The so-called Santa Claus rally in equities is real according to Barclays Capital’s analysis of monthly trends, while conditions also favour aluminium and the euro.
The latest survey of fund managers from Russell Investment Managers signals a more bullish outlook for both Australian and global equities.
Weekly musings from your editor. Don’t ask questions, just watch FX movements. They provide all the info investors need these days.
Markets had a week to remember last week, but with local GDP data and an RBA rate decision on this week’s calendar, did Christmas come too soon?
The Aussie and NZD have posted record losses against the USD in recent months, but they’re not yet meaningfully undervalued says Danske Bank.
Far from being killed off by the credit crisis, it may be that venture capital offers solid potential returns for investors in 2009.
Weekly musings from your editor. Why investors should watch the USD closely, and be prepared.
The US is inundated with a deluge of data and the various impacts are unguessable, while Australia sees more AGMs and a key Q3 capex read.
ANZ has taken the knife to its AUD forecasts, with a rate in the 50s on the cards for most of 2009.
According to State Street Global Markets the US Federal Reserve is looking to quantitative easing to stimulate the US economy.