Great article from Chris Riddell, Futurist. Please click HERE to read. ... Read more
Archives for May 2017
The Trump bump and shares – short-term risks, but five reasons for optimism — Dr Shane Oliver, AMP Capital Chief Economist
23 May 2017 Key points The political scandal around President Trump is likely to speed up rather than stop his pro-business reforms. However, after a strong run, shares remain vulnerable to a short-term correction with worries around Trump, North Korea, the Fed, etc, ... Read more
Three reasons why the risks for the Australian dollar are still on the downside — Dr Shane Oliver, Chief Economist for AMP Capital
17 May 2017 Key points The closure of speculative short positions in the $A, a bounce in commodity prices, delays in Fed rate hikes and expectations the next interest rate move by the Reserve Bank of Australia (RBA) is up, have stabilised the $A over the last year. The downtrend ... Read more
Australia and US share an interplay between lifestyle and aspiration —by Bernard Salt
by Bernard Sal Columnist and Demographer The Australian continent is often compared with the mainland United States. Both are land masses and both populations are predominantly English-speaking. Both have a recent heritage of European settlement. Both are liberal democracies that value ... Read more
Banks split on levy fightback —By John Durie, Senior Writer at the Australian
Westpac's chief financial officer Peter King (centre) meeting Treasury officials at the federal treasury offices in Sydney for a briefing on the bank tax announced in the federal budget on Tuesday evening. Hollie Adams/The Australian. The banks are split on how to handle the war with ... Read more
The 2017-18 Australian Budget – pragmatism and fairness rule by Dr Shane Oliver, AMP Capital’s Chief Economist
10 May 2017 Key points The 2017-18 Budget has a welcome focus on housing affordability and infrastructure. Subdued wages growth is keeping revenue collection down contributing to a slight deterioration in near term deficit projections (a deficit of $29.4bn for 2017-18) but a ... Read more
Scaling it Back —PIMCO Research
Click on the link below to read this article from PIMCO by Joachim Fels, MD and Andrew Balls, CIO of Fixed Income. Scaling it Back ... Read more
RBA Rate Decision —2nd May 2017
Media Release Statement by Philip Lowe, Governor: Monetary Policy Decision Number 2017-09 Date 2 May 2017 At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There has been a broad-based pick-up in the global economy since last year. Labour ... Read more