The US reinvents itself, yet again!

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Key points The US economy is yet again reinventing itself. This has been helped along by a determination to get the US economy moving again after the global financial crisis

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26 Feb 2014

Weekly market & economic update – week ending 21 February, 2014

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Investment markets and key developments over the past week Global shares had a mixed week as investors digested the 5% or so rebound since early February amidst weather affected US

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24 Feb 2014

Weekly market & economic update – week ending 14 February, 2014

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 Investment markets and key developments over the past week Shares rose over the past week thanks to a combination of soothing comments from Janet Yellen, good Chinese trade data, talk

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17 Feb 2014

Weekly market & economic update – week ending 7 February, 2014

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Key events of the past week and implications While the past week got off to a bad start after a weather affected slump in the US ISM manufacturing conditions index,

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10 Feb 2014

The Australian dollar – still more to fall

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Key points The rising tide in favour of the $A has well and truly reversed with further downside likely in the years ahead, particularly against the $US and Euro. The

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07 Feb 2014

Weekly market & economic update – week ending 31 January, 2014

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Key events of the past week and implications Emerging market worries and no signs that the Fed is too concerned as it announced a further tapering of its monetary stimulus

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03 Feb 2014

Weekly market & economic update – week ending January 24, 2014

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Key events of the past week and implications The wobbly start to the year for share markets continued over the past week. While the news out of Europe and the

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28 Jan 2014

Weekly market & economic update – week ending 17 January, 2014

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Key events of the past week and implications The start to the year in share markets has been a bit messy, particularly in Japan, China and Australia, whereas bonds have

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20 Jan 2014

2014 – a list of lists

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Key points Thanks to improving growth and very easy monetary conditions, 2014 is likely to be another year of good returns for investors, albeit a bit slower than in 2013.

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16 Jan 2014

Australia’s Federal Budget deteriorates yet again

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As broadly foreshadowed in recent media, the Mid-Year Economic and Fiscal Outlook projects a budget deficit this financial year of $47bn (up from $30bn projected prior to the election) and

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18 Dec 2013