Weekly musings from your editor. Future growth has become the key factor underneath the share market. So who has it, and who has not?
BIS Shrapnel believes building activity levels in the Australian housing market could jump by more than 20% next year.
A better than expected GDP result and an encouraging manufacturing read gave investors plenty to cheer about, but caution was always just below the surface.
It appears Macquarie Group has avoided disaster and ridden out the storm. But can it go back to making good money?
The TD Securities-Melbourne Institute Monthly Inflation Gauge jumped in July and while it remains below the RBA’s target band it does cloud the inflation outlook.
The China story has run its course, suggests Barclays, and investors should now watch the US and Europe closely.
Australian building approval numbers bounced back from a weak May to record a solid gain in June, while house prices also rose in both the month and the June quarter.
China’s unwillingness to commit to iron ore contract prices is creating uncertainty in the market.
Credit Suisse says Wesfarmers shares are overpriced relative to its peers in the discretionary retail and coal sectors.
Yesterday the Shanghai stock market suffered its biggest fall since November last year. Deja-vu?
