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Previous Stories

Historical Trends For The December Quarter

Oct 05 2010

Barclays Capital explores historical fourth quarter trends for stocks, bonds, currencies and commodities.


REPEAT Rudi’s View: Fed Has Decoupled Markets And Fundamentals

Oct 04 2010

Share markets have disconnected from underlying dynamics as investors anticipate more liquidity measures from the Fed. Ultimately, of course, market fundamentals will reinstate themselves.


To QE Or Not To QE, That Is The Question

Oct 04 2010

With the next Fed meeting not until November, Wall Street is looking at a month of ongoing QE2 speculation.


October And History

Oct 02 2010

Barclays Capital notes October tends to be a positive month for equity prices and bullish for fixed interest, while the US dollar finds the going much tougher.


When Two Tribes Go To War

Oct 01 2010

The US House of Reps has emphatically passed a bill to impose tariffs on its biggest creditor, China. What does this mean for the global economy in general and the Australian economy in particular?


Frankness Goes To Hollywood

Sep 28 2010

PFP Wealth’s Tim Price doesn’t think more quantitative easing is going to solve the world’s problems.


REPEAT Rudi’s View: History Suggests November Rally

Sep 27 2010

Funds outflows and lagging consumer spending remain a problem, but history suggests this doesn’t necessarily stop equities from rallying.


The Truth About Gold

Sep 27 2010

Grand Private Equity’s Wesley LeGrand has lined up a few views, charts, insights and characteristics about gold.


Inflation Dynamics During Episodes Of Persistent Large Output Gaps

Sep 24 2010

What happens to inflation during a downturn? An analysis of 25 episodes of persistent large output gaps in 14 advanced economies over the last 40 years.


United States Versus China

Sep 23 2010

Behind the scenes of the global economic re-adjustment conflicts are brewing between the US and China. Are investors paying attention?



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