ANZ Bank’s Job Ads series has fallen for the first month since November 2006, suggesting recent interest rate increases are slowly beginning to bite on economic activity in Australia.
Barclays Capital suggests a weaker US economy doesn’t mean oil prices should come down as the market is being driven by other fundamentals beyond just the economic health of the US.
National Australia Bank’s latest Monthly Business Survey confirms its view demand has peaked, leading to minor downward revisions to its growth forecasts for the Australian economy.
A price recovery of spot uranium seems to be in the making now that both industry consultants have raised their weekly price.
Brazil, Russia, China and India have been emerging growth engines this decade so Credit Agricole has turned its attention to which countries may emerge as the world’s next growth nations.
On top of this year’s price increases, analysts are looking ahead to more price increases in subsequent years.
Westpac’s Monthly Market Outlook sees Australian growth as remaining solid this year, though with inflationary pressures persisting there is scope for further increases in interest rates.
After weak economic and employment data, what dilemma will the Fed face this week when the latest CPI is released?
GaveKal looks at why commodity prices are soaring but commodity producer share prices are not.
After falling in January Baltic Freight rates have risen more than 45% and TD Securities suggests this implies stong commodities demand and as a result global economic activity remains solid.
