Oliver’s Insights: Australian budget – back to surplus, the great fiscal switch

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The 2012-13 Federal Budget is about one thing: returning the budget to surplus on schedule and doing it in a way that minimises the negative impact on the economy and

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Weekly economic & market update

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The past week was one of “risk off” for global markets as concerns about Europe remain (particularly with French and Greek elections likely to further question Europe’s ability to solve

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RBA cuts by 50bps

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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Weekly economic & market update

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Europe is continuing to cause shockwaves in financial markets with increasing resistance to fiscal austerity (with the temporary collapse of the Dutch coalition Government and the Socialist candidate’s victory in

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Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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Weekly economic and market update – week beginning 23 April 2012

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Europe remains a source of consternation, but there have been some positive developments. News that Italy is delaying its return to budget surplus by one year, Spanish banks’ bad loans

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Oliver’s Insights: China – soft landing, slow easing, shares cheap

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China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained

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Oliver’s Insights: Here we go again?

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After strong share market gains in the March quarter a correction or rough patch was inevitable and we now may have entered just that, particularly with the Euro-zone debt crisis

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Weekly economic & market update

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The past week saw volatility return in a big way to investment markets. Initially share markets fell sharply in response to the poor US non-farm payroll release and intensifying concerns

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Weekly economic & market update

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The past week has seen a swing to “risk off” with shares, commodities and growth currencies like the $A all weak on worries about Spain capped off by a disappointing

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