010. The next meeting is on February 1

continue reading

Weekly market & economic update – 03 December 2010

From

Headline developments of the past week Better than expected economic data in the US, Europe and China along with the European Central Bank moving to extend its liquidity boosting measures

continue reading

Greece, Ireland, etc…the ongoing European debt debacle

From

Key points While Ireland has now been granted financial assistance from the IMF and European Union, concerns remain regarding Portugal and Spain. Spain is a bigger risk as it is

continue reading

Weekly market & economic update – 26 November 2010

From

Headline developments of the past week While there was good news at the start of the week in terms of Ireland agreeing to accept a bailout from the European Union

continue reading

Australian housing – is it a bubble? What’s the risk?

From

Key points Australian housing is not in a bubble but it is very overvalued, and combined with high debt levels leaves Australian households vulnerable should anything significantly threaten house prices.

continue reading

Weekly market & economic update – November 19 2010

From

Headline developments of the past week Worries about Europe’s debt problems and tightening in China were again key issues for investors over the last week, and had the effect of

continue reading