Australian inflation surprises on the downside

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March quarter inflation came in at just 0.4%, which is less than the 0.7% rise that the consensus of economists had expected and left annual inflation at 2.5% which is

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Oliver’s Insights: Investment Imperatives

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This edition of Oliver’s Insights takes a break from the usual soap opera of issues surrounding investment markets (US growth, Cyprus, Japanese reflation, Chinese growth disappointments, the collapse in gold,

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Weekly economic and market update

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China got the past week off to a bad start with growth coming in at 7.7% in the March quarter against expectations for 8% growth and industrial production and fixed

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Weekly economic and market update

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It was back to “risk on” over most of the past week as the positive impetus provided by Japan’s monetary reflation, good Chinese economic data and a reasonable start to

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Oliver’s Insights: another mid year bout of weakness in shares?

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This edition of Oliver’s Insights looks at the outlook for shares following recent wobbles. The key points are as follows: After strong gains shares are at risk of a correction

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Oliver’s Insights – China worries return, but how serious are they?

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The attached edition of Oliver’s Insights looks at the outlook for the Chinese economy and share market. The key points are as follows: China’s worries are overblown. Property tightening is likely to

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Weekly economic and market update

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The big development of the past week has been Japan taking another huge step down the path of reflation with the Bank of Japan under the new dovish leadership of

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Weekly economic & market update

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Europe continued to cause concerns for investors over the past week with Cyprus getting a new bailout deal but fears that it still sets precedents for future bank bailouts and

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Weekly market & economic update

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Europe dominated investment markets over the past week following an initially botched bailout of Cyprus, along with uncertainty regarding Italy and poor business conditions indicators or PMIs for March. All

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Oliver’s Insights – Money printing and hyperinflation

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This edition of Oliver’s Insights looks at the risks associated with quantitative easing, or money printing, in particular the threat of hyperinflation that many seem to be fearing. The key

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